Management Financial

Location:

Posted:

August 23, 2013

E. Blake Fambrough, CFP®, ChFC®, CLU®

254-***-**** **********@*******.***

SUMMARY:

Financial services professional with proven expertise in Business Development, Wealth Management and Client

Relationship Management.

KEY AREAS OF EXPERTISE:

Marketing, Retirement planning, small business cash management, financial and estate planning and tax reduction

strategies, stocks, bonds, mutual funds, annuities, personal lines of credit and government instruments.

PROFESSIONAL EXPERIENCE:

Lindsey Financial Group, Redlands, CA (1/12 – present)

JP Morgan Chase, Moreno Valley, CA (5/11-11/11)

Signature Resources, Irvine, CA (5/10 – 4/11)

Edward Jones Investments, Stephenville, TX (3/04-11/09)

FINANCIAL ADVISOR

Marketed and provided financial services to high net worth individuals, professionals, and small businesses. Developed

and managed accounts through seminars, presentations, professional networking, and extensive cold calls by telephone

and in-person. Interpreted, analyzed and managed client’s objectives and asset allocation for both fee-based and

brokerage accounts ranging from $1,000 to $1 million each. Implemented financial plans encompassing trusts, mutual

funds, annuities, long term care, life insurance, and other investments.

Expanded client list from $10 million portfolio to $50 million portfolio within 2 years

Invited Speaker at clubs and community organizations such as Rotary International, Optimist Club, and Chamber

of Commerce, with audiences of 20-200 attendees

Taught a bi-weekly Basic Investing Course at Tarleton State University

Maintained a stable portfolio of $45-$50 million 2007-2009 despite a volatile economy

Rapidly completed designation as Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®)

within 18months of college graduation.

EDUCATION, LICENSES & PROFESSIONAL AFFILIATIONS:

Texas Tech University, Lubbock, TX

Master of Science in Personal Financial Planning, December, 2003

Bachelor of Business Administration in Finance, May, 2002

PROFESSIONAL DESIGNATIONS:

CFP® - (Certified Financial Planner™)

ChFC® - (Chartered Financial Consultant™)

CLU® - (Chartered Life Underwriter™)

LICENSES:

NASD Series 7, 63

California and Texas Life, Accident, Health & HMO

Eagle Scout, Boys Scouts of America (1996)