Why I Became a Financial AdvisorSubmitted by Reviresco Wealth Advisory on September 7th, 2017
I’ve often been asked why I entered this industry and chose to become a financial advisor. Like many people, I didn’t grow up knowing exactly what I wanted to be or what I wanted to do with my career.
What I did know is that I enjoyed helping and teaching people, and I wanted a career that allowed me to do that. With the desire to tackle real-life problems and puzzles people often face, I became more and more intrigued by the financial services industry. While some are wary of stockbrokers, I wanted to be an advisor people trusted to guide them in their decision-making, help them implement new and innovative ways to realize their goals, and open their eyes to new opportunities that are possible when you think outside of the box.
I love discovering what makes people tick and the psychology of decision-making. With the realization that both of these interests play well in this industry, I changed careers and became a financial advisor in 2013.
Founding My Firm
After gaining several years of experience in the industry, I knew I wanted to have more control over who I worked with, how I worked, and what I could offer them. The best way I could do this was to form my own practice. In January 2017, I started Reviresco Wealth Advisory, an independent fee-based fiduciary financial advisory firm.
While I serve a broad range of people, I specialize in working with affluent professionals and families approaching retirement. As they prepare for this next transition in their life, they worry about ensuring their money lasts throughout retirement and that they can leave behind their desired legacy. They seek comprehensive and lifelong financial guidance.
Working closely alongside them, I take a genuine, empathetic, and open-minded interest in their life because I want to see them succeed. I care about their goals and concerns and strive to provide the dependable and trustworthy service that they deserve. Whatever their questions or needs, I bring a personal touch to the planning process in the hopes that I can help them feel more at ease and less stressed about their finances. I’m not just providing fiduciary financial advice; the real benefit of my work is helping my clients pursue a life with fewer worries, more clarity, and greater financial flexibility.
My Career Today
Running a wealth management firm and serving as an advisor to my clients can be time-consuming. My clients are my top priority, and I’m dedicated to providing them one-on-one service and personal attention. While I have strategic processes in place, it can be challenging helping people move beyond their established beliefs to plan for a retirement that may last 30 years. Retirement planning has drastically changed in the past few decades, so part of my role is helping people understand the new landscape.
While there are challenges that come with any career, I can’t imagine doing anything else. Every day, I’m driven in my career to reach my highest potential, and I want to enable my clients to do the same. This mindset goes well beyond business and finance and provides a higher purpose to the “why” of it all. I feel very protective of my clients and I want them to know I am here for them. I hope they can feel more relaxed knowing that I am watching over their financial future so they can enjoy life with fewer worries.
It’s very fulfilling to have a client thank me for my services and tell me that they feel more positive and relaxed in regards to their financial future. I enjoy helping people see things from a new perspective and realize different approaches that can help them pursue their goals.
Taking the Next Step
I have helped many families develop and implement their financial plans so they can pursue their retirement dreams. From retirement and asset management to financial and tax planning, my team of professionals and I can help people during one of life’s biggest transitions. I’m always happy to meet with someone who is looking for financial guidance and education, and who is serious about establishing a financial plan for their future.
I keep my process simple, and it’s easy to get started. The first step is a 20-minute Get Acquainted Call. We’ll talk about your situation and goals, and I’ll share how I might be able to help. There is no commitment or obligation involved, but if it sounds like we’re a good match, we can take the next step with an in-person meeting. Both of these meetings are free of charge.
To take the first step and schedule our 20-minute conversation, call 858-724-2444 or email firstname.lastname@example.org.
Ian Maxwell is a financial advisor and the president and CEO of Reviresco Wealth Advisory, an independent, fee-based firm dedicated to providing investment management and strategic wealth planning based on fiduciary standards. Providing comprehensive financial planning and asset management, Ian specializes in serving successful pre-retirees who want to ensure the assets they’ve worked hard to build work for them in return during retirement. He is passionate about improving the quality of life for his clients and developing innovative solutions that help people reconsider how to best achieve their financial goals. Based in San Diego, California, he works with clients locally, as well as in Northern California in the San Francisco area. To learn more, connect with Ian on LinkedIn, or send him an email at email@example.com.
Advisory Service offered through Sowell Management Services, a registered investment advisor.
The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Sowell Management Services believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management Services' view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.