During my college years, I developed a deep passion for finance and a desire to help others. Coming from an immigrant family, I saw firsthand the financial struggles my parents faced due to a lack of financial education. Their hard work, along with the challenges they encountered, inspired me to pursue financial literacy to help others avoid similar difficulties and build a secure future.At Synergy Leadership Development, I’m fortunate to be mentored by the Executive Vice Chairman. My mission is to not only empower individuals through financial coaching but also to do so with integrity and transparency. I believe in honest business practices, where trust and ethical standards are at the core of every interaction. This commitment to helping others build wealth through genuine and sustainable means is what drives me each day.
Synergy Leadership Development
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Financial Services ProfessionalSynergy Leadership Development May 2024 - Presentprovide personalized financial advice to help clients achieve their financial goals. This involves working with a variety of products such as 401k/IRA rollovers, tax-advantaged strategies, and estate planning. My goal is to guide clients toward financial security, offering tailored solutions that build wealth and protect their futures.I also assist clients with understanding complex financial concepts and creating strategies that align with their individual needs and long-term aspirations.
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Tech ConsultantTarget Jan 2022 - Jul 2022Cupertino, California, United StatesWorked part-time at a Target Store solving customers needs regarding all things tech or electronics. -
SupervisorBazak Bazak Rice Hot Dog Sep 2020 - Dec 2021San Jose, California, United StatesWorked part-time at a small family owned business that served Korean Rice Hot Dogs.
Richard Broadbent Education Details
Frequently Asked Questions about Richard Broadbent
What company does Richard Broadbent work for?
Richard Broadbent works for Synergy Leadership Development
What is Richard Broadbent's role at the current company?
Richard Broadbent's current role is Financial Professional - Empowering others through financial education.
What schools did Richard Broadbent attend?
Richard Broadbent attended University Of California, Irvine - The Paul Merage School Of Business.
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