QX Financial

QX Financial

12 employees
12 years in business

About this pro

We really focus on helping our clients find solutions rather than just selling products.  Our financial planning process teaches and empowers the client rather than making her/him and passive spectator.  Also, our online platform makes the process less daunting and more focus on our cient's needs and objective.

Working with clients.  I really enjoy seeing my clients succeed and accomplish whatever it is that they set themselves to do.  As always, I just want to be a guide in their financial journey.

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Orange, CA 92868
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Phone verified

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What is your typical process for working with a new customer?

First, we make sure that we understand what are the client's concerns and what is it that they're trying to do.  Our main mission is alwasy to help the client achieve their objectives, rather than the firm's.

Once we have an understading of what their objectives are and we have all the information needed, we move ahead and create a plan for them.  If the costumer likes the plan and they believe can help them, we move to implement the financial plan.

What education and/or training do you have that relates to your work?

I have been in the financial industry for over 10 years as an independent financial advisor.  I hold my California State license as well as both the 6 and 63 series license.  Through the years, I have completed unquantifiable amount of continuing educaion events and I do at least 150 hours per year of further training.

Do you have a standard pricing system for your services? If so, please share the details here.

Not really because every client is different.  Just feel free to reach out to me and we can discuss your individual situation.  It is all about helping you achieve your goals.

How did you get started in this business?

After I graduated college with a degree in Political Science I decided that I wanted to work with people and help them in a meaningful way.  At that point, I realized how much everyday people does not know about money so I decided to do something about it.  Educating my clients is alwasy my number one priority.

What types of customers have you worked with?

The financial crisis of 2008 really opened my eyes aobut how ill prepared the average American is to face a financial calmity.  Unemployment, sickness, and financial emergencies have the power to derail the life of somebody who is not prepared.  I made it my life mission to make sure that people are prepared to face whatever financial calamity life throws at them.  That is my committement.

What advice would you give a customer looking to hire a pro in your area of expertise?

Ask a lot of questions.  Make an effort to understand the indsutry so that you can better evaluate the ability and the integrity of the advisor.

What questions should customers think through before talking to pros about their needs?

1.  Am I willing to be open and honest with my advisor?  We cannot help you if we do not know what's going on.

2. Am I willing to go through a process?  Great results do not happen in a day.  

3. Do I want a long term relationship or do I just want to buy something?  That's important becuase you need to decide if you are looking for a sales person or an advisor.

Services offered