Jacob Cooper and Total Wealth Management Welcome New Advisors, Jerod Fenton and John Richardson
Financial Advisors, John Richarson and Jerod Fenton, join Total Wealth Management in San Diego, CA.
John E. Richardson JR. and Jerod Fenton of Red 7 Wealth Management now join the team of financial advisors at Total Wealth Management (TWM) of San Diego.
Total Wealth Management’s highly qualified team of financial planners and investment advisors now boasts the skills and experience of John E. Richardson JR. CPA, CFP®, a graduate from Clemson University with a B.S. in Accounting as well as Jerod C. Fenton, CFP®, AIF® , graduate of San Diego State University with a B.S. in Business Marketing. Each professional is now contributing his unique skill set to this San Diego wealth management firm.
As the two business and financial planning professionals explain, they are excited to now be advisors with Jacob Cooper and Nathan McNamee at Total Wealth Management for a number of reasons:
“I would say that there are three primary reasons we were attracted to Join TWM. The first was that we believe the firm has integrity and we trust Jacob and Nate. We have had poor experiences in the past when we expected people with questionable character to follow what was put in writing. Second was the complement that Jacob offered to our current practice. Jacob’s knowledge of alternative investments and managing money for accredited investors was a weak point in our practice. Third was the complement in future pursuits regarding employer sponsored plans and the synergy that we could see moving forward in that area.”
The firm at Total Wealth Management continues to develop with high net worth clients on both coasts and a growing staff of professional, experienced, and qualified wealth management advisors. John Richardson and Jerod Fenton will now help the firm to assist clients to reach their own financial objectives.
About Total Wealth Management
Total Wealth Management is a financial planning and advisory firm which serves individuals with a number of services including asset management, retirement planning, corporate retirement, risk management, estate planning and fee structure using an asset optimization strategy. Jacob Cooper, CEO of the firm, hosts his own financial talk show on the airwaves in San Diego every Saturday and also offers this show on the Total Wealth Management website through podcasts. To learn more, please visit: http://www.totalwealthmanagement.net
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