The Team

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.

Our Staff

Nolberto Chavez

Nolberto Chavez

Executive Assistant

Client Service Manager
More about me...

Qualifications

  • 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.