Here are answers to questions regarding Greenworth Investment Advisors.
Are you a fiduciary?
Yes.
How will you keep me from being my own worst enemy?
Good finances start with personal accountability and good financial behavior. I live this behavior and encourage you to do the same.
Do you receive any commissions or compensation from insurance, mutual fund, or private investment companies?
No.
Do you have a niche?
I have been investing in the stock market since I was a kid. I’ve seen and dealt with all kinds of investing emotions for more than twenty years.
I built a $15 to $20 million dollar gross revenue business with thirty employees and ran it for over twenty years. This allows me to consult with clients that are business owners, and it provides a unique perspective with respect to clients that are employees.
What services do you offer?
I have been helping people with their investments and providing business consulting since 2012.
What are your credentials?
The best credential is a rock solid financial statement and net worth. Ask yourself, do you want to take financial advice from someone who can’t manage or grow their own personal wealth?
Greenworth Investment Advisors, LLC. – State of California 2012
Investment Advisor – FINRA
Loyola Marymount University – BA
What is your financial philosophy?
- Maintain zero debt that isn’t income generating. (It is difficult to build wealth with debt.)
- Keep things simple.
- Focus on the long term and what you understand.
- The Pareto principle applies to most things in life (including investing).
- Time in the market is better than timing the market.
- Never stop learning.
What is unique about your client experience?
- Founder led with a rock solid financial statement.
- Client backboard for financial and business problem solving.
For further information send an email to greenworthadvisors@gmail.com.