How to Be a Valuable Company Resource as a 10xer: The Blueprint
- Forbes
10xers, a person who demonstrates skills, productivity and innovation that’s ten times better than the average employee, are critical to an organization’s success.
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I am a Financial Advisor with Hilltop Securities, in the San Diego branch. I started out in 2012 working with my grandfather until his retirement in 2016. My practice encompasses fixed income and wealth management. I employ strategies that are supplemented with premier financial advisory services to help achieve the financial goals of clients.
Vision Statement:
To create a distinguished practice focused on the the success and well-being of my clients by taking a holistic approach with financial planning.
Mission Statement:
To understand the underlying needs of my clients; and use that information to compose a comprehensive financial plan to help achieve financial freedom.
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Education
ADVANCING YOUR
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Forbes
10xers, a person who demonstrates skills, productivity and innovation that’s ten times better than the average employee, are critical to an organization’s success.
- Forbes
Biden’s new student loan forgiveness plan will provide multiple pathways to relief. Here's a breakdown of who qualifies, how people will apply, and when relief begins.
- Harvard Business Review
While some may cringe at forced rituals, research shows that personal and team rituals can actually benefit the way we operate. Harvard Business Review explored the ways rituals can set us up for success before work, get us psyched up for important presentations, foster a strong team culture, and help us wind down at the end of the day.
- Broadridge Content
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- Broadridge Content
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As advisors, we focus on helping you pursue your financial goals. Whether it’s saving for college, taking your dream vacation, or pursuing the retirement you've worked for. We offer services and solutions that can assist you with your financial future.