David Frings Email & Phone Number

El Dorado Hills, Ca, Us

Roseville, California, United States

-Cultivated a substantial client portfolio, managing assets totaling over $517 million with $263 million in managed portfolios.-Achieved the leading client satisfaction rating within the region, reflected in a 94.3% Net Promoter Score (NPS).-Conducted comprehensive client-centered meetings encompassing discovery, retirement planning, market education/updates, asset allocation, and income planning.-Delivered year-over-year growth in key business areas such as asset inflows, managed solutions, income strategies, and alternative investments through personalized client service and a commitment to clients' best interests.

Roseville, Ca

-Ranked #2 in Managed Account Solutions in the Western Region.-Recognized with the Excellence in Action Award on three occasions for outstanding performance in the Northern California/Reno market.-Enhanced client satisfaction and asset growth through the delivery of educational seminars, and effectively utilized technology to facilitate remote client engagements.

Folsom, Ca

-Attained the top ran in Managed Account and Insurance Solutions within the Complex.-Partnered with senior financial professionals to target and service high-net-worth client portfolios, enhancing client acquisition and retention strategies.

Folsom, California, United States

-Developed a robust client base through strategic relationship development, targeted networking initiatives, and effective referral generation.-Tailored investment solutions to meet individual client goals, ensuring alignment with financial resources, risk tolerance, and time frame considerations.-Appointed as Branch Financial Advisor, recognizing proficiency in client service and financial advisory acumen.