MYLES MAXEY CA - Key Persons
With a personal interest in the lives of his clients, Cliff takes a hands-on approach in developing and implementing investment strategies on their behalf. A strong believer that each client deserves consistent focus and attention, he recognizes that each has worked hard to achieve financial success and he is dedicated to helping them build on and protect that success.
Cliff prides himself on the wide range of appropriate solutions he brings to a diverse array of clients: independent business professionals, entrepreneurs, corporate executives, couples, and individuals. His goal is to present wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to meet the investor's long term goals, and organization of assets, trusts and estates, generational asset transfer, retirement, and funding special interests, Cliff's clients appreciate that, in many cases, his experience mirrors their own. He begins each new client relationship with an in-depth discussion exploring many topics including goals, timeline, and risk tolerance. From there, he formulates and presents a custom-tailored strategy for moving forward.
Before joining Securities America, Cliff was Financial Advisor at Principal Financial and One America Financial. A graduate of Fresno State and in his spare time Cliff and his wife are avid cyclists .
Job Titles:
- Operations and Client Relationship Manager
Job Titles:
- Operations and Client Relationship Manager
Job Titles:
- Client Relationship Manager
Job Titles:
- Client Relationship Manager
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Nasser has been in the industry for nearly 10 years. He was most recently employed by Fidelity Investments, where he advised the firm's high net worth clientele, which included corporate executives, doctors, and founders of publicly traded companies. His experience includes comprehensive wealth management, financial planning, and estate planning to assets in excess of $1.5 billion. Prior to that, he was also a key member of Fidelity's Private Client Group and the internal financial planning and investment management committees. Nasser is a graduate of San Jose State University, and also holds the Certified Financial Planner certification ®. In his spare time, he enjoys numerous outdoor activities such as hiking, cycling, and mountain biking.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Seth is a CERTIFIED FINANCIAL PLANNER™ who serves his clients in both areas of wealth management and comprehensive financial planning. His passion for serving his clients stems from a deep conviction to help others achieve their life-long financial goals. He has focused primarily on retirement planning on both the individual and group levels. He serves an array of professions ranging from business owners, educators, and engineers to young professionals just starting out their careers in the workplace. He understands that no two people are alike, and each individual client will require a unique approach to accomplishing their financial goals.
When looking at creating a financial plan for a client, Seth takes the approach of looking at the client's entire financial picture. Areas of emphasis in the plan will include Tax Planning, Investment Analysis, Retirement Planning, Insurance/Risk Management Planning, and Estate Planning. Seth believes that financial planning is a fluid process and requires ongoing monitoring in order for the plan to be effective. He provides ongoing service for his clients and meets with them several times a year to adapt and adjust any changes that may occur in their lives.
Seth appreciates the opportunity of working under the umbrella of Securities America because he feels that it puts him in the best position to do what is right for his clients. Being apart of an Independent Broker Dealer removes the pressure of recommending proprietary products. Seth loves being able to serve his clients and understands the weight of trust that comes with being one's financial advisor. He holds Series 7 and Series 66 licenses and has been with Securities America since 2013.
Seth had the opportunity to play football at Western State Colorado University where he also received his Bachelor's degree. Seth is now married to his wife of 3 years, Lauren, and celebrated the birth of their first child, Emmeline Rae, in September of 2017. He enjoys playing indoor soccer, staying active, and is very much involved at his church.