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Yyyyyy x. yyyyyy
30 Blue Hill Road Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx
abc@xyz.com abc@xyz.com
Executive Profile
Driven, focused and dynamic Wealth Management Principal with over 10 years of impressive, noteworthy experience in the wealth management services sector. Skilled in all aspects of financial planning with clients at all levels; use excellent needs assessment skills to tend to each client s respective circumstances and aid them in attaining their goals. Demonstrated finance acumen as a result of combined academic and practical background. Adept in developing lasting, trust-based client relationships that drive revenue and lead to referral business. Also a Certified Financial Planner (CFP ) and Chartered Financial Consultant (ChFC ), with 15 years of experience as a Registered Investment Advisor. Adhere to thorough professional standards and continually aim to act in clients best interests. Foster mutually positive relations with Centers of Influence (COI), as well as Attorneys, Accountants and other professional partners. In search of a role that will allow for client recruitment and service with an innovative and dedicated fiduciary planning and investment management firm.
Selected Highlights
Served at the senior level in the Finance Department at several Fortune 500 companies, including Bertelsmann Music Group and Pearson Education
Earned the ChFC designation, the highest standard of knowledge and trust in Financial Planning that a professional can receive
Also attained the CFP certification, recognized as a standard of excellence for competent and ethical personal financial planning best practices
Booked often for appearances in national publications, such as Smart Money Magazine, Bloomberg, and Dow Jones Newswire, among others
Also appeared as a subject expert on broadcast television, including PBS Nightly Business Report
Core competencies include Wealth Management, Estate Planning, Investments and Retirement
Other areas of skill include Finance, Strategic Planning, Portfolio Management, Advising, Management Services, Retirement Planning, Investment, Asset Management/ Allocation and Mutual Funds
Honored with numerous academic awards and scholarships during studies for both degree programs
Technically proficient in Salesforce, PortfolioServices, Schwab Institutional, MS Office Suite and others
Career History
The Baron Financial Group
Wealth Management Principal, 2002-Present
Deliver fee-only comprehensive wealth management services to clients including working families, widows and retirees
Call upon experience in feature articles for the Wall Street Journal, Dow Jones Newswire, Bottom Line Personal and MSN Money.
Engage with clients in the areas of money management, comprehensive financial planning and estate planning
Also guide clients through life planning, retirement, personal tax processes and overall investment management
Make certain that all clients have enough money for as long as they like by minimizing losses in their investments, done so that they do not lose large sums of money if the market experiences a downturn
Work diligently to outpace inflation, so as to provide clients with a comfortable retirement
Continually assess the value of investments under management using a deep knowledge base covering a broad array of financial issues
Maintain good standing with the Securities and Exchange Commission (SEC)
Aim to grow the firm s Assets Under Management (AUM) from $48M in 2007 to over $200M as of this year using new client development tactics
Refine the ideal client by focusing on client and COI referrals
Attained a client satisfaction score of 98%, as measured in 2010 through the use of client satisfaction interview processes
Yyyyyy x. yyyyyy
Continued
Education & Credentials
Master of Business Administration, Finance and Marketing, Rutgers University-Newark
Bachelor of Arts, Music Management, William Paterson University
Certification, NAPFA - Registered Financial Adviser
Certifications, CFP , ChFC
Also engaged in numerous continuing education efforts
Awards & Honors
Recipient, 2013 Five Star Wealth Manager Award
(Nominated from third party professionals, honored for six consecutive years)
Professional Involvement
Member, The National Association of Personal Financial Advisors (NAPFA)
Member, Greater Xxxxxx Estate Planning Council
Member, Estate Planning Council of Bergen County
Member, Financial Planning Association (FPA)
Community Involvement
Member, Fair Lawn Chamber of Commerce
Member, Rutgers Alumni Organization
Committee Member/Merit Badge Counselor, Boy Scouts of America
Board Member, The Boys & Girls Club of Xxxxxx
Publications
The Baron Financial Group Overview (December 20, 2010)
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