CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Executive Administrative Assistant
Job Titles:
- Administrative Assistant
- Executive Assistant to Dean Thurman
Job Titles:
- Associate
- Financial Planner
Job Titles:
- Associate
- LPL Financial Planner
With over 20 years of experience in the financial services industry, I have come to the refreshing conclusion that no two days are alike, and no two clients are the same. What I enjoy the most about working with clients is the opportunity to improve the quality of their lives by helping them navigate through complex and emotional decisions.
Job Titles:
- Associate
- Medicare and Insurance Specialist
As you approach age 65 or begin preparing for early retirement, your insurance needs will be changing. This brings you to a place where you begin to explore your new options in making sure you have the right coverage. As an agent with InvestWise Financial, LLC., I am here to help, by working side by side with you to analyze your insurance options. I am a licensed and trained insurance agent with experience working with individuals, families, and small businesses. With Medicare policies constantly changing, let me eliminate the stressful decision-making process and guide you in the right direction.
I can provide a personalized service that meets your needs and budget for the following:
Individual & Family Health Insurance
Medicare, Medicare Advantage Plans, Medicare Supplement, Medicare Prescription Drug Plans
Small Business Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Critical Illness Insurance
Disability Insurance
Accident Insurance
Long-Term Care Insurance
Wellness Products
When I made the decision to become a licensed insurance specialist, my goal is and always will be to help educate people with all the available options out there. Saving you time and research, decoding your eligibility requirements to help you find what fits best for your fundamental needs. Unfortunately, people tend to find gaps in their insurance policies which leads to out-of-pocket expenses, together we can look at all your options, helping to avoid surprising costs for the future.
When I am away from my office, I Cherish spending time with my husband and 3 sons and soon to be Daughter-in-law & Grandson. We enjoy family gatherings, traveling, go off-roading in my Jeep, golf, & most outdoor all-season activities, I love to watch wrestling and football, we are huge sports fanatics!
As co-founder and senior partner for InvestWise Financial, LLC, I have dedicated myself to the financial industry for over 30 successful years, continuously enjoying every minute of my endeavor.
Offering honest advice has helped me build my foundation on strong, long-standing relationships with all my clients, giving them the confidence they deserve. Many have said that I excel at making complicated investment concepts easy to understand, I receive that as a great compliment.
I am very thankful to be surrounded by a loyal team of employees, most of which have been with me for over 20 years. My executive administrative assistant, Andrea Priestley, has been by my side for more than 25 years. My associates share in my dedication towards helping to focus that we prosperously meet all our client's needs, giving them in return financial confidence for their futures.
Job Titles:
- Associate
- Financial Planner
Job Titles:
- Associate
- Financial Planner
Job Titles:
- Director of Communications
Job Titles:
- Client Service Specialist
Job Titles:
- Executive Administrative Assistant
Job Titles:
- Associate
- Financial Planner
Job Titles:
- Associate
- Vice President, Business Development
Job Titles:
- Executive Administrative Assistant
Job Titles:
- Associate
- Financial Planner
Job Titles:
- Associate
- Financial Planner
Scott Rooney is my lead seasoned Financial Planner; he has joined me in recent years managing my client base service. Our team brings exceptional value by taking on a holistic approach, focusing on our client's current and future needs. We stand by their side, coaching them throughout this process and believing that the road to success begins here:
Job Titles:
- Executive Administrative Assistant