Joe R. Email and Phone Number
When I provide a financial consultation, my approach is to treat my client's like a business entity that I am in collaboration with, to achieve their goals and objectives. Through a combined client/consultant effort I seek to improve their strategies, stressing that actions without positive results are costly and a setback to their financial futures. My priority is always a successful end result.I help expats in China and their families secure their financial present and future's, through a successful tailored financial plan.I assist my clients in the following areas:▶ Investment advice and wealth management▶ Retirement planning▶ Education fund planning for children▶ Life and medical insurances▶ Trusts, succession, and inheritance tax planning▶ Financial goal setting & budgeting
Infinity Financial Solutions
View- Website:
- infinitysolutions.com
- Employees:
- 127
-
Senior ConsultantInfinity Financial Solutions Apr 2012 - PresentShanghai City, China- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an on-going basis;- Maintain in contact with clients periodically to determine if there have been changes in their financial status;- Advise and document for clients for the types of services provided, and the responsibilities to be taken by the personal financial advisor;- Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information and wills;- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. -
Senior Marketing Executive And Senior ConsultantEssential Group Apr 2009 - Apr 2012Shanghai City, China- Generated over $900K USD in sales in the initial two months, through effective communication strategies and skills;- Presented effective investment pitches, advised clients on all financial matters;- Utilized extensive knowledge on US Tax to consult and advise clientele based in US.
Joe R. Education Details
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Business Management -
Business Administration; Option In Accounting -
Sociology -
Business Administration And Management, General -
Mira Costa
Frequently Asked Questions about Joe R.
What company does Joe R. work for?
Joe R. works for Infinity Financial Solutions
What is Joe R.'s role at the current company?
Joe R.'s current role is Helping expatriates navigate Financial Planning while living abroad in China..
What schools did Joe R. attend?
Joe R. attended Colorado Technical University, California State University-Chico, Butte College, Butte College, Mira Costa.
Who are Joe R.'s colleagues?
Joe R.'s colleagues are Jordan Donald, Anant Solanki, Kieran Edmonds, Emma Lordy, Nicki Bunclark, Richard Myden, Ridhima Wadhawan.
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