SAN DIEGO, CA - 03/15/2019 (PRESS RELEASE JET)
Oxford Financial is announcing a new team partnership expanding its reach across the US as well as sharpening Oxford Financial’s services towards women investors. Oxford Financial Atlanta’s Wealth Management Firm has a new Business Partnership with Deb Sims of Engaging Women in Wealth!
The Oxford Financial team is headed by Clint Gharib, CFEd®, AIF® an Accredited Investment Fiduciary; Tony Mowrer, Financial Planner CFEd® and Jeffery Schade, Financial Planner CFEd®. Oxford Financial made a smart business move aligning core relationships across the financial services spectrum.
Recently, Oxford Financialsolidified a core partnership agreement with Deborah Sims, Wealth Advisor AIF®, of Estate Management Group and Engaging Women in Wealthin San Diego. Deb’s companies oversee high-end client wealth portfolios offering estate, wills. legacy and trust planning, investment strategy, financial divorce guidance and retirement structuring. Oxford brings on experts in their field like Deb to serve as “coaches” for clientele.
“I’m thrilled to be part of the Oxford Financial team, says Deb Sims. I’ve worked with Clint for many years.”
“We are very happy to have Deb as part of our family, said Clint Gharib. She shares our dedication to clients and her experience is only surpassed by her positive attitude in life.”
Clint Gharib and the Oxford Financial present yearly educational seminars, along with speak- ing at industry and business and entrepreneurial conferences across the US. Find out more at www.oxfordfi.com. Oxford Financial has partner locations across Georgia, Florida, and California. Neither the named broker dealer(s) nor any of its affiliates offer tax or legal ser- vices. For a comprehensive review of your personal situation in these matters, always consult a tax and/or legal advisor.
About Oxford Financial
Oxford Financial is a full-service, independent team committed to supporting people pursuing their financial goals. Like the rarity of the word “integrous” in our motto, Oxford Financial itself is a bit of a rarity because we advise nearly as many other investment representatives as we do investors. We offer no proprietary products and have access to nearly every financial product and service for individuals and business owners available in the market today. We act as the “coach” for your team – bringing together “players” and strategies for your goals – but you own the “team” and make the final decisions. At Oxford Financial, we know our job is to help our clients make money, and we understand it is equally important to help them protect investments.
About Clint Gharib, Founder & Partner, Oxford Financial
Clint Gharib Accredited Investment Fiduciary – AIF® & Wealth Manager also holds Certified Financial Education certification (CFEd®) as well as life insurance licenses in many states across the United States. Clint is the recipient of multiple Five Star Wealth Manager Awards and was named Best Wealth Manager in Atlanta Magazine in 2009. In 2104 he was named Fast Growth Entrepreneur of the Year by the Oxford Center for Entrepreneurs in Atlanta. Clint’s life was forever changed when he was able to stay in college from gains made in the stock market. He has a passion for using the markets to accomplish dreams ever since. Mitigating risk has been and remains Clint’s obsession. Clint is a nationally recognized speaker and author, as seen on CNBC, Bloomberg, and The Wall Street Journal. Contact to book Clint for print and on air appearances.
The inclusion of a wealth manager in the FIVE STAR Wealth Manager Award, as well as any other referenced award are based in part, on client response to survey and additional criteria utilized by awarding organization which are not necessarily representative of the experience of all clients. The awards or ratings are not indicative of the wealth manager's future performance or success
About Deborah Sims, Principal, Engaging Women in Wealth
Deb Sims began her career in 1985 with Dean Witter Los Angeles, after studying at University of Minnesota. Within five years, she was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the past 15 years, Deb Sims has been the principal and wealth advisor of Estate Management Group and Engaging Women in Wealth. Both firms were founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. Along with her experience, she has received the Accredited Investment Fiduciary® certification, which signifies advanced knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Accredited Investment Fiduciary® certification means that Deb adheres to a strict fiduciary standard of care and act solely in the best interests of her clients. www.engagingwomeninwealth.com
About Summit Brokerage & Cetera Investment Services, Inc.
Oxford Financial, Estate Management Group and Engaging Women in Wealth are all
separate and independent firms. Securities offered through Summit Brokerage Services, Inc. Member FINRA & SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Additional advisory services are offered separately through Summit Financial Group, Inc., a registered investment adviser. Summit and its affiliates are under separate ownership from any other named entity.
Clint Gharib, Cgharib@oxfordfi.com
Clint Gharib AIF® & Wealth Manager, Oxford Financial
1455 Lincoln Parkway, Atlanta, GA 30346
|person_outline||Full Name:||Clint Gharib|
|mail_outline||Email: Send Email|