Expertise:
Wealth management including financial retirement, college planning and estate planning
Major Product/SVS:
Discretionary portfolio management; Income strategy solutions
Hobbies/Sports:
Golf; Tennis; Skiing; Movies
Education Degrees:
Bachelor of Science, University of Colorado Boulder (1985)
Affiliations Awards:
Former Board Member, YWCA; The Women's Wilderness Institute
Charity:
American Cancer Society; Alzheimer's Foundation of America
Number Of Years In Profession:
26
Number Of Years In Current Position:
26
What Does He/She Attribute Success To:
She attributes her success to her integrity and working hard to understand her clients needs.
Why did you become involved in your profession or industry?:
She became involved in her profession through a natural progression of opportunities.
Position Responsibilities and Duties:
Working with clients on a day-to-day basis; Overseeing and managing their investments; Developing new business
Education Certifications:
Certification in Series 7, 65, 63 and 31; Certification in Health and Life Insurance; Chartered Retirement Planning Counselor
Awards/Honors:
Named, Colorado Premier Wealth Advisor, NABCAP and the Denver Business Journal (2010-2011); Wealth Manager Five-Star Award, 5280 The Denver Magazine (2011); Wealth Manager Five-Star Award, Colorado Biz (2010)
Where Will You Be In 5 Years:
In five years, Ms. Tochihara intends to experience professional growth.