Thoughtfully and professionally introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.Develop collaborative, relationships with clients while remaining committed to delivering an outstanding customer experience while sharing a passion for helping clients understand their choices and how they affect their financial future.Helping clients understand that results are part of a long-term plan while finding solutions. As your financial services professional working together to achieve goals and exceed customer expectationsExtensive knowledge of investment solutions using a variety of funds that meet clients personal objectives.

As an independent broker for the top fortune 100 and 500 financial services companies, clients more than ever demand diverse and personalized service, not a one-size-fits-all strategy. If you have been around long enough, there is a good chance you have lived through an economic downturn. Since we have been in business we have helped our clients weather the tech bubble of 2001, 9-11, several wars and international conflicts, the mortgage bubble, and now; as the COVID crisis sits in the rear view mirror, people are wondering, “What next?” That doesn't include the dozens of market corrections that took us from the bear to the current bull market and unpredictable inflation saga. Our clients benefit from our guidance to help them right their own ships in stormy economic waters.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.• Working with local estate planning attorney's, interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial and estate plan.• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.• Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.• Research and investigate available investment opportunities to determine whether they fit into financial plans.• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.• Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.• Served as volunteer services coordinator for the Inland Empire General Office. Directed an annual budget for competitive grant giving, and other philanthropic activities on behalf of the New York Life Foundation.