Naomi is a knowledgeable and reliable advisor that assists her clients in feeling confident and secure in their current and future financial endeavors. Your financial background and future goals are as unique as you are! Naomi takes time to understand each individual and/or family’s situation to help ensure the best financial outcome for every client. As a young advisor, Naomi prides herself in being able to support her clients from their first moments of investing all the way through retirement.
Most people don’t realize how important saving for retirement as early as possible is. Even when they do, they often don’t know how to begin saving for a financially free retirement. Only 51% of private industry workers participated in employee retirement plans while just over 10% of self-employed individuals have their own retirement plan. As someone who has spent most of her adult life self-employed, Naomi has made it her goal to educate small businesses and individuals on the how, what, and why of retirement plans.
In her free time, you can find Naomi taking her dog to the lake, lifting heavy at the gym, enjoying time with loved ones, traveling the world, or all of the above. After graduating high school, Naomi built her personal training business from the ground up and used that income to pay for her college education. Once Naomi achieved her bachelor’s degree, Naomi pursued a career as a financial advisor. She is in the process of obtaining her master’s degree now. Naomi believes in practicing what she preaches and strives to provide a good example to her clients on how amazing investing in your future can be.
If you could live anywhere, where would it be?
Anywhere with lots of land, horses, and good food.
What behavior or personality trait do you most attribute your success to, and why?
Without a doubt perseverance has led me to my success in all aspects of my life. Running your own business requires you to ride out the hard times and find a way to keep going. This also applies to all different financial plans. If you aren’t seeing the growth you want be patient, make adjustments, or a combination of both.
What is your favorite quote from a TV show/book/movie?
“You are braver than you believe, stronger than you seem, and smarter than you think.” ~ Winnie the Pooh
Click here to schedule a free 30-minute meeting with me. Lets talk!
Naomi@uniret.com |(818) 640-0276
Naomi currently specializes in helping individuals and their families in the following states:
- California – 4167650
- Nevada – 3756872
- Washington – 1142379
- New Mexico – 20146498