ADVISOR SUPPORT MANAGER

Before joining FMB Wealth in June of 2016, A.J. excelled in Business Development across a few different industries including Orthopedic and Sports Medicine Surgical Supplies, Home and Business Security and most recently Project Management Software. A.J. was raised in Westlake Village, graduated from Westlake High School, and holds a Bachelor of Science degree in Kinesiology from California State University, Northridge (CSUN). His expertise in creating and maintaining strong processes will add greatly to the collaborative approach that FMB Wealth Management prides itself in, of working closely with clients and their other financial experts to facilitate a more comprehensive and enjoyable investment experience.

 

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...