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Art Federis
Director @Choreo
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WORK HISTORY
Director @Choreo
Orange County, CA, US
Meets with clients to provide market & macroeconomic updates, review portfolio performance, provide rebalancing recommendations, address client ad-hoc questions, and run financial planning scenarios for decision-making• Develops Monte Carlo simulations within eMoney financial plans to conduct various planning exercises – retirement, social security, college education, cash flow, budgeting, stock option, and investment planning analysis• Builds elaborate financial plans in eMoney involving outside business interests (LLC’s, Partnerships, S-Corps, etc.) and complex trust structures to show detailed snapshot of current financial picture• Analyzes client’s property & casualty insurance to mitigate risk and coordinates with insurance agents to find solutions that provide adequate coverage levels, are competitively priced in the market, and are tailored to client-specific needs• Reviews core estate planning documents for clients to ensure their wishes are in-line with their legal documentation• Sources and facilities financing on behalf of clients for home, auto, marine vessel, aviation, and artwork purchases• Delivers superior client experience via front-line client service to clients, by responding promptly to client inquiries, placing trades & rebalancing client accounts, and completing client cash requests as soon as possible • Prepares budget reports for clients to track monthly spending and provides analysis and insight into spending trends• Evaluates client’s holistic financial situation to identify weaknesses that will optimize their overall financial health and wellbeing such as: optimizing credit card spending, paying outstanding consumer debt, refinancing high-APR loans, and addressing extravagant spending habits
EDUCATION
California State University, Long Beach
Bachelor of Business Administration (B.B.A.), Finance, General
The American College of Financial Services
Accredited Estate Planner Coursework
UCLA Extension
Personal Financial Planning Certificate Program
SKILLS
ABOUT ART FEDERIS
Director, Wealth Management at Choreo
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