Misty Farukh

About Misty Farukh

How do you visualize your future? Choosing a financial advising team to help you…

Experience

1. Certified Financial Plannertm Professional, Associate Vice President-investments, Financial Advisor

   Raymond James

   Mar 2012 — Present · San Francisco, CA, US

   No doubt you’re well aware of the volatility that has characterized the economic environment over the past few years. It’s little wonder that personal financial security is still uppermost in many peoples’ minds. You might be needing advice about retirement, estate plans, insurance, emergency funds, liabilities and asset allocation. In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that your financial advisor is a credentialed practitioner who is held to high ethical and professional standards of financial planning to those they serve. How does working with a CFP® certified advisor benefit you? The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I maintain my professional edge and am required to uphold my certification through continuing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you. Certified Financial Planner™ professionals are trained to provide truly personalized services to meet your needs. In fact, CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 17% of all financial advisors in the industry can claim this distinction.

Education

• University of San Diego

  Bachelor of Business Administration (BBA)

Skills

• Bonds
• Strategic Financial Planning
• Wealth Management
• Investment Management
• Variable Annuities
• Syndicate
• Stock Management
• Employee Benefits
• Concentrated Equity Positions
• Asset Allocation
• Financial Advisory
• Estate Planning
• 401k Rollovers
• Retirement Planning
• Long Term Care Insurance
• Business Solutions
• College Education Planning
• Life Insurance
• Personal Financial Planning