Financial Pointe of Westlake Village, Calif., Adds Two New Financial Advisors
Financial Pointe, a full-service financial services firm based in Westlake Village, Calif., has added two new financial advisors to present its clients with more than 50 years of experience in the financial services industry.
Online PR News – 01-February-2013 –Financial Pointe, a full-service financial services firm, announces the addition of two new financial advisors. Stephen C. Arnold and Kevin M. Tolsma have joined the Westlake Village-based operation.
Together Arnold and Tolsma bring Financial Pointe and its clients more than 50 years of experience in the financial services industry.
Elad Goren and Stephen Thomas, owners and co-founders of Financial Pointe, said: “Kevin Tolsma and Stephen Arnold bring exceptional and diverse experience to Financial Pointe. As our office continues to grow, Financial Pointe clients are benefiting from our broad experience in portfolio management, estate, tax, retirement, investment and risk management planning.”
Arnold has provided financial services since 1983. He attended the University of California, Santa Barbara, majoring in English, and received his Real Estate Certification from the University of California, San Diego.
Licensed in securities and life and health insurance since 1983, Arnold’s professional experience encompasses estate and tax planning, retirement planning, portfolio analysis and management, life and health insurance, product analysis and risk management.
Tolsma earned a degree in economics and finance from the University of California, Berkeley in 1987, and immediately began his career with the esteemed investment banking firm, Donaldson, Lufkin and Jenrette. A Certified Financial Planner, Tolsma advises clients in retirement and estate planning, investments, charitable planning and business succession planning.
He serves as President of the Estate Planning Council of Ventura County and has been a past speaker at the Western Pension and Benefits Conference. Tolsma also is a donor advisor for the UC Berkeley Foundation; and briefly lived in Japan and Russia, becoming conversant in Japanese, Greek, Spanish and Russian.
Financial Pointe is a full-service financial services firm, founded toward a goal of directing and assisting clients in every aspect of their financial lives. The company strives to enhance clients’ quality of life through values-based planning services.
In 2011, Financial Pointe expanded its office anticipating movement of financial advisors due to industry trends. “We have organized our office so advisors from competing firms can join us without cost for rent, internet, phone or furniture. Just show up, plug in your computer, and work,” Goren and Thomas said.
Financial Pointe serves clients from throughout Southern California, mostly along the Highway 101 Corridor from the San Fernando Valley to Agoura Hills and Westlake Village into Thousand Oaks, the Conejo Valley and much of Ventura County. For more information, visit www.financialpointe.com.
Securities and investment advisory services offered through SagePoint Financial, Inc., members FINRA and SIPC. Financial Pointe is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
Copyright 2014 Online PR Media | PO Box 5043 | La Quinta, CA 92248