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Wallace Funchess
Financial Services Advisor @Experior Financial Group
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WORK HISTORY
Financial Services Advisor @Experior Financial Group
CA, US
As a Licensed Financial Services Advisor, I assist individuals and families in managing their money by guiding budgeting, debt management, investing, and financial planning to achieve long-term financial goals.Budgeting and Financial Planning: Develop and implement personalized budgets and financial plans to help clients achieve their financial goals. Debt Management: Assist clients in developing strategies to reduce and manage debt, including debt consolidation and negotiation with creditors. Investing: Guide clients on investment strategies, including stocks, bonds, mutual funds, and other investment vehicles, to help them grow their wealth. Retirement Planning: Help clients plan for retirement, including calculating retirement needs, choosing retirement accounts, and developing retirement income strategies. Tax Planning: Assist clients with tax planning, including identifying tax-efficient investment strategies and minimizing tax liabilities. Insurance Planning: Help clients assess their insurance needs and choose appropriate insurance coverage, including life, health, and property insurance. Estate Planning: Assist clients with estate planning, including creating wills, trusts, and other estate planning documents.Client Education: Educate clients on financial concepts and strategies to help them make informed financial decisions.Financial Counseling: Provide financial counseling to help clients overcome financial challenges and develop healthy financial habits.
EDUCATION
Trident University International
Associate of Arts and Sciences - AAS, Accounting and Business/Management
Western Governors University
Business Family and Consumer Sciences/Human Sciences
ABOUT WALLACE FUNCHESS
M.B.Networking Founder. Experienced and extremely motivated Leader of teams! I have a passion for protecting families while simultaneously leading and developing others to be the absolute best they can be! You’re brought into this world with one family, don’t you want the best for them?I was raised in the small town of Crystal Springs, Mississippi, a place with limited resources but abundant in community spirit. As the youngest of five siblings, with three older brothers and two sisters, I learned the values of resilience, teamwork, and determination from an early age.Athletic AchievementsMy passion for sports was evident from a young age. I excelled in both soccer and football, earning junior college scholarship offers for both sports. My dedication to soccer led me to attend junior college, where I aimed to further my athletic career. Unfortunately, a series of injuries hindered my progress, and I was unable to complete the season. This setback caused me to lose motivation and ultimately led to my decision to leave college.Military ServiceShortly after leaving college, I made the pivotal decision to join the military. This choice marked the beginning of a nearly nine-year journey of faithful service. During my time in the military, I developed a strong sense of discipline, leadership, and commitment. My experiences in the military not only shaped my character but also provided me with invaluable skills that I carry with me to this day.My journey from a small town in Mississippi to a dedicated military service member is a testament to my resilience and determination. Despite the challenges and setbacks, I have always strived to make the most of every opportunity and to serve with integrity and honor. My story is one of perseverance, dedication, and the unwavering pursuit of excellence.
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