Free Financial Planning
Meet Kevin Teixeira
Hello everyone. My name is Kevin Teixeira and I am the new financial adviser for the SLOCEA membership. I am very excited to have the opportunity to work with all of you and look forward to meeting you each individually.
I graduated from Cal Poly in 2003 with a degree in Finance and Real Estate. I began my career in finance in 2008 with one of the largest financial companies in the world, where I advised my clients in the areas of investments, insurance, and retirement planning. During this time, I was awarded the honor of Agent of the Year, Chairman’s Council Member, and Mainstay Funds Master.
About Teixeira WealthManagement LLC
In 2016, I founded Teixeira Wealth Management LLC, an independent fee-only investment advisory firm.
As a fiduciary for our clients, we have a fundamental obligation to always act in your best interests. We specialize in both professional portfolio management services and wealth planning strategies.
Where many financial advisers simply gather assets, charge their clients fees, and don’t even select the investments in their clients’ portfolios, Teixeira Wealth Management takes a better approach.
What I Want to do for You
How to get started
I am providing a no-cost complimentary meeting to all members of SLOCEA who would like to improve their financial situation. Through this meeting, I will grow an understanding of what is important specific to you and what your financial goals really are. From there I can make my professional recommendations specific for you. This is what I want to do for you.
- Perform our own market research
- Build positions in our portfolios for maximum return
- Utilize state of the art technology to quantify portfolio risk
- Follow a strict buy-side and sell-side policy
- Help you become more confident with your finances
- Help you save money to supplement your retirement from the County
- Help you invest in ways that minimize your tax liability
- Help you start a college savings account
- Help you thoroughly understand your investments
- Help you build a comprehensive financial plan for long term success
Please email me at firstname.lastname@example.org to request your complimentary meeting.
And please feel free to visit our company website at www.teixeiracapital.com to view more information about our company.
I look forward to hearing from all of you. Until then, take care.
Teixeira Wealth Management
1041 Mill Street Suite 205
San Luis Obispo, CA 93401