Sharing Our Philosophy on a National Stage
Dear Valued Clients,
We are excited to share some recent highlights and updates at Longevity Wealth Management!
Mario was recently invited to present at the FinFit Life National Insurance Conference, sharing our firm's core philosophy with financial leaders across the country:
Planning With Purpose: Tailoring clear, intentional strategies to your personal goals.
Measurable Results: Setting concrete milestones to track your long-term security.
Focused Execution: Filtering out market noise to keep your priorities front and center.
Action & Resilience: Taking proactive steps to keep your plan moving forward.
While industry recognition reflects our dedication to excellence; our primary commitment remains right here with you providing steadfast support for your financial journey.
Welcoming Jennifer Flores to the Team
To continue elevating our client service, we are thrilled to welcome Jennifer Flores as our new Client and Administrative Liaison.
Meet Jennifer
Background: A Walnut Creek native, Jennifer holds a B.A. from Sonoma State and a teaching credential from CalStateTEACH.
Experience: Spent 7 successful years in elementary education (primarily 1st grade), honing expertise in clear communication, detailed organization, and relationship-building.
Personal Life: Devoted wife and mother to a 9-month-old daughter, a proud cat owner, and someone who values spending time with loved ones and enjoying the outdoors.
Jennifer’s educational background makes her a natural listener and clear communicator. In her new role, she applies her sharp organizational skills to streamline daily operations, ensure prompt communication, and deliver the warm, attentive care you expect from our team.
Coming Soon: eMoney
We're excited to soon introduce the eMoney app, a secure, easy-to-use app that will give you one convenient place to organize your financial life and stay connected with us.
Rather than keeping track of multiple accounts, statements, and important documents, eMoney brings everything together in one place. Whether you want to check your overall financial picture, monitor your progress toward a goal, or simply find an important document, it's all at your fingertips.
Stay tuned for more details.
Looking Forward Together
Whether presenting at national conferences or expanding our team, everything we do is aimed at serving you better.
Thank you for your continued trust and partnership. Please feel free to reach out to our office anytime to review your plan!
Warm regards,
The Team at Longevity Wealth Management