Bristol, Connecticut Feb 27, 2024 (Issuewire.com) - We are delighted to introduce two exceptional additions to our team, Justin Bolmgren, CFP, CLU, and Christopher Torres, Christopher Torres, leveraging valuable experience from his previous role as a CPA, both have joined us at William Joseph Capital Management, Inc. Their expertise and dedication will undoubtedly contribute significantly to our continued success and help us to expand our offering to you and your clients.
Justin Bolmgren comes to us with a wealth of experience as a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Justin's extensive background in traditional portfolio management and asset management outside of the third-party asset management space makes him an invaluable asset to our team. Chris and Justin's knowledge and skills will help us further enhance our client offerings and strengthen our position in the market. He is also helping us add Charles Schwab as a custodian and expand our investment options as well as expand our operations support to those that work with us.
To provide some insights into Justin and Chris' expertise, here is a quote from our founding partners, Jody Goss and Matt Sweeney:
"Justin's proficiency as a CFP in running traditional portfolios and asset management outside of the third-party asset management space is truly remarkable. His dedication to delivering exceptional financial solutions aligns perfectly with our commitment to providing the highest level of service to our clients. We believe Justin's expertise will not only complement our team but also help us reach new heights in achieving our clients' financial goals."
"Christopher's skills in operations are truly going to help us better serve our clients and enhance user experience, making it easy to grow and easy to service our clients."
Please join us in extending a warm welcome to Justin and Christopher as they embark on this exciting journey with William Joseph Capital Management, Inc. Their addition reinforces our commitment to delivering top-notch financial services, ensuring our clients' financial well-being and positioning us for continued growth.
We look forward to working closely with Justin and Christopher and achieving new milestones together.
For inquiries, please contact: Hannah Candela
Email: Info@WJCMLLC.COM
Phone: 860-302-5079
Media Contact
William Joseph Capital Management Inc
8609733214
Source :William Joseph Capital Management Inc
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