February 6, 2023 The Best Source of News, Culture, Lifestyle for Culver City, Mar Vista, Del Rey, Palms and West Los Angeles

Making cents of it all—a local practice’s approach to personalized financial planning in a pandemic

Financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. But what happens when traditional in-person meetings of today—reviewing budgets, savings, goals, and investments with the advisor sitting across from you— are no longer possible? A global pandemic could leave you feeling stranded just as life and the markets become more uncertain. 

For West Los Angeles-based Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services LLC, our team was already prioritizing bringing the most personal aspects of financial planning and goal setting to the virtual space when March 2020 began. Then the world shifted, and the ability to work remotely took on an entirely new level of importance. 

Anthony Perez, Private Wealth Advisor, and Phil Decallejon, Financial Advisor with Orchard Financial Group, decided early on in March 2020 that a seamless and immediate shift to a virtual environment was needed; both to protect staff and help ensure clients knew—regardless of the changing world around them – that their financial advisors’ commitment to helping them achieve their goals would remain consistent. A new promise emerged: continue to provide and enhance the level of personalized service offered to clients during the pandemic and beyond.

The latter part of this shift involved two key features —first, ensuring that clients can check-in with their financial plan, investments, and the advice team remotely from anywhere, at any time. With nearly 60% of meetings already being conducted online pre-pandemic, virtual meeting capabilities were offered to all clients and personal videoconferencing sessions were introduced to help those new to digital platforms navigate with ease. Coupled with Ameriprise Financial’s ongoing commitment to mobility applications, clients can access accounts, performance, and check progress on their financial goals from any mobile device, at any time.

The second key aspect for delivering their service promise, Orchard Financial Group used the first few months of the pandemic to increase communication with clients—not mass communications—but rather through personal calls, e-mails and video meetings to check-in on their clients’ health, personal and financial. Decallejon and Perez credit these personal contacts for easing concerns of clients due to the uncertainty that the volatile markets and shifting economy heightened. Seeking to stand out from colleagues in the industry, Decallejon and Perez were determined to be proactive with their contact efforts, reaching out when they felt their research, tools, and experience could be beneficial to clients in times of increased stress.

These personal contacts have become a mainstay for Decallejon, Perez, and the rest of the Orchard Financial Group team one year later. Ultimately, they know these interactions have helped deepen their client relationships: serving as a reminder to their clients that their advisory team is not only there for their financial needs but also truly committed to helping them reaching their goals, today and tomorrow, and enjoying as much of life as they can along the way. 

Now, both Decallejon and Perez have committed to expanding this personal approach to financial planning through giving back in their local communities. By launching a monthly series of articles, Phil and Anthony are striving to expand access to relevant financial planning material and market research to their neighbors. Longstanding residents of West LA, both Decallejon and Perez are passionate about the area and their neighbors. Stay tuned to hear more from them in the coming months. 

If your financial advisory team has not contacted you within the last few months, think about contacting Anthony Perez and Phil Decallejon—their practice is committed to a more meaningful approach to financial planning.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial cannot guarantee future financial results.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.    

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Sponsored content

Related Posts

Property Transfer Tax Measure ULA Heads to Court as Landlords and Taxpayers Association File Lawsuit Against LA City

February 3, 2023

February 3, 2023

Measure is intended to fund affordable housing and tenant assistance programs through a property transfer tax By Dolores Quintana Measure...

A Luxurious Mar Vista Home Has Hit the Market for $3,395,000

February 3, 2023

February 3, 2023

Ashwood Avenue home offers 3080 square feet of living space  A stunning four-bedroom, five-bathroom home has hit the market in...

Ratkovich Company and JPMorgan Secure $41 Million Loan for Culver City Office Development

February 3, 2023

February 3, 2023

Project is located near the intersection of Jefferson and Obama Boulevards. By Dolores Quintana JP Morgan and the Ratkovich Company...

Culver City Approves Construction of 165,000-Square-Foot Office Building on Watseka Avenue

February 3, 2023

February 3, 2023

Four-story development set to be complete in 2025 or 2026 The City of Culver has given the green light to...

Chef Jason Neroni Introduces Best Bet Pizza to Washington Boulevard

February 2, 2023

February 2, 2023

Best Bet to open in former A-Frame space on Washington Boulevard By Dolores Quintana It’s official, chef Jason Neroni will...

Free Bahn Mi Sandwiches for Mar Vista Restaurant’s 4 Year Anniversary

February 1, 2023

February 1, 2023

My Lai party to feature free Banh Mi Sandwiches, gift card prizes, and other goodies!   By Dolores Quintana On February...

California’s Ambitious Fast-Food Law Heads to Statewide Referendum for Final Verdict

February 1, 2023

February 1, 2023

AB 257 would create a board of 11 appointees to negotiate on behalf of fast food workers in California Last...

Mayor Bass Launch New Initiative to House Homeless at Culver Boulevard Encampment

February 1, 2023

February 1, 2023

Two Inside Safe initiatives launched in South LA and Westside By Sam Catanzaro City officials have announced a new effort...

Girl Scouts Return to Los Angeles With Delicious New Cookie!

January 31, 2023

January 31, 2023

Cookie lovers throughout Greater Los Angeles can now support local Girl Scout entrepreneurs by ordering from the iconic lineup Girl...

Boris Allakhverdyan, Ben Hong and Talon Smith Unite in Santa Monica for Special Performance of Brahms’ Trio Op. 114

January 31, 2023

January 31, 2023

Concert will take place on Sunday, February 5 The world-renowned Los Angeles Philharmonic’s Principal Clarinet Boris Allakhverdyan and Associate Principal...

70 Culver High AVPA Students Descend on CETA for High School Theater Arts Festival

January 31, 2023

January 31, 2023

CCHS Senior Ginger Anderson-Willis took home first place in the “Trailer” category 70 Culver City High School students from the...

Metro’s Choice for Purple Line Muralist Sparks Veteran Concern

January 31, 2023

January 31, 2023

Veterans concerned over disturbing painting by commissioned metro muralist at the purple line stop on the West L.A VA Soldiers...

Mayor Karen Bass Makes Moves in her New Administration to Combat Homelessness

January 31, 2023

January 31, 2023

Mayor appoints three Deputy Mayors and three Directors last week Mayor Karen Bass has wasted no time in the transition...

CCUSD Board Shines Spotlight on Elementary Schools, Reacts to Monterey Park Shooting

January 31, 2023

January 31, 2023

Board of Education celebrated the collective efforts of their elementary schools by recognizing the Five Pillars of Supporting Student Need...

TikTok Sparks Surge in Kia and Hyundai Thefts in Los Angeles

January 31, 2023

January 31, 2023

Social media platforms exacerbate vehicle thefts through security flaws Kia and Hyundai vehicles have become a major target for car...