As a finance graduate from Rutgers, and with over 15+ years experience in financial services with companies such as Brown Brothers Harriman, UBS, and Wells Fargo, Catherine Estevez will now serve Bravias Financial in the role of Operations Manager. Michelle Diaz brings 7+ years of administrative experience to the role of Operations Assistant, with a focus on attending to the individual needs of each client. In addition, Catherine and Michelle will be spearheading the new Medicare planning division of Bravias Financial.
“We are thrilled to announce the new additions to our team,” says Richard Zeitz, Founder and President of Bravias Financial. “Both Catherine and Michelle really understand and embody the mission, values, and guiding principles of our company.” Regarding the new Medicare arm of Bravias, Richard states, “[Our Medicare division] will provide us additional insights to develop even more comprehensive offerings for our clients within their existing holistic planning framework. This is the first of many exciting announcements for Bravias, as we continue to ramp up our staff and services to meet the evolving needs of our loyal community of clients and friends into 2018.”
Bravias Financial provides comprehensive, unbiased financial advice, inclusive of retirement planning, growing wealth, developing income strategies, and managing risk. If you are a federal employee, you can take advantage of a free benefits and retirement analysis by visiting: http://braviasfinancial.com/free-federal-benefits-analysis.
About Richard Zeitz
Richard Zeitz is the Founder and President of Bravias Financial. After graduating from Penn State University in 1994 with a B.A. in Communications, Richard has worked in the financial services industry for 20+ years, amassing extensive knowledge and a history of proven success in retirement planning, insurance planning, and investment management. Richard specializes in developing financial strategies that help clients create reliable income streams, while working towards growing and protecting their investment portfolios. Richard takes pride in helping clients make well-informed decisions, allowing them to better understand and control their financial situation, while educating them along the way. Richard is the author of a renowned retirement guide, “Plan Smart, Retire Right,” which boasts, “a common-sense approach to a stress-free retirement”. For more information on Richard Zeitz, visit: http://braviasfinancial.com/author/bravias.
About Bravias Financial
Bravias Financial is an independent financial advisory firm providing clients comprehensive, unbiased advice relating to all aspects of their personal financial situations. Whether your financial goals include planning for retirement, accumulating wealth, enhancing your business, developing IRA strategies, or preparing for a child’s college education, designing the right financial strategy is one of the most important steps you can take toward successfully reaching your goals. Investment Advisory Services are offered through AlphaStar Capital Management, an independent entity and Registered Investment Advisor. For more information on the services of Bravias Financial, visit: https://braviasfinancial.com/federal-employees/?wvideo=dtbokoa2cs
For the original news story, please visit https://pressreleasejet.com/news/bravias-financial-adds-key-new-jersey-staff-positions-to-meet-the-growing-demand-for-federal-employees-financial-planning.html.
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