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 high school. I’ve seen and dealt with all kinds of investing emotions for over twenty-five plus years.

I built a $20 million dollar gross revenue business with employees. This allows me a better insight to potentially successful businesses when investing.

I like to do things differently. Your life doesn’t have to be what everyone else expects. You can do lots of different things or one. Who says you only have to fit into the medias mold. It’s your life do it your way.

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 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 2012

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.
Long term investing experience.
Business ownership perspective.
Business consulting partner.
Patience.

For further information send an email to greenworthadvisors@gmail.com.