Global Wealth Capital Management

La Canada Flintridge, United States

5

3 reviews

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Description

Specialties

Not everyone is good with money, but everyone needs it to live. People have experienced major financial crises because of the simple fact that they do not know how to properly manage their finances. That’s why it is important to hire a financial advisor, especially if you are admittedly somebody who is not good with handling money.

My personal goal is to:

–Prevent you from making costly financial mistakes, managing risk, saving time, and improving your overall investment results.

–Help you with education savings for your children. College is not cheap, but it is something that you of course want your children to aspire to. Getting a financial advisor to fix these plans for you will make sure that your children can afford to go to college.

–Helping you manage your future, such as retirement and savings plans for you and your family so you can have the retirement that you’ve always dreamed of.

–Helping you with insurance plans and details that are best for your personal well-​being

History

Established in 2007.

As an Independent Financial Planner at Global Wealth Chris Motte works hard to help simplify his clients’ financial lives, optimize their investments, and organize their personal financial planning. He works closely with his clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-​efficiency and reliability.

«My mission is to be the trusted advisor for all aspects of my clients’ financial lives. I take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. I help my clients make smart financial and investment decisions, and gain confidence in having a secure financial future regardless of how little or much you can afford to invest».

At Global Wealth we are dedicated to serving our clients with integrity and are committed to honest, transparent, and open communication.

Meet the Manager

Chris Motte J.

Manager

Chris Motte graduated in 1985 from California State University, Long Beach with a degree in Financial Management with an emphasis in Investments. For the next 20 years he had a very challenging and rewarding career as a Securities Trader. In 2006, he pursued his genuine desire of being of service to others by seeking a Master’s Degree in Counseling. Today Chris is fulfilling his goal of blending together his passion in helping others while utilizing his noteworthy financial skills with his career as a Financial Planner at Global Wealth Capital Management. Chris has taught for the last 15 years and continues to teach religious education at his parish, St. Bede the Venerable in La Canada. Additionally he is a member of Kiwanis and is on the Board of Directors and chairs the Mission Emphasis Committee at the YMCA of the Foothills. His most passionate desire is to help people achieve their financial goals regardless of their economic means.