Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Nolberto Chavez

Nolberto Chavez

Executive Assistant,

Client Service Manager


  • 10+ years’ experience building, leading, managing and coaching a team as a former Officer; Financial Center Manager II with Bank of America, N.A.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Bachelor of Arts with Honors in Economics from California State University, Sacramento.

Roles & Responsibilities

  • Primary point person for all client contacts.
  • Perform business analytics as needed to support financial advisors in the growth of the business.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Keen problem-solving and trouble-shooting abilities; high level of accuracy and attention to detail.
  • Proficient in computer skills and professional programs, e.g., Morningstar® Advisor WorkstationSM, NaviPlan®, Salesforce and Microsoft Office 365.
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