MY 360° WEALTH MANAGEMENT

Financial planning and wealth management services originally began as a profession that guided the financial and administrative concerns of entrepreneurs and affluent families, thus freeing their time to focus on career, family, and leisure. Traditionally, the financial planner was an individual who was expected to be an expert in many diverse disciplines, including wealth management, income, and estate tax planning, insurance, and business services. The financial planner was required to spread ... his or her knowledge and experience across this wide spectrum of financial services. With a combined experience of twenty years between the partners, my 360° wealth management group, a los angeles branch of LPL financial, has maintained the essence of this relationship between the trusted advisor and the client but has broadened the concept into a management team. Through the active leadership and vision of the firm’s principal, pierre M. movsessian, MBA, CFP®, AIF® the company today is a full-service wealth management firm, employing professionals in all financial areas, who together with the client’s accountant, attorney, and other outside professionals, plan and manage the client’s financial and business affairs. This specialization is the key to the level of service that the company provides.More