A complete list of active advisors currently associated with Golden Years Financial, LLC
Warmer can help you find a great advisor at Golden Years Financial, LLC or one who fits your needs even better.
Golden Years Financial serves individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and portfolio risk analysis. The firm commonly works as a co‑advisor by directing clients to third‑party investment managers and providing tailored financial plans and portfolio reviews. GYF’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with implementation guided by each client’s investment policy statement and risk tolerance. Rather than executing trades in‑house, the firm conducts due diligence on and refers clients to selected third‑party advisers, performs periodic (including annual) reviews, and delivers a focused portfolio risk analysis service. What distinguishes the firm from many peers is its integration of insurance services: a licensed insurance agent affiliated with an insurance business offers insurance and annuity products to clients, and the firm discloses that these commissionable sales create a potential conflict of interest. The firm also emphasizes structured funds and structured notes among its recommended investments and operates without account minimums while relying on third‑party managers for trade execution.
To learn more about the advisors currently working at Golden Years Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 30
|
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