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Professional Profile for Name

Name

123 Main Street

Suite A

Lincoln, CA, 95648

Telephone: [369] 852-1470

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My Business Philosophy

Your financial goals are my highest priority. I have the knowlegde, experience, and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations for your children, travel and a second home. I provide the piece of mind that comes with knowing you have entrusted your financial future with an individual who will always place your interests first.

My Education (Name )

My degrees or years of college are:

• UCLA- BA

Financial Services

I have the following years of financial services experience:

• 23

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

• CIMA (Certified Investment Management Analyst)

My CRD or IARD number is:

• 123456789

My financial registration and fiduciary status is:

• I am a Registered Investment Advisor

• I am an Investment Advisor Representative

• I acknowledge I am a fiduciary when I provide financial advice or services

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Charitable Planning

• Tax Planning

• Investment Strategy

• Current Plan Reviews

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

My minimum asset requirement for investment advisory or money management services is:

• $250,000

My minimum net worth requirement for planning services is:

• $500,000

My primary professional association memberships include:

• National Association of Personal Financial Advisors

• Financial Planning Association

• Investment Management Consultants Association

Tax & Accounting Services

I am a:

• Certified Public Accountant

I have the following years of accounting experience:

• 22

My firm's State Board of Accountancy number is:

• CA1234

I hold the following tax/accounting industry certifications or designations:

• CPA (Certified Public Accountant)

• PFS (Personal Financial Specialist)

• ABV (Accredited in Business Valuation)

• ABA (Accredited Business Accountant)

• ATA (Accredited Tax Advisor)

I provide services for the following types of clients:

• Individuals & Families

• Businesses

I provide the following tax and accounting services to individuals and families:

• Tax Planning

• Tax Return Preparation

• IRS Representation

I provide the following tax and accounting services to businesses:

• Business valuations

• Tax planning

You can view my compliance record for tax and accounting services by going to my State Board of Accountancy's website:

• http://www.dca.ca.gov/cba

My primary professional association memberships include :

• AICPA

Insurance Services & Products

I have the following years of insurance experience:

• 11

I hold the following insurance industry certifications or designations:

• ChFC (Chartered Financial Consultant)

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

My insurance license number for my home state is:

• CA/CA/12345

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Disability income

• Health

Business Practices (All Professionals)

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Name

Most Recent Update: August 3, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.