| Advisor Profile |
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Business Description |
We are a full service independent financial planning and investment management firm providing comprehensive planning and investment advisory as well as insurance consulting.
We specialize in principal preservation strategies for clients.
Awards Received:
*Awarded in 2005 & 2006 by the Consumer’s Research Council of America, as, “America’s Best Financial Planners.”
*"Top Financial Planner" by Las Vegas Business Press in 2006 and
*"Five Star Wealth Manager, Best in Client Satisfaction” by Las Vegas Life Magazine in 2007.
Dr. Geoffrey VanderPal DBA, MBA, CFP(R), CLU, CS, RFC(R), CTP and Christian Hansen MBA, RFC(R) offer a combined 26 years experience in investment management and financial planning. |
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General Information |
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| States Licensed in: |
Registered Investment Advisory and Broker-Dealer licensed throughout US.
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| Years of Experience in Financial Services: |
15
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| Work Experience: |
15 Years of professional finance experience in investment management, insurance and financial planning.
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Education |
| Academic Background |
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| Bachelor Degree in Business Administration/Majors: Marketing,Management |
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Services |
| Investment Types: |
Variable Insurance Products, Alternative Investments, Options & Futures, Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Fund Specialist, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, CTP, Chartered Life Underwriter, Certified Financial Planner
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| Securities Licenses: |
Series 65, 24, Life & Health, Series 63, Series 7
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Firm's Number of Clients: |
210
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| Advisor's Number of Clients: |
200
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
250000
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| Compensation Methods: |
Based on Assets, Commissions, Hourly
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| Fee % Based on Assets: |
0.5 - 2.0
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| Additional Details on Charges: |
The percentage fee charge for assets under management is based upon account size and complexity of management.
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| Prepared By: |
Dr Geoffrey VanderPal DBA, CFP(R) |
| Most Recent Update: |
04/22/2008 |
Frequently Asked Questions |
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