Sanjay Beach
Managing Director - Branch Manager @Raymond James & Associates, Inc.
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WORK HISTORY
Managing Director - Branch Manager @Raymond James & Associates, Inc.
Westlake, OH, US
My clients and I explore a broad range of topics that are likely to influence their financial future. From their family situation to their career aspirations, from likely education expenses to the retirement they ultimately envision. What I learn will become the foundation for a financial and investment strategy based on who they are and where they want to go. Only then will I talk with them about the details of investing: how much risk makes sense, their asset allocation, and which investments are right for their portfolio.But that\'s just the beginning. Over time, I will revise their plan to reflect new aspirations and priorities, helping their plan keep pace as the markets change and their life unfolds.HOW I WORK WITH YOU: MY PLANNING & INVESTMENT MANAGEMENT PROCESSPERSONAL REVIEW: ASSET ALLOCATION & PORTFOLIO PLANNING:IMPLEMENTATION:ONGOING COMMUNICATIONS & REPORTING*Masters of Business Administration Finance (MBA)*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Plans Specialist℠, CRPS®, and the CRPS® logo, and the certification marks Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo.
EDUCATION
Colorado State University
Master's Degree
Colorado State University
Bachelor's Degree
Chandler High School
High School Diploma/GED
ABOUT SANJAY BEACH
As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals. As a Financial Advisor, my role is to work with you to help you develop a plan that lays out a clear path to your goals-a plan that I develop in collaboration with you, and one that you can follow with confidence in the face of the market\'s ups and downs.Individual Clients & Family\'s: I provide customized wealth management services for my clients.* Wealth Management Strategies* Investment Management* Retirment Education Planning* Estate Planning ServicesCorporate Clients: I work very closely with company\'s in designing and executing their employee benefits plans:* 401k & Profit Sharing Plans* Executive Benefit Plans* Qualified & Non-Qualified Plan StrategiesPrior Raymond James:* Merrill Lynch Resident Director & Senior Financial Advisor 20••••22* Morgan Stanley Branch Manager & Financial Advisor RBC Dain Rauscher Financial Advisor to joining the Financial Services Industry I spent 6 years in the National Football League, NFL.* Dallas Cowboys 1988* New York Jets 1989* San Francisco 49ers 1990, 1991* Green Bay Packers 1992, 1993*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
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