First Point Financial Management is an independent wealth management services firm providing personalized asset management, financial planning and liability management. Together, we will use our complimentary skills and combined 50 years of experience to help you build wealth and accomplish your life goals.
David M. Mizrahi, President and CEO: 818.436.6665, email@example.com
David brings 30 years of extensive experience in investment management, estate planning and liability management for individuals, corporations and retirement and profit sharing plans. Throughout his career, he has been recognized for his commitment to his clients, his integrity and his ethical business practices.
David focuses on an exclusive group of clients in an effort to ensure he is providing the highest level of service. From the start of the relationship, he develops a full understanding of the current and future needs of his clients and their families. David likes to provide his clients a personal touch and will often develop a personal friendship with them.
For the past 30 years, David has been an advisor with Morgan Stanley Dean Witter, Merrill Lynch and most recently, with Wells Fargo Advisors.
Mary C. Abundo, Vice President, Relationship Management: 818.436.6668, firstname.lastname@example.org
With 20 years in financial services, Mary has a broad range of knowledge in relationship and practice management, client services and operations. Because of her experience in many aspects of the industry, Mary has a unique understanding of the needs of both the advisor and the client. She has demonstrated a history of exceptional service and complete client-centric focus.
Most recently, she spent the last 10 years at ING Advisors Network/Cetera Financial Group, an independent financial management firm, where she held various management positions on the Advisory Services team. Mary played a primary role in many firm initiatives designed to enhance the client experience.
Mary began her career on the syndicate desk at Wedbush Morgan Securities. She went on to work with advisors and their clients at Goldman Sachs Private Client Services, Merrill Lynch and Wachovia Securities.