Interview Q&A
How long have you been in business?
In Business Since 1968
What is your primary product or service?
Comprehensive Financial Planning; Tax Practitioners All fees and commission are disclosed and or Negociated
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Saw the Insurance folks that came to my Dad and Moms home when I was a kid. Bought my first policy when I was 17 years old in the Navy. got out and the Company I bought the life insurance policy with offered me an opportunity to become an agent. From there it has evolved to a Certified Financial Planning Practice Tax Preparation .Helping People Help Themselves.
How do you differentiate yourself from other businesses in your category and area?
By the depth and care we take with our clients That is the value added. Just ask our clients they will tell you.
How many locations do you have and do you have plans to expand?
Just one However, our practice spans the globe as people move more today but they have kept their ties to my firm. That tells me a lot about the quality of our services. We have the average working family to top executives What ever comes through our door whether they can afford us or not we find a way to help even if it ends up Pro Bono... many times it does...
Provide detailed directions to your location
South SIde of the 405 in Costa Mesa The South Coast Plaza Corporate Center in Costa Mesa CA 92626
What type of payments do you accept?
Checks Only
Which areas do you service?
All over the world when necessary. However for the most part American Citizens and their Insurance; financial and tax needs everywhere .
Who owns your company or runs daily operations?
I own my operation exclusively. However, Woodbury Financial Services is a National firm Part of a Four Broker Dealer Group Known as The Advisor Group with a National Foot Print.
What are your hours of operation?
9am to 6pm Mon thru Fri; Sat appointments when required.
What is the best compliment anyone can give you?
I never thought I would be doing so well thank you for that.
What is your favorite quote or Bible verse?
VIRES ACQUIRIT EUNDO ( GAINS STRENGTH AS IS GOES) FAVORITE QUOTE;
BIBLE THE GOLDEN RULE : DO UNTO OTHERS AS YOU WOULD WANT THEM TO DO UNTO YOU.