David Velazquez

David Velazquez Email and Phone Number

Company Owner @ Brightshield
Chico, CA, US
David Velazquez's Location
Chico, California, United States, United States
David Velazquez's Contact Details

David Velazquez work email

David Velazquez personal email

n/a
About David Velazquez

Planning, diversifying, & protecting are essential elements for achieving any objective, whether financial or personal. In my professional journey, I noticed that each client has a unique financial vision they want to achieve. Over the years, I have cultivated a network of partnerships with business leaders across various industries, creating more value and solutions for those around me.At Alpha Innovation Partners, I leverage my expertise in college planning, budget management, and retirement planning to provide comprehensive financial solutions. I offer strategic approaches to help our clients achieve their short & long-term financial goals.Phone: (530) 520-3314 Email: juandavid@nlgroupmail.comCA License: #4135809

David Velazquez's Current Company Details
Brightshield

Brightshield

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Company Owner
Chico, CA, US
David Velazquez Work Experience Details
  • Brightshield
    Company Owner
    Brightshield
    Chico, Ca, Us
    View
  • Alpha Innovation Partners
    Financial Planner
    Alpha Innovation Partners Apr 2024 - Present
    San Diego, California, United States
    I help our clients achieve their goals though our financial planning services, with a focus on retirement planning, college funding strategies, business tax diversification, and insurance planning. I manage a team of financial experts dedicated to delivering client-centered solutions that address complex financial needs and long-term objectives. Our practice takes a holistic approach, guaranteeing that each client gets tailored strategies for wealth preservation, tax efficiency, and financial security. I'm driven by a passion for making a significant impact on people’s financial lives, combining expertise with a practical approach to help them feel secure about their future.
    View
  • Premier Solar
    Account Manager
    Premier Solar Feb 2021 - May 2024
    Chico, California, United States
    Our products help increase property value. I help business and homeowners transition to alternative and renewable energy.
    View
  • Allstate
    Account Manager
    Allstate May 2022 - Apr 2024
    Chico, California, United States
    I helped maintain and grow the agency’s book of business by creating and maintaining relationships with our clients.
    View
  • Ohm Solar Solutions
    Energy Consultant
    Ohm Solar Solutions Jan 2020 - Mar 2021
    Chico, California, United States
    My mission is to add value to home and business owners, by helping them switch to alternative energy. This switch, not only helps them financially, but it also adds value to their properties.
    View

David Velazquez Skills

Leadership Artistic Abilities Social Media Public Speaking Personal Relationships Sales Microsoft Powerpoint Event Planning English Self Starter Team Leadership Advertising Strategic Planning Microsoft Office Microsoft Word Marketing Microsoft Excel Customer Service Management Teamwork Project Management Public Relations Research French Artistic Vision Bilingualism Spanish

David Velazquez Education Details

Frequently Asked Questions about David Velazquez

What company does David Velazquez work for?

David Velazquez works for Brightshield

What is David Velazquez's role at the current company?

David Velazquez's current role is Company Owner.

What is David Velazquez's email address?

David Velazquez's email address is ve****@****ems.com

What schools did David Velazquez attend?

David Velazquez attended California State University, Chico.

What skills is David Velazquez known for?

David Velazquez has skills like Leadership, Artistic Abilities, Social Media, Public Speaking, Personal Relationships, Sales, Microsoft Powerpoint, Event Planning, English, Self Starter, Team Leadership, Advertising.

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