Main Responsibilities of a Wealth Advisor at Buena Vista Financial Planning
AK's main responsibility as a Founder/Wealth Advisor is not just "investing clients' money," but acting as a "thinking partner" to help clients navigate life's significant financial decisions and challenges, requiring approachability and a non-judgmental approach to support clients during vulnerable moments like "divorce" or "job loss." This holistic approach leverages AK's financial expertise to help individuals and families achieve financial well-being.
Financial Planning, Investment Management, Client Communication, Financial Psychology, Estate Planning
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
AK Mashhoon
Founder / Wealth Advisor
Buena Vista Financial Planning
Cuesta College and Cal Poly, SLO
N/A
Business Management & Admin
Finance (Banking, Fintech, Investing)
Finance
Worked 20+ Hours in School, Transfer Student, Student Athlete, First Generation College Student
Video Highlights
1. Invests clients' money and acts as a financial thinking partner, helping clients make sound financial decisions.
2. Maintains open communication with clients to understand their life situations and be available during challenging times such as divorce or job loss.
3. Emphasizes approachability and non-judgmental support to help clients feel comfortable discussing sensitive financial matters
Transcript
What are your main responsibilities within your current role?
My main responsibilities involve investing clients' money. That's how I'm primarily compensated.
More importantly, I aim to answer the question for clients: will they be okay financially? This responsibility encompasses many things.
It involves a lot of communication and truly understanding their life situation. This allows me to be a thinking partner for them.
So, when big decisions are on the horizon, they have someone to consider the financial implications with. I also believe a main responsibility is to be approachable.
This way, when difficult life moments arise, like divorce or job loss, I'm informed as soon as possible. I want clients to feel comfortable being vulnerable.
Therefore, one of my responsibilities is to be as approachable and non-judgmental as possible. My job is to be a helper. I use my knowledge of finance, tax, insurance, and estate planning.
I've seen hundreds of financial lives and get to apply that to each individual person or family.