寻找财务顾问

Darryl Hall，特许退休计划顾问^SM,  相信设定和实现目标与运气无关, 而是寻求有经验的投资建议, 建立信心, 制定策略, 依靠团队合作. 通过采用务实和实际的方法, 他帮助他的客户实现这种平衡——提供一个有教育意义的观点.

"It's important to personalize strategies and ensure follow-through to meet each client's unique needs. 自2000年以来, 我有机会分析和审查客户的资产, 提供全面的建议, 并提供有价值的第二意见."

Darryl为他的客户定制投资计划. He has the experience and knowledge level necessary to help clients in the accumulation phase and 退休收入 phase. 他还擅长税收优惠投资、遗产规划和留下遗产.

JR is a Certified Financial Planner™ who has built a solid reputation on caring about his clients by formulating a plan, 围绕这个计划选择投资, 随着时间的推移跟踪和监控这些投资. 当客户向他寻求建议和计划时, they experience a financial advisor who cares about creating a full-service financial plan that makes sense.

“我建议根据每个客户的独特情况量身定制策略和计划. 我这样做是为了最好地帮助Patelco成员实现他们的财务目标."

他总是关注客户的个人需求, 为任何寻求他经验的客户带来价值, 包括退休计划, 代际资产管理, 以及税收优惠的投资. 了解许多投资机会, he specializes in the analysis and review of existing client assets and providing valuable second opinions.

注册财务规划师标准委员会. 拥有CFP®认证标志, 注册财务规划师™和联邦注册CFP(火焰设计)在美国.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

在帮助别人实现财务目标时，信心是至关重要的. Jane Krueger是一名注册理财规划师，她理解并尊重这种需求. 20多年来，她一直为客户提供投资和退休需求方面的咨询服务. 简擅长分析客户的投资组合, giving an honest and unbiased evaluation of every situation - creating a customized retirement plan for clients to implement.

Patelco成员想知道如何实现他们的目标. 然后他们希望有人帮助他们采取行动. 我在这里是为了用行动而不是拖延来帮助改变生活."

通过使用目标导向的方法, 她向客户提供增长策略, 资产保全, 退休收入, 长期护理解决方案.

注册财务规划师标准委员会. 拥有CFP®认证标志, 注册财务规划师™和联邦注册CFP(火焰设计)在美国.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

作为中心的财务顾问, 南希·马丁内斯热衷于帮助客户和他们的家庭实现他们的财务目标. 每建立一段关系，她都会与客户进行深入的会面, 回顾当前的储蓄和投资计划, 以及获得对他们的长期和短期财务目标的深刻理解. 南希利用这些信息制定了详细的财务策略.

“Patelco的成员很感激我在这里指导他们完成财务规划过程. 当我可以帮助他们制定一个他们可以承诺和理解的计划时, 我知道我已经尽了他们顾问的职责. 这就是我们在这个过程中成为合作伙伴的时候.”

因为每个客户都有不同的金融需求, 南希很自豪能为他们提供规划未来所需的技能和知识, 包括向客户介绍当今可用的许多投资选择. 她致力于与客户建立一个舒适的工作环境, 提供可靠财务解决方案的定制计划.

拥有近20年的金融服务经验, 赫克托致力于成为客户的合作伙伴. 他会花时间倾听和理解客户的目标和需求. 他提供了全面的, personalized recommendations and helps ensure his clients fully understand their options before moving forward.

“我相信每个客户都应该得到有效和及时的服务, 作为他们的财务顾问，我有权要求他们这么做. I maintain high personal standards for serving each client and assisting to guide them to solutions that meet their unique financial goals."

赫克托以建立长期关系为荣, 并帮助客户规划他们的整个财务生活, 不仅仅是他们眼前的投资需求. 他毕业于圣克拉拉大学利维商学院，获得学士学位.S. 在金融领域.

作为一个经验丰富的专业人士, 杰长 is keenly aware that timing and a hands-on approach to investing is essential in today's world of investments. 拥有近30年的从业经验, Jay provides a comprehensive perspective to manage a client's financial plans across both up and down markets. He enjoys helping them understand and plan their personal road to retirement and beyond – to the years during retirement.

"I'm honored to be here to help Patelco members find the answers they need to plan for and enjoy their retirement years."

在过去的三十年里，Jay赢得了无数客户的信任和钦佩. 他明白每个人的风险承受能力和投资目标都是独一无二的. 对每一个客户关系都采用见多识广、久经考验的观点, 杰伊教育家庭和个人，帮助他们规划通往成功的道路.

约翰Borbon builds life-long relationships with his clients in order to deliver a full-service customer experience - combining personal attention, 财务规划, 退休建议.

"I strive to help each of my clients plan for their financial future through comprehensive analysis with their goals in mind. My passion is for educating clients about investing and retirement planning and ultimately making a difference in their lives."

约翰坚信每个投资者都是独一无二的，投资是非常个人化的. 拥有最高水平的职业操守, John recommends tailor-made strategies based on each client's individual situation to help them reach their financial goals.

雷夫·廷斯利的目标是改变他的客户的生活. 在他职业生涯的早期, 他了解到，发展关系和信任是财务咨询不可或缺的一部分. He meets each client from the perspective of "how can we work together to give you confidence and success within your investment goals".

帮助客户实现他们的财务目标是重中之重. 客户是否在积累财富, 为一项重大开支做计划, 或者即将退休, he assists in guiding them to solutions that fit the stage they are in with a long-term plan always in mind.

他的优势在于倾听和了解客户的需求, 与此同时，解释并帮助他们在过程中感到舒适. 拥有多年的金融服务经验, 雷夫·廷斯利是一个关心客户未来财务状况的问题解决者.

摩尼Budwal为投资和财务规划带来了丰富的经验. His diverse background and training enables him to help clients pursue their long and short-term financial goals through comprehensive, 个性化理财规划.

“我坚信意识和教育的重要性. I find that Patelco members often times don’t know about the kind of solutions that are available for them to help achieve their goals. It brings me a lot of happiness to financially educate our members and know that I have impacted them and their family's lives for the better.”

Mani believes that a client-focused approach to 财务规划 helps to ensure that recommended solutions encompass each client's goals, 时间范围和风险承受能力. He specializes in investment analysis and works closely with his clients to develop a customized financial strategy that they are comfortable embracing.

有近十年的信用社工作经验, Sebastien热衷于帮助Patelco成员实现财务健康. He is equipped with a full range of 财务规划 strategies tailored to each person's unique circumstances. 他发展得很深, long-term relationships and will carefully assess each member's risk tolerance and time horizon to help them make informed investment decisions.

"My goal is to ensure our members spend less time concentrating on the financial aspect of their lives and more time pursuing the things that matter most to them."

Sebastien has many years of comprehensive financial background experience and looks forward to meeting you and learning about your needs and aspirations.