Chavez Vincent
Financial Planner | Empowering Senior-Level Professionals to Achieve Financial Freedom by Identifying Blind Spots and Stress Testing all Possible Outcomes
- Role
- Financial Planner at Financial Architects, Inc
- Location
- Farmington, MI, US
- LinkedIn followers
- 500 followers
About Chavez Vincent
My passion for helping clients stems from what I witnessed in my father\'s experience. He…
Experience
Financial Planner
Jun 2016 — Present · Farmington Hills, MI, US
The Financial Architecture Experience™:As a result of the work we do, our clients are empowered with a lifelong framework for making the most efficient and effective financial decisions. Our goal is to help them achieve maximum results while minimizing risks. HOW WE DO IT WITH THE FINANCIAL ARCHITECTURE PROCESS:Working closely with myself as a Financial Architect™, my clients will experience interactive and engaging discussions designed to identify their current financial condition across three spectrums. – protection, savings assets, and growth assets. In the introduction to The Financial Architecture Experience™, economic concepts and principles are introduced to lay the groundwork for future meetings and discussions leading to your financial empowerment.We help you: Plan with the future in mind… yours. But we also account for today, developing a strategic road map for your unique tomorrow with the understanding that any program we design must perform better today, tomorrow, and at retirement. Regardless of any product we offer, or any individual’s unique path, our strategies are custom-engineered to help build wealth and minimize riskAllowing you to maintain your existing lifestyle. We work closely with each client to provide a blueprint for life planning, based on precision, verifiable metrics and deep-rooted principles. WHAT MAKES US DIFFERENT:As a result of the work we do, our clients are empowered with a lifelong framework for making the most efficient and effective financial decisions. Our goal is to help them achieve maximum results while minimizing risks. Want To Learn More: 24••••••00 c•••••••@financialarch.comClick here to visit my website: Planning | Investments | Risk Planning“Investment Advisory Services offered through FAI Advisors, Inc, a Registered Investment Advisor.”
Education
Wayne State University
Bachelor of Science (BS), Business Administration and Management, General
2003 — 2007
Wayne State University
Master of Business Administration (M.B.A.), Finance
2011 — 2014
The American College of Financial Services
Retirement Income Certified Profesional, Income Planning
2019 — 2020
Henry Ford College
Associates, Accounting
1993 — 1997
Skills
- Leadership
- Team Building
- Teamwork
- Communication
- Community Service
- Customer Service
- Time Management
- Social Media
- Cash Register
- Microsoft Word
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