FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
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Nicole and Adam attended the Advisor Excellence Form held by J.W. Cole Financial in Tampa, FL. A select group of advisors from all over the country were invited to connect and share best practices. They also did a fun exercise where they exchanged their favorite business book.
The Modern Wealth Design team volunteered with Friendly Center in Orange for their Toy & Gift Drive Distribution. Thanks to several generous donations the center received, we were able to help distribute toys to over a thousand families and children.
Hannah was a sponsor at the 1-Year Anniversary party for the Mom Walk Collective Orange. She talked to the moms about our Financial Planning Platforms and how we can help them. She also raffled off MWD piggy banks to 2 lucky moms!
We had a blast dressing up at the awards dinner at JW Cole's Financial Advisor Symposium. Adam as Wayne from Wayne's World, Nicole as Velma from Scooby Doo, and Hannah as Sandy from Grease.
Our Broker Dealer, JW Cole, hosted their Annual Financial Advisor Symposium in Phoenix, Arizona. It was great to mingle and network with other advisors and teams across the country. We learned about new solutions we can offer our clients, marketing strategies, and economic updates.
Each year our Broker Dealer, JW Cole, hosts JWCollege! Our Client Service Coordinator, Allie, attended in Tampa, Florida to meet other staff members and learn best practices from other teams.
The Modern Wealth Design team volunteered with Friendly Center in Orange for their Food Drive Distribution. We helped distribute food to underprivileged families and can't wait for more volunteer events.
The Certified Financial Planner exam is a rigorous test that covers various areas of financial planning. This designation is considered one of the most respected and comprehensive certifications in our industry.
Adam was voted on as a member of the Board of Directors for the Orange Chamber of Commerce. Adam will fit right in as he has a passion for helping other local businesses succeed all while helping support the community.
Hannah and her husband Brian eloped at the Santa Barbara County Courthouse. They had an amazing weekend with stunning ocean views, the beautiful courthouse, and the nearby wine country.
Modern Wealth Design hosted a booth at the Annual Christmas Tree Lighting Ceremony in the Orange Circle. We had hundreds of families stop by our booth to take photos in front of our festive holiday photo station.
Modern Wealth Design presented to the students of South Coast College on Financial Literacy. We explained Cash Flow Management and Budgeting, Debt Strategies, and how to get started with investing.
Modern Wealth Design hosted our Client Appreciation Event at the Bowers Museum in Santa Ana. Our clients enjoyed a 4-course meal along with wine pairings in their beautiful courtyard.
Nicole was able to compete on her favorite game show, Wheel of Fortune! She was so excited to finally cross this off her bucket list. Fun fact: Nicole and Pat Sajak share the same birthday!
We had a blast dressing up at the awards dinner at JW Cole's Financial Advisor Symposium. Nicole as Selena, Adam as Freddie Mercury, and Hannah as Carrie Underwood.
Our Broker Dealer, JW Cole, hosted their Annual Financial Advisor Symposium in Nashville, Tennessee. It was great to mingle and network with other advisors and teams across the country. We learned about new solutions we can offer our clients, marketing strategies, and economic updates.
The Orange Chamber hosted a Ribbon Cutting for us in celebration of our 1-Year Anniversary in Orange! We had snacks, drinks, and a raffle as friends, neighbors, and members of the community celebrated with us.
We presented at the Orange Senior Center across the street from our office on Investment Planning and Estate Planning. We also had special Guest, William London, Attorney at Law, join us.
We presented at the Orange Chamber of Commerce Business Networking Group luncheon. We discussed our comprehensive financial planning process for young professionals, families, business owners, and retirees.
Modern Wealth Design was featured in InsuranceNewsNet Magazine's issue "Social Selling." Nicole explains how our team uses different social media platforms to interact and engage with clients of all ages, especially young professionals!
We were featured in the Orange Plaza Newspaper in their "New to the Neighborhood" section. Adam and Nicole discuss opening the new office in Orange and why our team is so passionate about financial planning for all age groups.
As we had just moved our office to the Orange Circle, it was no surprise that we joined the Orange Chamber of Commerce. We've enjoyed networking with other chamber members and business owners.
Our team moved our office from Irvine to the Historic Old Towne Orange Circle. We have always loved the community, antique shops, and restaurants here and are excited to have our clients meet us here going forward.
We hosted a Client Appreciation for our "Modern Platform" clients at Brewheim in Anaheim. It was so much fun socializing over tacos, drinks, and desserts.
One of Hannah's favorite vacation spots is Lake Tahoe and Brian surprised her with a proposal!
Nicole got married in Montego Bay, Jamaica to her husband Max! Adam and Hannah were also there to celebrate and spend the week in the Caribbean.
Nicole presented to Parras Middle School in Redondo Beach about what a Financial Planner does, how to get started, and a typical work day for us. Nicole had a blast sharing our career to 6th - 8th graders, as they had a ton of questions and excitement.
Modern Wealth Design was featured in Cal State Fullerton's Business News! As graduates of CSUF, we talked about the start of our business, how CSUF helped us prepare for this career, and pieces of financial advice for young professionals.
We held our first Client Appreciation Event at Segerstrom Center for the Arts where we had a private chef teach us how to make raviolis. We each had customized aprons and paired each dish with a different wine.