As your financial professional and wealth partner, I have truly enjoyed working with you, and the time we have spent together over the years. As we help you prepare for your and your family’s future, I have been preparing our team to further assist in planning for and meeting your unique and mission-critical goals.
For the past 12 months, we have gone through a very thoughtful and thorough process in determining who might bring complimentary skills to our group and enhance your client experience with KROST Wealth.
I am very excited to announce that we have added a new member to our team, Alysa Enriquez. Alysa comes to us with excellent experience in client service, financial planning, investment management, and research, working previously with a national investment manager. She is fully licensed and has worked in financial planning, insurance analysis, and investment management design and implementation.
Alysa is an LA native with a penchant for travel and all things LA sports, especially boxing. We are all excited to have her on board, and we look forward to each of you meeting her. Alysa will primarily assist us in wealth planning, investment research, and delivering exceptional client service.
Claudia Ruiz will continue to excel as our client service leader and add a role in planning unique and intimate client events. I am unofficially calling her our “Ambassador of WOW.”
Adding Alysa to our team, we will not only continue the services we have always offered but expand our reach to constantly thrive for “Exceptional Client Service” and enhance the mutually beneficial relationship we have had over the years.
Please feel free to reach out and ask any questions or voice concerns if we have not contacted you yet.
I am looking forward to seeing you soon!
Philip Clark, CPWA®, CFP®, CLU®| Director – Wealth Management
Direct: 626.788.3947 | firstname.lastname@example.org
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This information should not be construed as tax advice, nor should be taken as financial planning advice. Please consult your tax professional. These opinions are based on observations and research and are not intended to predict or depict performance of any investment. These views are as of the close of business on 09/21/2022 and are subject to change based on subsequent developments. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. These views should not be construed as a recommendation to buy or sell any securities. Past performance does not guarantee future results.