- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Pictet & Cie||3 months, 3 weeks||Nov 2019 - Present|
|Raymond James Financial Services Advisors, Inc.||3 months, 3 weeks||Nov 2019 - Present|
|First Western Advisors||20 years, 1 month||Jan 2000 - Present|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Investment Management Consultants AssociationMembershipIMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Jeffrey Teran
AnswersAsk a financial questionAsk a question
|I have am trying to rollover my 401K. The employer won't sign the form, what is the legal deadline?
You may want to consider contacting your regional Department of Labor office. The DOL regulates ERISA laws that govern defined contribution plans like this. According to ERISA, plan trustees must act in a fiduciary capacity, meaning they must put your interests before their own. For example, promptl...  (more)
Answered May 2014
|How is it possible to lose $14K in 8 months when the Dow is only 200 points when you're supposed to be mitigating risks?
I agree with Richard and Nick, consider the size of your portfolio. What percent is a $14k loss to your overall investment? If the DOW is down 200 points, that's about a -1.1% drop, are you close to that number? I would also look at your allocation and sector exposure. Energy and commodities have be...  (more)
Answered Dec 2015
Licenses & Conducts
Raymond James Financial Services Advisors, Inc
$117.6BTotal Assets Under Management
N/ATotal Assets Under Advisement
$294.0KEstimated Average Account Balance