SAN DIEGO, CA – May 20, 2019
Well-Traveled Wealth announces the addition of two accomplished financial advisors. Arlene Dimitian and Claudia Herrera join the San Diego wealth management firm, founded by Todd and Yesenia Beckmann, on Monday, May 20th, 2019.
Claudia and Arlene join Well-Traveled Wealth each bringing more than ten years of experience in the industry from their time at Foresters Financial. In their transition to the independent financial model of Well-Traveled Wealth, Claudia and Arlene endeavor to expand the firm’s service capabilities with a continued focus on client service and strengthening lifelong relationships.
“We are looking forward to the future of our firm as we grow and expand our reach in California and beyond,” said Todd Beckmann, Partner and Financial Advisor. “We are excited to welcome Claudia and Arlene to the Well-Traveled Wealth team. Each of these ladies brings an excellent track record, as well as an abundance of knowledge and experience to our independent practice.”
In addition to the growth of the team, Well-Traveled Wealth is expanding with a second office located at 100 West Broadway Suite 3000 in Long Beach, California. For more information, please contact Well-Traveled Wealth by calling (858) 880-0356.
About Well-Traveled Wealth
Well-Traveled Wealth is a wealth empowerment firm in San Diego, California founded by Todd and Yesenia Beckmann. With a belief in an understandable, practical approach to financial planning, the advisors of the firm see wealth as a catalyst for all the amazing experiences life has to offer. Well-Traveled Wealth is committed to providing superior financial planning services and investment management through client collaboration, education, and experience. As an independent financial planning practice, advisors take a customized approach to developing solutions for clients. The team operates on a foundation of transparency and places the client’s best interests first, to strategically align with individual objectives and life goals.