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Process, over product
process

I always prepared for life after football when I was a student at Clemson University. The future was unknown and I most certainly didn’t realize I would spend five years in the National Football League. 

As my career in the NFL progressed, I continued to have conversations with my teammates about money and I realized how much I enjoyed it. This led to the realization of a problem within the financial planning industry…almost every time one of my teammates or I spoke with a financial advisor, we were unsatisfied with the meeting. Remember the transparency aspects from before? 

The reality is, most people in this industry are trying to sell a product. My personal experience with these conversations involved someone not truly understanding my unique situation. They were hyper focused in explaining why I needed to buy a stock, mutual fund, or life insurance product. 

These “advisors” weren’t authentically interested in my financial well-being or future family’s, for that matter. 

Because of my own experience, I focus on a process instead of a product. 

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0L49687. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  (619) 684-6400. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0L49687 | Terms of Use | Online Privacy PolicyImportant Disclosures |  2023-158307 Exp. 08/25