I think I’ve done that in my own life, and I love assisting clients get from where they are to where they want to be.įinancial Consultants and Branch Managers may only conduct business with residents of the states for which they are properly licensed. Schwab has the philosophy of Own your tomorrow, and I think it is so true. The reason I’ve stayed at Schwab for 14 years is because I really feel that I can do the right things for clients. He has done so much work to get to the place that he is today. Five, six days a week they were coming to our house. She suggested that we have Hunter tested, and sure enough, we got the diagnosis and we started therapy. We got a speech therapist to come in, and she had worked in autism before.
When they were 2-1/2, they weren’t really talking like they should have been. It’s a learning process every time you go into something new. “Alright, thank you so much for coming in.” Whether it’s somebody having a baby, getting married, getting divorced, a lot of emotional stuff is tied in with finance. I think the value that I add to my clients is not just having low expenses, but really getting to know my clients and helping with the big picture. Once I became a Financial Consultant, I really could care for my clients. I was a cashier at a restaurant, I was a customer service rep, and I became a nurse because I enjoyed caring for people. My first job, I was in 4th grade, and I delivered newspapers.
Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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