Certified Financial Planner

2 weeks ago

Roseville, United States Capstone Partners Financial LLC Full time

We love people and are passionate to serve their personal and financial needs. We work with high intention, high service, and a relational imperative.

Our approach is a big factor in our success, which translates into success for our clients. There are 6 components which make up our approach: Transparency, Keeping You Informed, Investment Philosophy, Expenses & Taxes, Risk Management, and Discipline.

The goal of our services is to help achieve what matters most to our clients; to help them make informed and wise decisions about their assets, about their future.

Too often, fear, greed, overconfidence, and lack of knowledge drive investment decisions. In many cases investors can be their own worst enemies.

We do not fall prey to the investment _de-jour_ promoted on TV stations or radio shows.
- Keep expenses as low as possible.
- Diversify and rebalance systematically.
- Minimize taxes.
- Think long-term yet manage against loss in the short term.
- Recognize that asset allocation determines the majority of portfolio performance.

Defining the amount of risk that needs to be taken to achieve a particular goal or objective drives the asset allocation. This is one of the final steps in the process of the financial plan. Risk is specific within various asset classes. However, the combination of multiple non-correlated asset classes can reduce the risk to the overall portfolio.

Risk management extends beyond the investment portfolio. Liability management, emergency liquidity preparation, business risk management and insurance protection to mitigate risk may also matter during the course of your lifetime.

**Managing the constant balance of growth and safety is essential to achieving your goals.**

Solera Asset Managers & Insurance Agency, LLC is an investment adviser located in Roseville, California. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor.

1512 Eureka Road, Suite 240
Roseville, CA 95661

Pay: $85,642.00 - $176,322.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance

Schedule:

- Monday to Friday

Work Location: In person

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