Woody Sargent
Innovative Retirement & Tax Savings Strategies for Business Owners & Their Employees!
- Role
- Strategic Business Advisor at Champ Plan Agency
- Location
- Rancho Cucamonga, CA, US
- LinkedIn followers
- 500 followers
About Woody Sargent
Empowering Clients Through Innovative Financial StrategiesAt Champ Plan Agency, our purpose is to show people what\'s possible. We are dedicated to opening the eyes of business owners and high-income professionals to financial strategies that are rarely discussed by most advisors and often unknown to clients. Our approach is centered on helping our clients build wealth by showing them how their money can work in multiple places simultaneously. We continually seek innovative methods to reduce the tax burden that can quietly erode the financial foundation our clients have spent a lifetime building.Through our work, we strive to leave both our clients and our communities permanently better than we found them.
Experience
Strategic Business Advisor
Feb 2020 — Present · US
Education
Long Beach City College
AA, Theatre Arts
Skills
- Customer Service
- Sellers
- Real Estate
- Marketing
- Customer Relationship Management (Crm)
- Reo
- Public Speaking
- Real Estate Transactions
- Management
- Team Building
- Project Management
- Process Redesign
- Investment Properties
- Loans
- Continuous Process Improvement
- Marketing Strategy
- Short Sales
- Leadership
- Conflict Resolution
- Real Estate Development
- Strategic Planning
- Foreclosures
- Residential Homes
- Investors
- Negotiation
- Sales
- Business Development
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