Honesty. Trust. Integrity. Those are the values that were ingrained in me during my ten years of active duty service as a Surface Warfare Officer with the US Navy. Today they are the foundation of my financial planning practice.
When I left active duty, I wanted to enter a career where I could continue to help people in my community. Helping individuals and families through the peaks and valleys of their financial journey became my second calling.
My practice is built on the pillars of education and life-long learning. As a Behavioral Financial Advisor (BFA), I utilize a values based approach and specific coaching techniques, to take the emotions out of long-term investing. The ability to think clearly, control your emotions, and see the forest through the trees is critical during times of market volatility. I work hand-in-hand with my clients to calm their fears during times of unrest, and guide them through their emotions, to make informed and educated decisions for their future.
In addition to being a Behavioral Financial Advisor (BFA), I also hold certifications as an Accredited Investment Fiduciary (AIF) and Registered Financial Consultant (RFC). Holding a certification as a Fiduciary reiterates to my clients that I will always act in their best interest with every investment decision we make together.
Finally, I am proud to have earned the prestigious “Ethics Certification” from the International Association of Registered Financial Consultants (IARFC). This award certifies that I adhere to the highest standard of ethics and care within my financial planning practice and have a clear record verified through FINRA.
Although I left active duty some time ago, I continue to serve as an officer in the US Navy Reserves. Having been deployed four times around the globe, on three different classes of ships, provides me with a unique perspective that allows me to focus on what truly matters to my clients; the protection of their family’s financial future.
If you believe a financial advisor with a background of service to the nation and forward leaning focus on ethics, honesty, trust, and integrity could benefit you, I would love to have a quiet chat with you and your family. Please reach out anytime:
Securities and advisory offered through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC. www.finra.org www.sipc.org
PHOTO CAP: Brian Pultro – US Navy Reserve Officer and Ethics Certified Financial Advisor