Glendora, California, United States
Strategy Partners Inc. is an insurance and financial services firm that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future. We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families and business owners. CA Insurance License #0B73985. Christopher Matheson is authorized to conduct life insurance and securities business in California and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third-party posts do not reflect the views of Christopher Matheson and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by [email protected]. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.
Established a detached office located in Pasadena CA with the primary goal of recruiting and development of financial professionals.
Developed a large cohesive team of financial professionals that achieved extraordinary results on an annual basis.
Financial Service Sales specialized in the area of Business and Estate Planning Strategies. Development of mentor/mentee relationships as a functional manager with the responsibilities of training in product knowledge and design strategies with all new associates in the firm.