Exciting things are happening at Favor Wealth! We are pleased to announce not one, but two new additions to our team! As an independent financial services firm, we are dedicated to partnering with our clients to create a personalized, flexible financial plan that will help you reach your financial goals and reduce worry and stress so you can enjoy an abundant life now. Everyone on our team is committed to this goal, and our newest team members will bring a level of support to our firm so we can continue providing the best service to our clients. Get to know our new team members here.
Meet Alejandra Mattoni
Alejandra is our office manager and will most likely be the first to greet you when you visit our firm. She has worn many hats in previous occupations and brings a wealth of varied experience to our team. Some of her previous roles include an executive assistant to a CEO, Spanish literature and language professor, youth pastor, and chaplain. She maintains that, above all, she is a lifelong student and loves to learn.
Outside of work, Alejandra has many self-proclaimed “nerdy” hobbies, including belonging to a book club and knitting club. You may be surprised to know that she is also a published writer and poet and continues to pursue this hobby as a “side hustle.” She is currently working on a novel about a young time traveler who collects people’s memories in order to cure them of Alzheimer’s disease, as well as a mystery novel set in a food plant. Be sure to ask about her progress on her writing the next time you stop in.
One of Alejandra’s favorite parts about working with our firm, and in the financial services industry in general, is the long-term stability that financial planning provides. She understands the value of having a solid financial plan to help you achieve your goals, whether that’s purchasing a second home, planning for another child, or wanting to retire early. She looks forward to working with our clients to help them discover and pursue their financial goals and dreams.
Meet Michelle O’Mara
Our other newest team member is Michelle, who will be working with us as a paraplanner. Michelle started her career with Ameriprise Financial and has spent the past 18 years in the financial industry. She enjoys being part of a team that strives to help others reach their financial and retirement goals. We know she will be a valuable asset to our team with her wealth of knowledge and experience.
Outside of work, Michelle likes to spend time with her husband of 22 years, exploring the outdoors. She enjoys a variety of activities, including running, cycling, and hiking in the mountains. Her free time is also spent with her son and very active 8-year-old granddaughter.
Welcome Our New Team Members
Alejandra and Michelle are powerful additions to our team and we encourage you to welcome them to the firm when you come by! At Favor Wealth, we value lasting relationships, and that starts with getting to know you. If you would like to meet our newest team members or find out how we can help you reach your financial goals, contact us at 626-529-0445 or email Ricky directly at firstname.lastname@example.org.
Ricky Biel is founder, wealth manager, and Chartered Retirement Planning Counselor℠ professional at Favor Wealth, an independent financial advisory firm serving individuals and families near Pasadena, California. Ricky Biel founded Favor Wealth with a desire to provide unbiased, client-centered, community-based financial advice. Ricky and his team of caring, smart professionals want their clients to feel like they’ve done them a favor, making it easier than ever to accomplish their financial goals by blending proven investment methodologies with creative financial technologies. He is on a mission to help his family of clients feel both a sense of relief and excitement about their future. Favor Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the Favor Wealth team may be able to help, contact them today at 626-529-0445 or email Ricky directly at email@example.com.
The commentary on this blog/website reflects the personal opinions, viewpoints, and analyses of the Favor Wealth Advisors’ employees providing such comments, and should not be regarded as a description of advisory services provided by Favor Wealth Advisors or performance returns of any Favor Wealth Advisors’ Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Favor Wealth Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.