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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-13-2016
- Office Locations
- 2
Office Locations
About Financial Focus LLC
Financial Focus is an independent advisory firm providing personal financial planning, portfolio optimization, retirement planning, and business financial planning. Its goal-based process emphasizes turning client goals into strategic plans, then implementing and following up. Work often includes tax-aware planning for selling appreciated assets and retirement savings. Portfolios may use ETFs, mutual funds, and fixed income; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BARBARA JESSUP WILLIAMS
Chief Compliance Officer, Registered Representative
- CRD
- #1050277
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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JERRIE KAY CARLI
--
- CRD
- #2504055
BILLIE CARL COOK
Registered Representative
- CRD
- #6016363
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,000,000 | $611,621 |
| Non-Discretionary | $0 | -- |
| Total | $800,000,000 | $611,621 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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