As a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED PRIVATE WEALTH ADVISOR® professional, I perform the following communications activities: 

  • Conduct telephone, in-person, and virtual portfolio and financial plan reviews
  • Regularly track progress toward goals  
  • Conduct check-in service calls
  • Provide updates on pending legislation and regulations
  • Respond promptly to client calls and emails
  • Visit client’s personal residence, including traveling out of state 
  • Send relevant firm commentary
  • Present information at topical, educational, and special events
  • Conduct private briefings with investment strategists