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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
So if these questions resonate with you…
- Do you wonder if you are truly prepared for retirement?
- Are you worried about managing all the moving pieces of your financial life?
- Do you want to find a way to stress less and enjoy life more?
…we are here with customized solutions for all your financial concerns.
We’re Here to Help In Person or Virtually
We offer a no-cost 30-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve.
In our free introductory session, we’ll discuss:
- The things that worry you about your financial future
- What your vision of retirement looks like
- Solutions to your specific concerns
- How our process and services can bring value to your financial life
Get Started Now
To schedule your free 30-minute introductory session and take the first step toward the future you dream about, schedule below. You may also call (619) 681-1911 or email firstname.lastname@example.org.
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, farming, or traveling. To learn more about Paul, connect with him on LinkedIn.