As one of the leading branches of LPL Financial, at My 360° Wealth Management Group, our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
"Life is a collection of experiences, we help you plan for them. Our mission is to help our clients visualize and implement their life goals through education and trusted advice."
- Pierre M. Movsessian, MBA, CFP®, AIF®, LPL Branch Manager
(Click here to view our team members.)
Our goal is to inspire you to live your life by design, not by default. We first listen to our clients, so we can uncover what is most important to them in their life. We accomplish this by recording their life goals, dreams and hobbies onto our client’s 360° Dream List, so we can hold ourselves and our clients accountable in meeting those life goals & experiences.
Our clients’ 360° Dream List is the blue print we use to plan, allocate, manage and protect their assets and investments so when the time comes to meet their goals on their 360° Dream List, the funds are there.
Our clients are the chief executive officer, (CEO) of their finances, making the key informed decisions. We act as the chief financial officer, (CFO) of their finances. As their CFO our job is to educate and provide all the strategies that best meet the client’s goals so our clients can make the right informed decisions that best suit their needs.
Our LPL Branch Manager, Pierre Movsessian, is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and holds a MBA and BA in finance. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards
Our branch also employs or works with other professionals such as CFAs, CPAs, estate planning attorneys and insurance specialists to provide sound, trusted advice .