About Me Before I tell you what I offer, allow me to tell you who I am, and where I have come from. My name is Kevin-James Gonzalez; I am a family man who is named after his father. My first born Adam-James shares the family heritage in his birthright. I am a son, who adores his mother, an older brother to my beautiful sister and amazing younger brother. My family and friends would tell you that I am extremely driven, allow me a moment to tell you. I have a gorgeous wife to whom I have been married 10 years, and three wonderful children. My family is the most influential presence in my life, my mother and father raised me with unshakeable family values that have helped me to grow in my younger and now older years. In addition, family values should exist beyond my home I am certain that it should be apparent in my product which I provide as a businessman. I was raised in a middle class home in West Covina, California and now live in the Inland Empire in the ever budding city of Rancho Cucamonga. I enjoy entertaining friends, racing with my son, spoiling my 2 beautiful daughters, and spending every moment left serving my wife. I can honestly say that in my life I am not only content, but I am happy. Happiness is measured in so many ways but one way to ensure that happiness continues in ones life is to have financial stability. That is why I have spent my entire career in the financial market. In my professional financial career I have monitored, supervised and overseen corporation, conglomerates, private clientele grossing 100 million dollars combined. I am familiar with international business structure as well as domestic funds. As such I spent 4 year traveling the globe as a president producing and overseeing an international corporation where I demonstrated strong leadership and frugal fiscal financial responsibility. In addition I am amply educated in small business structures as I have now established and owned “Marketing for Success, Inc.”, the parent corporation supporting my other financial establishments 10 years and ever moving forward. In both regions of my life I have experienced fiscal and fiduciary success without compromising myself or my clients. I have every desire to be a good financial leader; I treat virtues such as humility and excellence with delicate care and detail. Every new and current client is a privilege to me and a testament that people still have trust in people. Trust is hard to come by in this day and age, so financial trust is that much more critical. Personal Financial status, whether it be struggle and strife or volume and capacity is never the less personal and in these times, it is crucial that identity is kept with its original owner, you. Whether you have 100 million versus $100.00, those funds that I have been entrusted with are your personal assets and I am honored to have families, clients, and their friends trust me with that information. My job as a personal advisor is to protect not only your assets but to make them profitable. My product is money what I deliver is hope. Licenses and Accolades California DRE License Notary commission – public authentic documentation Currently en route to attaining Series 6 Broker Associate Services As your trusted financial advisor I will provide you fiduciary peace of mind through the services that I provide… Financial Plan – Through this option we will first ascertain and asses your current financial position. Together through mutual comprehension we can explore and identify reasonable goals and objectives to maximize your personal profitability. I stress the words mutual comprehension for one reason, I can promise you wealth and several roads to get to that destination, but what will you gain if you do not understand the process of which I speak? I believe that comprehension is the bridge to continuous learning. My job as your financial advisor is to make sure that you, my client, understand every transaction, its purpose and end result. By establishing a financial plan that will not require deviation, we can not only maximize your current financial status but increase it without lowering your available assets. Credit Assessment – This option includes, repair, and financial Advice to ensure optimum credibility to fiduciary institutions. Retirement Planning – Will assist in planning long term goals to establish comparable and comfortable lifestyle in later years to be specified by you. At the same time not crippling current financial flow. Off to College – Savings instrument to build college fund for children. With ongoing increases in education, families often use current 401K or other retirement funds to compensate for the raise in tuition, and essential materials. With proper preparation we can build for the cost you expect and a few of the cost that will increase as time progresses. Tax Advice – Legally sound advice on taxes to produce maximum returns and ongoing criticisms to optimize tax freedoms at the end of the fiscal year. Closing Remarks Once again, I encourage financial comprehension of your personal finance status and of secular affairs as well. Living means constantly educating oneself to absorb more information each day. As your financial advisor I will do my best to explain these services in greater detail to you that will satisfy your questions, concerns or just “want to know”. Please contact me at you earliest convenience to discuss the details of you financial dreams in length or in short. Thank you for your time and consideration, I look forward to meeting you and your families to help you realize your maximum financial potential.