Company News

Empowering Young Adults with Autism

SEEDs for Autism provides a path “from learning to earning” by empowering young adults with autism. The program has been a blessing for my family, and I am so proud that our firm is able to sponsor its inaugural Discovery Day event. (Scroll down to see event details!)

Empowering young adults with autism

Jake McCann works for the Arizona Diamondbacks.

The program teaches vocational job-development skills, while practicing life and social skills. My son, Jake, has participated in SEEDs for about three years. During that time, he has grown in confidence and abilities. With encouragement and coaching, Jake got a job as a 50/50 raffle sales person for the Arizona Diamondbacks. During the 2019 baseball season, he was one of the top sellers and was named Employee of the Month in August. Jake’s is only one of many success stories.

About 40 of SEEDs’ approximately 250 participants have found outside employment as a result of what they learned there. Skills are taught in welding, sewing, weaving, wood-turning, ceramics, jewelry, writing, computers, video production, screen printing and more. Participants learn from professionals who are experts in their fields and know how to create products that are beautiful and functional. SEEDs is also creating a business model intended to eventually create on-site jobs for a percentage of those who are in the program.

SEEDs contracts with a Board Certified Behavior Analyst (BCBA) who helps write language and social-skill goals. Classes and departments have a 1:1 to 1:4 teacher-student ratio, which allows for concentrated attention. This hands-on approach empowers participants to contribute and gain a better understanding of what is required to communicate, manage anxiety and work with others.

Community involvement is vital to SEEDs’ long-term success. Volunteers, donations and purchases are always appreciated. Take a moment to watch the video below and explore their website at www.seedsforautism.org.

Discovery Day will be a fun event and a great opportunity to do some early holiday shopping. We hope to see you there!

Empowering Young Adults with Autism

 

Discovery Day

November 16, 2019

10:00 a.m. to 2:00 p.m.

3420 S. 7th Street, Phoenix

Experience a variety of autism-friendly activities and explore new interests at this FREE community event.

Activities include carnival games, prizes, face painting, obstacle course, puppets, archery, martial arts, remote control cars, therapy dogs and more.

Meet-and-greets with Phoenix Police K-9 unit, Phoenix Herpetological Sanctuary, chess club and other groups. Buy delicious food and drinks, and visit Creation Stations to make origami, leather ornaments, wire bracelets, bath salts and more.

Get more details here!

By |2019-10-21T09:14:50-07:00October 21st, 2019|Charitable Giving, Company News|

Financial Education Podcast

Lupe Camargo (pictured right) was interviewed on the Phoenix Business RadioX show “Mind, Money, Motion” hosted by Marie Burns and sponsored by Women’s Enterprise Foundation. Along with Elena Zee, president of the Arizona Council on Economic Education, they discussed the importance of financial education and the keys to positive, long-term behavior change. Following are a few of Lupe’s highlights from the financial education podcast, as well as the full one-hour recording.

Neuroscience Insights

Why is it so hard to change our behaviors, despite how much we may want to change? Our brains are wired for survival. As a result, making big changes takes a lot of work and energy that your brain wants to conserve. So let your brain off the hook by making small, easy changes, and you’ll see greater tong-term success. 4-minute audio

Motivating Children

How do you educate and motivate children to establish better money habits? Lupe shares her thoughts. 2-minute audio

Distractions and Convenience

Marketing professionals work hard to influence your decisions and make spending money as easy as possible. Therefore, Lupe offers a simple strategy to break the cycle. 2-minute audio

What Are Your Habits?

You can’t change your behaviors and habits if you don’t even know them. So take the first step, and make a list.  Are those habits helping or preventing you from getting where you want to go? 2-minute audio

Key Take-Aways

Know how your environment and your history with money affect your habits. Take small steps to change your environment. Surround yourself with people who will support that change. Be patient with yourself. Lasting change takes time and perseverance. 2-minute audio

Financial Education Podcast: one-hour audio

Click here if you’d like to listen to the full one-hour podcast featuring Lupe, Arizona Council on Economic Education President Elena Zee, and radio host Marie Burns, on the Business RadioX website.

