Zeus's Shield: Client-Centered Financial Planning for Life

Most so called "financial advisors" are really salespeople with a strong financial incentive to get you to buy products that pay them a commission. Their focus is on getting you to complete a transaction rather than looking at your complete financial picture and making recommendations that are in your best interest. This blog will present unbiased information targeted at helping you make financial decisions that are right for you.


Monday, November 22, 2010

Interview At The WSJ Online Regarding My Investment Approach

http://blogs.wsj.com/financial-adviser/2010/11/22/voices-joe-alfonso-on-keeping-it-simple/
Posted by Joe Alfonso, CFP(R), ChFC, EA, LTC at 12:26 PM No comments:
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Tuesday, November 2, 2010

Quoted in Investment News Article on ETFs

See my quote in Investment News
Posted by Joe Alfonso, CFP(R), ChFC, EA, LTC at 8:33 AM 1 comment:
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Welcome to My Blog

Thank you for visiting. My goal is to share financial planning information that is useful, relevant and non-commercial. Comments are always welcome.

You can learn more by visiting my firm's website at www.aegisadvisory.com.

I hope that you achieve all your financial life planning goals.

Best,

Joe Alfonso, CFP(R), ChFC, EA, LTC


About Me

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Joe Alfonso, CFP(R), ChFC, EA, LTC
United States
I am a fee-only CERTIFIED FINANCIAL PLANNER(TM) professional and NAPFA-Registered Financial Advisor with offices in Santa Clara, CA and Lake Oswego, OR. My firm practices comprehensive, client-centered financial planning. We welcome clients who have been ill-served by their current planner and are seeking a trusted advisor who will work in their best interests.
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    "Deja Vu" All Over Again - "Deja Vu" All Over Again Bert Whitehead, M.B.A., J.D. ©2016 2016 will be a year which separates the gamblers from the investors. Of course, we all want t...
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Aegis Financial Advisory, LLC

Aegis Financial Advisory, LLC
Client Centered Planning for Life(tm)

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Blog Archive

  • ►  2011 (4)
    • ►  November (1)
    • ►  August (1)
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  • ▼  2010 (6)
    • ▼  November (2)
      • Interview At The WSJ Online Regarding My Investmen...
      • Quoted in Investment News Article on ETFs
    • ►  September (1)
    • ►  July (1)
    • ►  March (1)
    • ►  January (1)
  • ►  2009 (3)
    • ►  December (3)

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