Financial firms CEOs

Financial firms CEOs

At CEO Based Investing, we provide financial and investment advice to individuals and families. Our approach is focused on investing clients in companies that have exceptional leaders at the helm. We deliver a CEO-based portfolio that is tailored to our clients' needs and goals. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Matt Ruggiero - Bowman Real Estate

Matt Ruggiero is a real estate professional based in North Carolina, with a focus on the Charlotte area. His background in engineering brings a unique expertise to his clients, helping them get the most out of their home buying experience. He offers specific investment advice to investors looking to expand their rental business, and provides creative solutions to potential home buyers. With his outgoing personality and knowledge of the real estate market, Matt is a great asset to the team at Bowman Real Estate. Bowman Real Estate is dedicated to providing exceptional service to its clients. Their experienced professionals are well-versed in the latest advances in the industry and provide comprehensive guidance to buyers and sellers throughout the entire process. With Matt Ruggiero’s engineering background and customer-focused approach, Bowman Real Estate is sure to be a valuable resource for anyone looking to make the most out of their real estate transaction.

Swenson Property Management

Swenson Property Management is a professional property management company based in San Ramon, Dublin, and the 680 corridor that spans from Campbell to Walnut Creek. We provide comprehensive services for home, condo, townhome and apartment owners with our 25 years of expertise in investing and managing properties. Our broker, Craig Swenson, is certified by the Institute of Real Estate Management and thus provides accurate reporting and strong investment advice. Our commitment to delivering the best results has earned us a reputation as one of the most reliable and trustworthy property management companies in the area. Our team of experienced professionals is dedicated to providing high-quality services to our clients. From budgeting and accounting to tenant screening and lease negotiation, our team is knowledgeable and reliable. We strive to create long-term relationships with our clients by providing excellent customer service and the highest level of professionalism.

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Elite Wealth Management

At Elite Wealth Management, we strive to be a proactive partner in serving the best interests of our clients. We offer a full range of financial services and solutions designed to meet the individual, family, and institutional needs of our clients. Our team of analysts is dedicated to providing sound investment advice and strategic planning tailored to each client's needs. We specialize in financial advising, financial planning, investment strategies, financial consulting, financial asset management, risk management, investment strategy, alternative investment, retirement planning, and estate planning. We understand the importance of truth in value-creation and strive to provide our clients with peace of mind regarding their financial future. We manage the assets of our clients through Separately Managed Accounts at a major online brokerage. This ensures our clients have control and transparency over their accounts. Our firm serves a broad base of clients, from newly affluent individuals to families with long-term wealth and complex financial requirements.

Darilek Investment Group

Darilek Investment Group specializes in providing personalized financial guidance and services, including investment portfolios of stocks, bonds, and mutual funds; fee-based investment accounts; retirement planning services; asset allocation strategies; tax-free Texas municipal bonds; insurance and annuity products; and referrals to CPAs and estate planning attorneys. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Riches Society

At Riches Society, we specialize in helping clients prepare for the future, while achieving their financial goals. Our experienced team offers financial planning, investment advice, retirement planning, education funding and estate planning services. With our independent financial services firm, we have access to a range of products and services to ensure our clients get the best possible options based on their needs and goals. We use proven finance strategies tailored to each individual's risk tolerance and market volatility. Our knowledgeable staff provide impartial guidance, based solely on the client's objectives. We guarantee unbiased recommendations, so clients can rest assured that they are getting the best service possible.