"There will always be bull markets followed by bear markets followed by bull markets."
John Templeton
Private Wealth Advisors, LLC is a wealth management firm committed to providing world-class financial services to a select group of individuals and institutions. Our approach to wealth management and client service is based on three key tenants.
First and foremost, we are client focused. We understand that our continued success depends entirely on our ability to maintain an extremely high level of service. The key to maintaining exceptional client service and relationships is communication. In an environment where the investment planning process is increasingly commoditized, we continue to bring exceptional value to our clients’ lives through our unique ability to communicate professionally, ethically, and empathetically. Our client relationship management system sets us apart from our competition.
We focus our attention and responsibilities on those actions that yield the greatest results for our clients. We strive to achieve a level of performance that is consistent with each client’s objectives, stage in life, and temperament.
Our commitment to each client’s total wealth management needs requires that we work with other professionals who possess the expertise to handle certain aspects of the wealth management process, such as tax strategies, legal matters, and estate planning. We work diligently to establish relationships with a select group of highly qualified attorneys, CPA’s, and other professionals.
Chris has been helping individuals and institutions achieve their financial goals since 1994.
He holds a bachelor of science degree in Business from California State University, Fresno and the Certified Financial Planner designation.
In addition to providing wealth management and investment services to our individual clients, Chris provides investment related services to trustees and investment committees of a number of corporate retirement plans throughout California.
He is co-founder and managing member of Private Wealth Advisors.
Marty is a Certified Financial Planner and Chartered Financial Consultant (CFP, ChFC) specializing in investment, retirement and estate planning. He has been helping individuals and institutions achieve their financial, investment and wealth management goals since 1984.
He writes frequently, at betweenthelines.us , on matters related to the economy and the financial markets and appears every Wednesday morning on CBS Channel 47.
He is the author of “Making Lemonade, a Bright View on Investing, on Financial Markets and on the Economy” published by iUniverse, Inc.
Pardon my cynicism…
Posted by Martin L. Mazorra on January 26th, 2012 .
“all lies and jest, still a man (voter) hears what he wants to hear and he disregards the rest” Simon and Garfunkel Romney: “I’m smart enough to make and keep a few hundred million, turn around the Olympics and help build dozens of great companies, but I am utterly clueless when it comes to international [...]
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7447 N. First St. Ste 202
Fresno, CA 93720
Tel: 559 451 3463
Fax: 559 432 1938
