Planned Solutions Candice Chavez
Welcome to the third of our bonus episodes of the Planned Solutions Incorporated Podcast. Candice Chavez joined Planned Solutions in 2016. She brings over seven years of experience playing an integral role in managing the relationships between the advisors and clients. Candice is your main point for client service and is responsible for coordinating the schedules for the team, preparing account forms and handling client correspondence. She is also responsible for coordinating Planned Solutions’ marketing events and activities. In her spare time she enjoys instructing fitness classes at the local gym and spending time with her husband and four children. To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc. ADDRESS: PHONE: 1130 Iron Point Road, Suite 170 (916) 361-0100 Folsom, CA 95630 (800) 750-2111 E-MAIL: FAX: Shannon@PlannedSolutions.com (916) 361-0191 WEB SITE: www.PlannedSolutions.com #finance #invest #investment #stocks #interestrate #bonds