Aldo A

Location:

Milpitas, CA

Member since:

July 4, 2012

Please introduce yourself to the group including your full name and Business.

I provide retirement planning services and general financial counseling for single, divorced or widowed middle-income women. My company, Adriaan Financial Associates is an independent financial services company with an office in Cupertino, California. My clients are predominantly middle-income head of households seeking a long-term financial counseling relationship. Many of my clients have careers in Silicon Valley corporations and live or work in the 408 area code. Most of our clients do not have the time, temperament or interest in delving into the confusing world of retirement and insurance and therefore need guidance on establishing a plan of action and monitoring it every 6 months. They also need a financial professional who is available to answer questions when various life events influence changes in their finances. email [masked]

How did you find out about our group?

I belong to other Meetup groups for my motorcycling hobby and deciding to look into interesting business meetup groups

Why did you choose to join this group? (your expectations)

Looks like it could be mutually beneficial to share ideas and resources. My current business hot buttons are: - Developing business relationships to outsource client acquisition so I can spend most of my time consulting with clients - Interested in efficiency and effectiveness in handling client commitments.Already outsourced my backoffice, so its time to focus on my personal workflow - Interesting and innovative use of Global Virtual Assistants to chunk outsourcable work and streamline and create an efficient client processing environment

What is your email address?

No answer yet

Introduction

My name is Aldo. I enjoy meeting local business owners and finding out what resources are available to me and my customers and what other business owners are doing to grow their businesses.

What Aldo A is saying about this Meetup Group

Great high energy professionals to help you grow your business


Member of

  • This member chose not to make their Meetup membership information public.

Interests

  • This member chose not to make their interests public.

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