FinancialAdvisors.com
Title
FinancialAdvisors.com - THE source for informed professionals
Description
Financial Advisors is where professional financial advisors go to get advice, information, products, and services to help them manage their business more effectively. By providing a comprehensive integrated solution unique to each individual advisor, Financial Advisors is a virtual workplace where advisors can conduct their business anytime, anywhere and in any manner that best suits the needs of their practice.
As CEO, Brian is responsible for attracting outside resources and people who are committed to creating a financial planning company that helps more people become financially successful. Brian's professional experience include being owner of his own financial planning practice through Professional Financial Advisors, Inc., a Registered Investment Advisor, an information technology marketing representative at Hewlett Packard, and as a communications engineer at TRW and Hughes Aircraft Company. He is a Certified Financial Planner (CFP). He holds a Bachelor of Science in Electrical Engineering from SUNY at Stony Brook, an MBA from Northrop University, and completed one year of law school study at Western State College of Law. He is an Accredited Tax Preparer. He has authored numerous books and articles including 'Planning For the Golden Years With Variable Annuities'. He co-developed the original www.financialadvisors.com in 1997, a precursor of today's business model. Brian is a frequent guest lecturer at many local colleges, and industry associations on a variety of financial advisory topics. He is licensed with the National Association of Securities Dealers (NASD) and the California Department of Insurance (License #0661999)
As President, James (Jim) is responsible for steering the team, directing the company's resources toward our vision, and developing strategic partnerships. Jim has been in the financial services industry for over 20 years serving in various sales, management, and advisory positions. His professional experience includes advanced marketing consultant with Transamerica Life Companies, seminar speaker for several national field marketing organizations, and owner of his own financial planning practice through Professional Financial Advisors. Jim is an experienced speaker, having given numerous seminars on such diverse topics as, Senior Wealth Conservation, Deferred Compensation, Business Succession, IRA Stretch Out, and Annuity Rescue planning, among many others. He is also the author of several financial books: Planning for the Golden Years with Variable Annuities, Financial Planning with Variable Annuities, Survey of Advanced Sales, and his most recent offering Conserve Your Wealth in 7 Easy Steps. He has also taught business and investment courses at a local community college.
Contact
- NETINSCO
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- Dana Point CA
- US 92692
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Additional Information
Related Domains
- Advisor Community
- Broker Dealer
- Clu
- Certified Financial Planner
- Charitable Planning
- Chartered Financial Analyst
- Chartered Life Underwriter
- Financial Advisers
- Financial Advisor Jobs
- Investment Management
- Investment Planning
- Money Managers
- Mutual Funds
- Portfolio Management
- Registered Investment Advisors
- Tax Planning