It’s official…I now have a fantastic Administrative Assistant to assist with the day-to-day tasks required of running a Financial Advisory practice. It is my pleasure to introduce my new Administrative Assistant, Shawna Ionita. Shawna is here to help ensure that my clients are receiving the highest quality customer service from Arktos Wealth Management. As complexities […]
Here’s the cold hard truth: The success of my practice is dependent upon my clients’ success. The more they succeed in building and protecting their wealth (or mini empire), the harder I have to work to ensure we are covering all facets of their plan. For a business to grow, it needs to keep […]
Starting now, any and all business related email must be sent to email@example.com. In my effort to continually improve the efficiency of my practice (the Japanese call this Kaizen), your email will automatically archive into your respective Customer Relationship Management (CRM) file. This will help me to instantly see all of ‘our’ correspondences. As […]
I don’t like rainy days. Heck, I don’t even like overcast days. I don’t like them because—growing up in Southern California—I am fixated on summer activities like boating, swimming, biking, and camping…all outdoor fair weather activities. Ask my sister, who used to live in Seattle, how much fun 30 continuous days of grey skies can […]
Please make note of my new address!! 3436 N. Verdugo Rd. Suite 210 Glendale, CA 91208 All other contact information is the same!
Yes, my practice has a new name: Arktos Wealth Management. But what does ‘Arktos’ mean…you ask? In searching for a meaningful name that would concisely describe the financial planning approach of my practice, I was looking for something that resonated with my own life and the principle of guiding my clients through the process of […]