By |2019-09-30T12:02:40-07:00September 30th, 2019|Advisors, Company News|

McCann Honored for Volunteer Work

Mike McCann Honored for Volunteer WorkMike McCann Honored for Volunteer Work with Phoenix-area Scouting BSA organization.

McCann, president and founder of Perspective Financial Services, LLC, received Honorable Mention in the 13th Annual Invest in Others (IiO) Awards for his work with Friends and Supporters of Troop 30 (FAST 30), a local scouting organization. As a result, FAST 30 will receive a $1,000 donation in McCann’s honor.

The IiO Charitable Foundation established its awards program to recognize the charitable work of financial advisors around the world. Advisors are nominated for actively giving back to their communities. Hundreds of nominations are received each year and reviewed by a diverse panel of industry leaders. Awards are presented based on the nominees’ leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it serves. Click here to read the announcement of the finalists.

McCann, an Accredited Invest Fiduciary® and Certified Financial PlannerTM, was recognized in the “Volunteer of the Year” category. McCann has contributed his time and expertise to FAST 30 in many capacities. For instance, he has served as assistant scout master, Eagle mentor, treasurer and board chair. He has volunteered an average of 20 to 40 hours per month since 2008.

About the Charity

FAST 30 was established in 2007 as the chartering organization for Boy Scout Troop 30 (boys 11-17 years old) and Venturing Crew 2030 (co-ed 14-20 years old) in Phoenix. It became the charter organization for Cub Scout Pack 416 (youth grades K-5) in 2016 and for the first-ever all-girl Scout Troop 3030 (girls 11-17 years old) in Phoenix in 2019.  Because FAST 30 is 100 percent volunteer-run, active leadership like McCann’s is critical to the group’s day-to-day success and long-term sustainability.

“FAST 30 brings people together to teach and guide our boys and girls in a way unlike any other youth organization I’ve encountered,” said McCann. “Ours is a scout-led group, in which the youth are empowered with leadership and decision-making responsibilities. They’re allowed to make mistakes and to solve problems

[within strict safe-scouting guidelines]. With a focus on service, leadership and self-reliance, FAST 30 fosters confidence, adaptability and empathy in our scouts.”

By |2019-08-19T09:31:17-07:00July 15th, 2019|Advisors, Company News|

AdvisoryHQ Named Perspective Financial Services a Top Advisor

Perspective Financial Services rated top financial advisory firm 2019We’re pleased to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a fourth year in 2019. Our firm was once again identified as one of the top rated advisors and financial planners in Phoenix and Scottsdale. The organization also rated us among the best in 2016, 2017 and 2018.

AdvisoryHQ uses a multi-step selection method for generating its list of top ranked firms. Its review and ranking articles are 100 percent independently researched and objectively written. Firms do not pay for their ranking. (A detailed overview of AdvisoryHQ’s process is below.)

The reviewers highlighted our online tools and comprehensive, well-defined approach to financial planning as some of the key benefits of our firm. They also emphasized our personal touch.

“This Phoenix wealth management firm’s expertise and focus on research and strategy offers clients the guidance they need to achieve their financial goals even during uncertain economic times,” AdvisoyHQ wrote. “The firm’s focus on collaboration and individualized attention give clients significant advantages. These factors along with their unbiased, fee-only structure earn Perspective Financial Services a 5-star rating as one of the top financial advisors in Phoenix to consider partnering with in 2019.”

Perspective Financial Services a Top Advisor: Click here to read the full article and review at the AdvisoryHQ website.

 

A step-by-step overview of AdvisoryHQ’s methodology process.

  1. AdvisoryHQ uses publicly available sources to identify a wide range of firms that are providing services in a designated area.
  2. AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
  3. Researchers trim down the initial list. AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors. They include experience, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors. This builds  a broad picture of what each firm or product has to offer, before the final selection process occurs.
  4. AdvisoryHQ’s  finalizes the list of firms based on the results of the assessment. The list is then published to the general public.

Click here to read the full methodology process on the AdvisoryHQ website.

By |2019-10-15T19:06:49-07:00March 12th, 2018|Company News, Financial Planning|

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 |2019-08-14T13:59:50-07:00January 16th, 2018|Advisors, Company News|