Adams Ashby Financial Advisors
Aug 29, 2013 05:41PM
● By Style
I’m in the business of helping people plan for their future. As a financial planner, my responsibilities are to assess where my clients are succeeding, where they can use improvement, and then implement a strategy to achieve their goals. I started investing in college and once I found out that I could help people invest for a living, everything else seemed to fall into place.
What life accomplishments are you most proud of?
I recently became a Certified Financial Planner™ (CFP®), which is among the highest designations I can have in my industry. Only 17 percent of people who call themselves financial advisors are CFP® professionals. The other two accomplishments I’m most proud of are being a husband and father.
Who is your role model in business or in life, and why?
My dad—he ran his own law firm for 37 years and taught me two very important lessons in business. Firstly, that there is always room at the top if you work hard and continue to educate yourself. Secondly, he showed me that character and integrity matter above everything else.
What’s your biggest job perk?
Independence. Being independent from any company or product gives me the freedom put my clients’ interests in the forefront of my decision-making process.
Where do you and your family go locally to have fun?
We love to use the city’s bike trails and playgrounds. I also organize and play on many recreational sports teams at Mahaney Field and Maidu Park.
And finally, customer service is…?
Communication. Every successful relationship is based on how well you communicate. I set high expectations and then strive to deliver above and beyond what is expected.