• Ep 023: The Role of Behavioral Finance: Simplifying Investment Strategies & Advocating for Clients

  • Oct 25 2023
  • Length: 32 mins
  • Podcast

Ep 023: The Role of Behavioral Finance: Simplifying Investment Strategies & Advocating for Clients

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  • Summary

  • In this episode, Bernard Surovsky and Larry Kriesmer interviewed Fernando Reyes, a financial advisor at EP Wealth Advisors. Reyes shares his journey from banking to financial advising, discussing his early career, his transition to EP Wealth Advisors, and his approach to financial planning. He emphasizes the importance of trust in client relationships and proactive planning for potential challenges. Reyes also discusses his firm's investment strategy and his focus on behavioral finance.    As a wealth advisor, Fernando is eager to maintain strong and healthy relationships with his clients while leveraging complex wealth strategies designed to achieve their financial goals. Most recently, he has focused on structuring and presenting financial plans to cover topics such as cash flow, investment analysis, wealth transfer planning, estate planning solutions, business succession, tax planning, and asset protection. He has worked previously for Wells Fargo, City National Bank, and MUFG Union Bank, compiling much knowledge and experience over the years. Fernando received his MBA with a specialization in finance from Cal State Long Beach. He holds the CERTIFIED FINANCIAL PLANNER™ designation.   What you’ll learn about in this episode: -       Learn essential strategies and approaches newcomers to the banking sector should adopt, such as building trust, identifying opportunities, and overcoming common challenges. -       Understand the importance of a proactive and foresightful approach to financial planning. -       Discover the significance of behavioral finance in helping clients make informed and rational financial decisions.   Measured Risk Portfolios Resources:   https://www.measuredriskportfolios.com https://www.linkedin.com/company/measured-risk-portfolios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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