2798 Heritage Oaks Circle
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki
Wealth Management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, some individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.
As a Financial Planner and Accredited Wealth Management Advisor (AWMA®) designee, I work as the overall Advisor with my clients, stepping into their shoes and delivering holistic financial solutions to individual clients and area companies in conjunction with a highly credentialed and experienced team of advisors backing me up. This team may include the client’s personal CPA and/or attorney. Products and services are offered through Cetera Advisor Networks as well as some of the largest investment and insurance companies in the world.
As a Series 65 Investment Advisor Representative, I manage long-term money for a fee. I do this through both third-party asset managers and creating portfolios that I manage.
As a Series 7 General Securities Representative, I can purchase or sell securities products on behalf of clients. These include stocks, bonds, mutual funds, options, direct participation programs and variable contracts.
Mutual Funds -
Third Party Asset Managers – Advisory Programs