Q: How do you help your clients achieve their goals?
A: The mission of Spring Financial Group of Wells Fargo Advisors is to ensure our clients feel more confident that their financial house is in order and their investments are well positioned to help achieve their objectives. Our team aspires to be an exceptional sounding board, advocate, advisor and professional resource connector to our clients through the arc of their financial lives. Ali Ganjian and I each bring extensive and diverse professional backgrounds to serve each client collaboratively to ensure the client’s investment, retirement and legacy planning is comprehensive. Our job is to ask “what-if” questions and assess possible solutions amid good times so clients don’t face a crisis and say “I wish I would have known or thought about that.” Our goal is to ensure our clients’ decisions preserve financial optionality—the hallmark of independence.
Q: What distinguishes your service?
A: We follow the “Golden Rule” by being proactive advisors helping to identify and deliberate financial options along life’s path. We value the importance of independent thinking and straight forward communication. As a portfolio manager, we invest our clients’ assets as we invest our personal assets to the extent objectives overlap—rather than farm out accounts to firm or third-party model managers with 15-20 mutual funds. All investment advice, tax strategies, estate planning strategies and insurance advice will be based on the information you provide to us and will be in your best interest.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Investment and Insurance Products:
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value