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jchaparr

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from jchaparr, Investment Management Company, La Jolla, CA.

01/10/2022

1 of 52 weekends in the books
🥅 🍽 🐻 🧊

….last one’s my favorite 💙

12/22/2021

Flying into Christmas like…..
Happy Holidays everyone.

11/29/2021

Thanksgiving 🦃 🍁 🏈

09/08/2021

Disney with my 2 girls 😎

07/20/2021

Off to the office….man it feels great to start to see some folks!

03/01/2021

Lucky to celebrate our tiny man for his 1st bday......happy bday bud!🧢🐻🏆

02/19/2021

Working remote has been tough (anybody else with me?!?) and trying to complete your duties/responsibilities has been a challenge working from home...at the same time, I’m grateful to be able to strive to grow Zenith with some great people while trying to parent the best I can.

02/16/2021

We’ve been quarantining in PHX almost 3 months now (my in-laws truly are the best) and are back in SD for a bit.....so grateful to be home!

01/30/2021

Ready to enjoy the weekend! Em and Bec are off to a “Tea Party” while I go to work on my tennis game 😃

12/26/2020

In case you didn’t get enough holiday cheer........
Merry Christmas & Happy Holidays to all! 🎄 🎁 🥂

11/20/2020

“WHO’S YOUR IDEAL CLIENT?“

I’ve NEVER liked this question- it puts other existing clients in a bad light as well as future clients if they don’t “fit” the mold.....
I do believe, however, that it is crucial to identify a few criteria to have a certain type of client that excites you the MOST to work with, here are mine:

* HIGH INCOME EARNER
WHY: They need the most help getting to a lower tax bracket
* BUSINESS OWNER
WHY: They need to be proactive about wealth management as they don’t have benefits, they need to CREATE them
* BORN AFTER 1975
WHY: We still have a solid decade or 2 to make a DIFFERENCE in building their wealth

My good friend and client, Dr. Seaver Soon, fits all of these characteristics and am excited to be a part of helping him throughout the years...and by the way, he is EXCELLENT at his profession and has built and amazing practice!

Address

La Jolla, CA
92037-92039, 92092, 92093

Website

facebook.com

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