ADVISOR SUPPORT MANAGER

Before joining FMB Wealth in June of 2016, A.J. excelled in Business Development across a few different industries including Orthopedic and Sports Medicine Surgical Supplies, Home and Business Security and most recently Project Management Software. A.J. was raised in Westlake Village, graduated from Westlake High School, and holds a Bachelor of Science degree in Kinesiology from California State University, Northridge (CSUN). His expertise in creating and maintaining strong processes will add greatly to the collaborative approach that FMB Wealth Management prides itself in, of working closely with clients and their other financial experts to facilitate a more comprehensive and enjoyable investment experience.

 

The FMB Blog

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...

Are You Prepared for a Market “Correction”?

6/30/17 Before we proceed, let’s get two things straight: First, there is no such thing as a “correction”. When buyers and sellers agree on a price, that is the correct market price. However, there have been and will be large market price declines...

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...