The world of finance, investments, and wealth management is involved and complex. Many people, and for many of those same reasons, also seek help from some type of financial or investment advisor. That is also where the story of Ana Fajardo begins.
Early in her career, Fajardo displayed a knack for earning the trust of her clients and getting the deal done. Those early successes would also pave the way for her career and her role today.
The Journey to Becoming a Wealth Manager
Fajardo’s story isn’t much unlike many success stories at the onset. Like many other successful people who came before, she was and is a notoriously hard worker. And her intellect and cognitive skills are evidently strong.
Also, like many others, she continued her education following high school. She enrolled in college, obtained her degree, and joined the working world. Right about there, however, is where the similarities stop. Well, almost.
It took Fajardo some time to sharpen her skills and hone in on her path, but once she did, the rest was history. In fact, she has broken records in her various roles as a financial and investment advisor on more than a few occasions.
There was a secret to her success, though, and that secret would lead her to even greater heights.
Breaking Out
It didn’t take long for Fajardo to master the real-world business of being a financial and investment advisor. Her knowledge of the financial industry and her ability to reach people also carved the way for her next move.
Fast forward a little more than a decade after graduating from Sam Houston State University, and we meet Ms. Fajardo, the entrepreneur. It wasn’t until Fajardo went out on her own that she truly began to thrive.
While setting records and earning awards became a regular event, the secret to her success as a financial advisor was putting the needs of her clients first. Her ability to help, however, was limited by brokerage rates, client contract boundaries, and other barriers. Those limitations and her desire to help others eventually led her to ownership.
Meet Senior Retirement Specialist Fajardo
Today, Fajardo is a Senior Retirement Specialist. Working with the company ValuTeachers, she helps to educate and empower her clients. The goal of ValuTeachers is to assist those who work in the school system, in addition to businesses and people with diverse backgrounds.
Her secret formula for success, putting people first, is the primary focus of her job. Providing people with financial peace in preparation for retirement was a role handmade for Fajardo. Meet Ana Fajardo, Senior Retirement Specialist and a people-first financial advisor from day one.