What is the Difference Between a Financial Professional and a Financial Advisor?

In my career, I have been licensed and employed at both, and there are many similarities. Such as helping people with their retirement, investing, financial planning, money management and so forth. However, there is a key difference in what is called “captivity,” as well as how we engage a client and how we make our... Continue Reading →

Financial Planning Seminars

We offer Free Financial Planning Seminars in the Southern California Region. Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed. These seminars are done at churches, community and civic groups... Continue Reading →

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