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I’m Never Too Busy for Your Referrals

I’m Never Too Busy for Your Referrals

| June 01, 2022

About 77% of Americans report feeling anxious about their financial situation. (1) Money is the last thing you want to worry about after a long day, yet many Americans are losing sleep over their finances. Understanding the ins and outs of personal finance can be overwhelming, so feeling confident about your monetary decisions is often a tall order. After tackling work, family, and friendship responsibilities, there just isn’t much time left to think about finances.

The importance of proper financial planning shouldn’t be overlooked, which is why many choose to turn their money management needs over to a financial professional.

But how do you find an advisor you can trust and with whom you’ll want to work for the long haul? I understand this can be an intimidating process because trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, I am honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let me in on their financial journey. 

I place the utmost value on my clients and greatly appreciate the opportunity to serve the important people in their lives as well. I gladly welcome the chance to connect and get to know new clients who may benefit from the services I provide. As an integral part of continued growth, your referrals are the highest compliment.

The FSI Wealth Management Difference

I’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to me. I believe so many people have referred others to me for a few different reasons:

  1. A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why I create a plan focused on your financial goals. I take the time to outline a tailored strategy based on your specific needs, goals, and circumstances. 
  2. Strong relationships. I prioritize a hands-on client-centered approach, which has led to long-lasting relationships with so many of my clients. I consider you to be more like my friends and family. I’m proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
  3. A long-term commitment. I recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why I provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, I will always be there to provide the financial service resources and continuous management necessary to keep you working toward your goals.

The People I Serve Best

I am committed to partnering with you and helping carry your financial burden. Because I like to form trusted and close relationships with my clients, I strive to work with people whom I believe I can best serve, individuals and families in all stages of retirement planning. While I love working with professionals in the defense industry, I am also here to help people from all kinds of different backgrounds and professions. My clients want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important. 

Do You Know Someone Who Could Benefit From My Services?

One of the reasons I choose to work with a select number of clients is so I can provide personalized attention and care to each client as well as their loved ones—and take these financial matters off their already full plate! When you have questions about your portfolio or strategies, I’m here to help. When you experience a new milestone in life, I’ll be here to help. And if you know anyone else who has questions or needs unbiased advice, I’m never too busy to help. 

If you’re a client of mine and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with me, they can schedule a no-obligation introductory meeting by calling me at (619) 681-1911, emailing, or scheduling a time online.

About Paul

Paul Neves is president and wealth manager at FSI Wealth Management, a leading independent wealth management firm based in San Diego, California. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. Working with clients in the financial industry since 1989, Paul has dedicated his life to seeing his clients and their families reach their goals and fulfill the financial plans they have created for their life. He believes that trust and respect are key to building strong, long-lasting relationships with his clients. Paul is known for helping families take the mystery out of preparing for today and tomorrow. 

Paul graduated from San Diego State University in 1989 with a bachelor’s degree in business administration, concentrating in financial planning and services. He is currently a resident of Point Loma, California, where he spends his free time with his family and friends either boating, cooking, wine tasting, or traveling. To learn more about Paul, connect with him on LinkedIn.