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David Davodi Joins Perspective Financial Services

David Davodi

David Davodi joins Perspective Financial Services.

Perspective Financial Services continues to grow, and we are always in search of ways to add value to the services we provide our clients. As part of that effort, we’re pleased to announce a new member of our team. David Davodi joins Perspective Financial Services as an associate financial planner and brings 10 years of advising and client service experience in the investment and banking industry to the firm. Most recently, he worked at J.P. Morgan Securities, Morgan Stanley and Charles Schwab. David is passionate about helping people reach their financial and personal goals, and strives to treat clients as though they are family. He is currently enrolled in courses to earn the Certified Financial Planner designation.

“David’s outgoing personality and passion for our industry makes him an excellent addition to our team,” said Mike McCann, the firm’s founder. “He will provide a new perspective and additional layer of support that will benefit all our clients, while he advances in his career goals and grows with the company.”

David’s parents emigrated from Armenia before he was born, and he is fluent in both English and Armenian. He places high value on having a tight-knit family, especially as he and his wife, Serena, begin a family of their own. The couple lives in Phoenix, in close proximity to their parents and other relatives.

Connect with David

View his profile on LinkedIn

Email David at David@MoneyAZ.com

By |January 16th, 2018|Advisors, Company News|

Enter the Age of Bionic Financial Planning

bionic financial planningA recent study conducted by the Financial Planning Association and Investopedia revealed today’s investors require both high-tech and high-touch forms of advice to satisfy their increasingly complex financial needs. While investors are happy using “robo-advisors,” they’re more satisfied when using both a human advisor and an automated investing platform. In other words, bionic financial planning.

Enter the Age of Bionic Financial Planning

“The debate about whether robos or human advisors will win is moot. The future of financial advice is bionic – a powerful combination of both,” said David Siegel, CEO of Investopedia.

When asked about specific financial issues – such as estate planning, elder care and tax planning – roughly 50 percent preferred working with a financial planner/advisor and about 30 percent preferred utilizing both a personal advisor and an automated investing platform.

At Perspective Financial Services we’re proud to offer the best of both worlds, by building personal long-term relationships with our clients and providing access to a variety of automated and online tools.

Image courtesy of alex_ugalek at FreeDigitalPhotos.net

The Psychology of Technology

Sherry Turkle researches the psychology of technology. photo credit: peter-urbanSherry Turkle directs the Massachusetts Institute of Technology (MIT) Initiative on Technology and Self, and has spent the past 30 years researching the psychology of technology. Her research raises critical questions about people’s relationships with technology, as well as technology’s role in productivity, including whether our always-connected state affects our ability to think, be creative and innovate.

Turkle was one of the headline speakers at Schwab IMPACT 2016, which Mike McCann and Shannon Curkendoll attended. The annual conference provides news, insights and industry updates relevant to independent investment advisory firms like Perspective Financial. In addition to numerous educational and professional development sessions, the event featured inspirational and insightful headline speakers like Turkle.

“An impactful moment for me was when Sherry Turkle referred to how we have raised a generation of people who are so used to constant and continuous interaction through technology that they now struggle with working independently,” said Curkendoll, Perspective’s operations manager and a mother of two.

“She also talked about the benefits of letting people, especially children, be bored. In boredom we develop skills for self-reflection, creativity and deep thought,” Curkendoll added. “By not letting ourselves be bored we’re losing the ability to develop these necessary life and work skills.”

Turkle’s New York Times best-seller, Reclaiming Conversation: The Power of Talk in a Digital Age, focuses on the importance of conversation in digital cultures.

“My argument is not anti-technology. It’s pro-conversation,” said Turkle, who has been described as a skeptic who was once a believer. “We miss out on necessary conversations when we divide our attention between the people we’re with and the world on our screens.”

You can learn more about Turkle’s research and writing at her website, www.reclaimingconversationbook.com

By |December 12th, 2016|Company News, Current Affairs|

Next Generation RIAs

A handful of local Registered Investment Advisory (RIA) firms are invited to participate in a Charles Schwab summer intern education program. We’re proud to say Perspective Financial Services is among those selected to help educate next generation RIAs in this program.

next generation RIAs

Mike McCann (right) reviews office operations with the Schwab RIA interns. (Summer 2016)

The Schwab Advisor Services RIA Internship Program is a hands-on eight-week rotational internship designed to prepare undergraduate students for employment within RIA firms. Students apply and come to Phoenix from across the United States to learn about the investment industry, the advisory profession, and how advisors and Schwab work together to accomplish the goals of risk management and client asset protection.

About midway through the program, the group of interns disperses for their “on-site experience” at RIA firms across the Valley. They gain corporate work experience and are introduced to fundamental areas of the RIA business, such as client service, trading support, portfolio construction and financial planning.

Kelsey from Ohio and Andrew from Texas spent several days at Perspective Financial in 2016. Colin from Utah and Davis from Florida were our interns for 2017. We shared an overview of our service philosophy, business model, office operations and strategic marketing to help these next generation RIAs understand the wide range of expertise our firm encompasses.

We’ve been impressed with the enthusiasm and professionalism of all the interns we have hosted, and we wish them well on their educational and career journey.

next generation RIAs

Mike McCann (left) reviews portfolio rebalancing protocol with the Schwab RIA interns. (Summer 2017)

 

 

 

 

 

 

 

 

Article updated July 14, 2017
By |July 8th, 2016|Advisors, Company News|