Banner Health Employees:
Learn How to Avoid
5 Critical Investment Mistakes
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As a healthcare worker you dedicate your life to helping others, often leaving little time to focus on their own financial well-being.
Between demanding hours and the complexities of investing, it’s easy to make mistakes that can impact your long-term goals.
You spend your life helping others—let us help you secure your future by avoiding these five common investment mistakes.
MEET THE Managing Partner & Senior Wealth Advisor
Hello, I'm Nick!
Meet Nick, a CERTIFIED FINANCIAL PLANNER™ with a world of experience. Over a remarkable 15-year tenure, he specialized in Financial Planning and Investment Management, particularly for pre-retirees and retirees in the healthcare industry.
With credentials as a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, Nick guides his clients through diverse market landscapes.
His clients often describe him as more than just a financial advisor – they see him as family.
Nick's unique blend of analytical prowess and genuine empathy ensures each client's financial journey is both strategic and deeply personalized.
Our 3 Step Process:
The Wealth Wellness Blueprint
1. Initial Consultation
Think of this step as a doctor's initial check-up. During a quick 15-minute Zoom or phone call, we'll determine if our expertise aligns with your financial health needs
2. Comprehensive Diagnosis
Similar to how a doctor runs various tests to diagnose a condition, we delve deep into understanding your financial situation and aspirations.
3. Personalized Treatment Plan
After our comprehensive diagnosis, we move to the treatment phase. We analyze your financial health in detail, similar to how a doctor reviews test results to form a diagnosis.
Start your Financial Journey Today
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.