WHY VIEWPOINT

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The people of today are occupied.

Advances in technology have accelerated the speed of life, bringing us more choices and opportunities than we had before. Every day, life grows quicker and our reach grows broader.

In this moving, changing form that life now assumes, how can there be a space to attend to something so intricate and time consuming as your finances?

Finance is an industry not known for its technological efficiency. Operational efficiency is a struggle for most advisors; but at Viewpoint we embrace it. While others make the whole process of managing your wealth more complicated than it needs to be, at Viewpoint we are always striving to make things simpler.

This is what distinguishes how clients experience us.

We have structured the way we work with clients to serve them on their time. Our highly sophisticated technology works in the background so that our team can meet you where you are in life with a service that is highly personalized, nimble, and uncomplicated.

 
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How We Are Compensated

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Viewpoint is a hybrid, or dual-registered, broker dealer firm. In technical terms, this means that we are registered representatives under FINRA as well as investment advisor representatives under the United States SEC.

In plain terms, this means we are giving you the choice to compensate us through commissions received in exchange for our recommendations or if you prefer on a fee basis.

 
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BENJAMIN W. WONG, CFP®, AIF®, MBA, PRESIDENT, SENIOR FINANCIAL ADVISOR

CYNTHIA MEYERS, CFP®, MBA, VICE PRESIDENT, SENIOR FINANCIAL ADVISOR, OWNER/FOUNDER CONFLUENCE

GRACE NELSON, CFP® VICE PRESIDENT, SENIOR FINANCIAL ADVISOR

 

Nancy Conrad, BUSINESS CONSULTANT

Paul Nelson, CFP®, MBA, Vice President, Senior Financial Advisor

SHAWN SANDOVAL, CFP®, DIRECTOR OF BUSINESS DEVELOPMENT

 

Shabina Rafiq, FINANCIAL PLANNING ASSOCIATE, DIRECTOR OF OPERATIONS

 
 
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ANITA FONG-CHAO, AIF®, CFP®, FINANCIAL ADVISOR

DAN TOMAN, CFP®, FINANCIAL PLANNER, LEAD INVESTMENT STRATEGIST

DON KAPLAN, CPA, FINANCIAL ADVISOR

 

RON SANCHEZ, CFP®, LUTCF,
WEALTH MANAGER

JON BEAUCHEMIN, FINANCIAL ADVISOR

Ankit Shah, CFP®, Financial Advisor

 

Kathy Patterson, CFP®, Senior Financial Advisor

 
 
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ANTHONY MARCELINO, FINANCIAL PLANNING ASSOCIATE

 
 
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ADELE IWASAKI, ADMINISTRATIVE ASSISTANT 

Antonette Kistler, EXECUTIVE ASSISTANT AND OFFICE MANAGER

CHERYL MCCULLOUGH, OPERATIONS SPECIALIST

MATT WONG, IT AMBASSADOR, Financial Planner Assistant

 

GAYLE PLAYDON, PARAPLANNER

THERESA CROSS, MARKETING COORDINATOR, CLIENT COMMUNICATIONS

KEITH MUIR, SENIOR FINANCIAL PARAPLANNER

SYLVIA CRAIG, CLIENT SERVICE ADMINISTRATOR

 

MELINDA BANISTER, CLIENT SERVICE SPECIALIST

MINDY HEDGES, OPERATIONS SPECIALIST

 
 
 

AWARDS

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The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2708 Los Angeles wealth managers were considered for the award; 154 (6 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). For more information, please visit www.fivestarprofessional.com.

FT 400: To compile the 2019 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. 880 applicants were considered, and 400 (45.4 percent of candidates) were selected. For the full methodology, please visit ft.com.

The Women's Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women's Choice Award, 108 were named Women's Choice Award Financial Advisors/Firms.

These awards are not indicative of the advisor's future performance. Your experiences may vary.