Ridgeland, MS 39157
Fax | 601-707-5320
E-mail | firstname.lastname@example.org
Chino has served as an LPL Registered ParaPlanner since joining WealthPoint Investment Management in 2016. He is responsible for assisting with the creation of comprehensive financial plans for clients. Chino conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends.
Areas of Expertise
- Retirement and estate tax proposals
- Investment portfolio analysis
- Education projections
- Life insurance proposals
- Researching investment and insurance vehicles, estate planning concepts, and market trends
Outside The Office
Chino is married with three children and loves spending time with his family mountain biking, golfing, and fishing. He also enjoys CrossFit and Brazilian Jiu Jitsu.
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