The Beccari & Werdel Wealth Management Group

Team

Esther Joachim

Esther Joachim

Office Manager

Qualifications

  • California State University of Bakersfield, B.S. Business Finance

Roles & Responsibilities

  • Maintain practice financials and manage office expenses within a budget
  • Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
  • Supervise administrative staff as well as manage team interactions on a day-to-day basis
  • Assign and delegate work and provide feedback, when appropriate, to other support staff
  • Act as a back up to other staff
  • Own the recruiting process for hiring new staff into the practice
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John Lawyer

John Lawyer

Operations Specialist

Qualifications

  • 10+ Years of experience in Financial Service Industry and Insurance Industry
  • CA Life Insurance License #0E73288

Roles & Responsibilities

  • Conduct transactions on behalf of clients
  • Run illustrations and hypotheticals
  • Researches portfolio/robust product solutions that will fit the client’s risk tolerance, goals and time frame
  • Identify clients to engage or re-engage in planning relationships
  • Monitor economy, markets, and world events to determine any required strategic rebalancing
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Diana Nombrano

Diana Nombrano

Client Service Coordinator