CALIFORNIA CONSUMER - Key Persons
Aaron recognizes that when it comes to personal finances, the stakes are high, and selecting a financial advisor is a very important decision. He believes the key to lasting financial success begins with having a strong relationship with his clients.
Aaron works closely with his clients through the planning process - helping them set clear goals, establish a steady path forward and be accountable to making the best available financial decisions as their plan evolves over time. His greatest reward is getting to share in his clients' joy when their financial planning pays off.
Brian truly believes that all good things start with a plan. That's why he works closely with clients to help them walk through their individual values, needs and goals, and plot out a solid financial map. He enjoys building lasting relationships and the opportunity to work with clients for years to come.
Some of Brian's strongest attributes are education, communication, work ethic and follow through. He specializes in analyzing a client's current financial position, then helping them implement strategies that strive to increase the likelihood of success. Many of his clients are pre-retirees and retirees in both the accumulation and distribution phases of life.
Nathan is passionate about connecting with individuals and families to craft personalized financial plans aligned with their unique aspirations. Recognizing that each client has a distinctive financial narrative, Nathan is driven by the belief that authenticity forms the cornerstone of lasting relationships. This ensures a holistic collaboration where clients not only reach their financial milestones but also experience meaningful development throughout the process.
Nick's goal is to provide strategies and coaching that lead people to far better outcomes than they'd obtain on their own. In addition, he aims to help clients experience less financial stress and have more confidence about their financial future.
Nick enjoys taking the time to teach clients (in easy-to-understand ways) about various financial concepts and strategies, so they understand exactly what's happening with their money. He regularly encourages clients to have faith in the future, be patient and maintain discipline when it comes to their investing strategies.