Los Angeles, California, United States
I am an experienced financial planner. I help individuals, families, and small businesses, create a versatile financial roadmap that addresses their wealth management, risk management, and retirement distribution goals, helping them achieve their goals on their timeline. My specialty is working with people who are highly paid executives at publicly traded companies who receive a lot of equity compensation, in addition to people in the legal community.
Spearheaded the construction of wealth management and investment management offerings for current and future prospects and clients. Coordinating with our RIA`s investment committee, as well as premier money managers in our industry, testing proposed structures through several analytical tools and metrics. Considering and factoring in the needs and wants of our target demographic. Constructing tailor fit financial plans suited to our clients specific needs, wants, and goals, and monitoring the ongoing management of their wealth, and closely held concerns. Additionally I work on the development of new relationships with new prospective clients, and coordinate with our wealth management director and COO for their efficient onboarding and ongoing management, through collaborating in client meetings on both the tax planning and wealth management ends, to ensure the maximum efficiency, cohesiveness, and integration, of our wealth management strategy recommendations with our proactive tax planning strategies.