Experience

GoldBook Financial - La Jolla

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Professional

  • Jan 2018 - Present

  La Jolla, California My practice encompasses a variety of aspects pertaining to strategy and planning for some of the most important events that occur during ones’ lifetime. Often times, preparing for financial goals is a difficult task as robust planning is an intensive, complex process that must account for many factors we often do not have conclusive answers to in the present. My job is to navigate through some of this uncertainty using objective foresight in an effort to determine appealing solutions… Show more My practice encompasses a variety of aspects pertaining to strategy and planning for some of the most important events that occur during ones’ lifetime. Often times, preparing for financial goals is a difficult task as robust planning is an intensive, complex process that must account for many factors we often do not have conclusive answers to in the present. My job is to navigate through some of this uncertainty using objective foresight in an effort to determine appealing solutions for clients that likely contain tremendous value, and unequivocally maintain the clientele’s best interest in mind. Based on specific goals and objectives, we begin by determining the necessary steps to achieve the specified objectives desired by the client, and what particular strategies can be implemented to maintain adherence to the plan that the client and I develop collaboratively. Understanding the perspective and concerns of clientele is an integral component of my consultative process. Access to a plethora of resources, be it tools of analytical technology as well as the focused expertise and specialized knowledge of my associates at MassMutual Pacific Coast, ensures my confidence to help deliver solutions to those considering individual products or a structured plan to address their needs. I enjoy connecting with people while helping them plan ahead to alleviate the stress of finances surrounding events they may encounter in life. Simultaneously building meaningful relationships and promoting peace of mind is a rewarding experience for me, and I strive to continue progressing the capabilities of my practice with the intention of improving the well-being of my clients, and all of those around me. Show less