Financial Advisor, IAR and Princor Registered Representative @ Principal Financial Group
Bachelor of Business Administration, Finance & Marketing @
Failing to Plan is Planning to Fail. I have helped individuals, families, professionals and business owners to implement strategies to protect, preserve and pursue more value for and from their finances and their business and in a tax –efficient manner and for more than 20 years. Whether or not you have a formal plan in place, you
Failing to Plan is Planning to Fail. I have helped individuals, families, professionals and business owners to implement strategies to protect, preserve and pursue more value for and from their finances and their business and in a tax –efficient manner and for more than 20 years. Whether or not you have a formal plan in place, you have an intuitive sense of the needs that are most important to your company and to you personally. I can help you clarify and achieve your goals by listening to your key issues.
Specialties: Financial Planning, Asset Based Thinker, Life Insurance, Retirement Strategies, Social Security optimization, Retirement Planning, Affluent Clients, Investment Advice, Business Succession, Strategic Planning, Talent Acquisition. Public speaking. Fluent in Spanish and French. Understand Italian and Hebrew. Leadership and Business Development, Financial Services Industry.
Vice President Financial Planning @ Responsible for developing and implementing a consistent holistic Financial Planning platform to serve our Wealth Management clients, Families, Individuals and Business owners. Every money decision we make in our lives creates a ripple effect that could have an impact that we need to understand. At Intercontinental Wealth Advisors we help you through this journey into wealth management. We work with you to help you better understand every important financial decision-making process and we guide you to accomplish what matters most to you and to recognize when to make necessary trade-offs that would generate the best possible financial outcome. From May 2015 to Present (8 months) San Antonio, Texas AreaRegional Sales Director @ From 2012 to May 2015 (3 years) San Antonio, Texas AreaFinancial Advisor, IAR and Princor Registered Representative @ From June 2012 to December 2012 (7 months) Portland, Oregon AreaFinancial Consultant @ From June 2011 to June 2012 (1 year 1 month) Portland, Oregon AreaExecutive Vice President Talent Division @ From April 2008 to May 2011 (3 years 2 months) President & Principal Agent @ From April 2005 to December 2008 (3 years 9 months) Regional Sales manager @ From 2004 to 2005 (1 year) Regional Manager @ From 2001 to 2003 (2 years) Chief Executive Officer and Director General @ From 1997 to 1999 (2 years) VP and Representative @ From 1992 to 1994 (2 years)
Advanced Management Diploma, Advanced Management Program @ Wharton School of Buisness From 1987 to 1987 Bachelor of Business Administration, Finance & Marketing @ Stanton University From 1977 to 1981 Jaime Chavez, RFC is skilled in: Annuities, Insurance, Securities, Retirement, Investments, Sales Management, New Business Development, Financial Planning, Risk Management, Negotiation, Strategic Planning, Coaching, Succession Planning, Team Building, Financial Markets
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