Qualifications
Qualifications
Why Advent Financial?
1) FOCUS ON THE INDIVIDUAL
- Since 1983, Angeli Forster & her team have kept their focus on providing retirement services for individual investors.
2) HANDS ON APPROACH
- Angeli Forster and Joseph Tansey take a hands-on approach to investing. Their one-on-one approach can help you make appropriate decisions.
- Client referrals have helped us to grow and we take pride in guiding our clients towards their retirement goals.
3) EXPERIENCE
- Angeli Forster is a former financial planner and financial analyst for SDG&E. Prior to that she was an accountant. She holds an MBA in Finance and a BS in Finance. Angeli and Joseph have over 45 years of combined experience in Finance.
- See "Career Profile/Resume" for more information.
4) RETIREMENT SERVICES
- Professional Retirement Planning Program
- Lump Sum Distribution and IRA Rollover Analysis
- Portfolio Management Programs
- Risk Management Programs
- Wealth Preservation Planning
5) INVESTMENT EDUCATIONAL WORKSHOPS
- We offer ongoing investment and retirement workshops. Our workshops give an in-depth look at how to make important financial decisions in addition to providing you with information about certain investments.