We are excited to announce our new office in Woodland Hills and the addition of Viewpoint Financial Advisors into the Viewpoint Financial Network. This new office will be led by Paul Nelson and Jon Beauchemin who will bring extensive experience in wealth management and retirement planning to the Los Angeles market.
Paul Nelson is an experienced Certified Financial Planner that has been serving clients since 2004. Paul has grown to lead our Wealth Management Consulting Program at Viewpoint Financial Network and oversees our portfolio allocation decisions. Paul believes strongly in financial literacy and providing education to those he serves, both inside and outside the office.
Jon Beauchemin serves as a Senior Wealth Advisor and has been in the financial services industry since 1998. Jon has developed an extensive depth of knowledge of California’s retirement systems, such as CalPERS, CalSTRS, and TSAs and 403(b)s. Jon also works with many clients who are retiring from large corporations and helps them determine the retirement benefit options that best suit their needs.
We are thrilled to expand into the Los Angeles area with our Woodland Hills office and utilize the infrastructure of Viewpoint Financial Network to support Paul and Jon. We look forward to serving their clients and sharing our uncomplicated approach to financial planning and money management. You can schedule a visit with Paul or Jon by contacting us here and selecting Woodland Hills. We look forward to talking to you soon!