New look, new important info. Please read our new Terms of Use and Privacy Policy, taking effect August 20th, 2016.

Frank Villarreal

Public Speaker from San Francisco, CA - Will travel up to 10 miles
MEMBER SINCE 2014
BOOKED {{daysSinceLastBookingText()}}

  BACKGROUND VERIFIED
$50 - $500 per month
How can you best position your investments in 2014? I discuss JPMorgan's view on the current market environment as well as how to best enhance and protect your investments this year.

I provide comprehensive asset management strategies to my clients achieve their long-term goals. My broad client base includes retired individuals and executives in the later stages of their careers, entrepreneurs, and clients with a broad range of investing experience. My approach is to take a holistic view at each client's entire financial picture, from their insurance needs, to their investments and real estate holdings. My objective is to be a trusted, impartial advisor who is there to support and guide my clients.

I have more than 20 years of experience in the financial services industry. Prior to joining J.P. Morgan Securities in 2009, I worked at Credit Suisse (2001–2008), and before that, at Hambrecht & Quist (1998–2001). I began working as a Financial Advisor at Merrill Lynch in 1993, but my first industry experience dates back to 1988, when I interned at Bear Stearns while attending college, before moving into corporate finance.

I received a B.A. in Finance from San Francisco State University. I am an accomplished skier. When I'm not on the slopes, I'm, a wine enthusiast and an adept chef, spend time in wine country, learning the craft, or explore the newest restaurants in San Francisco and Northern California.

Phone:
Fax:
Email:
Registered States:
CA, GA, HI, ID, IL, IN, IA, KS, MD, MA MI, MS, MO, NV, NY, NC, OH, OR, PA, TX, VA, WA, WV, WI
(more)
Public Speaker
Proms
Weddings
Baby Showers
Bar Mitzvahs
Celebrations
Funerals
Happy Hours
Picnic
Bachelorette Parties
Concerts
Bat Mitzvahs
Bridal Showers
Events
Bachelor Parties
Banquets
Christenings
Conventions
Festivals
Fundraisers
Halloween Parties
Meetings
Birthday Parties (Kids)
Birthday Parties (Adult)
First Communions
Luau Parties
Wedding Ceremonies
Wedding Receptions
Engagement Parties
Family Reunions
Rehearsal Dinners
Please note Frank Villarreal will also travel to South San Francisco, Belmont, Daly City, Brisbane, Oakland, Sausalito, Alameda, Emeryville, Tiburon, Berkeley, San Bruno, Albany, Mill Valley, Pacifica, Piedmont, Richmond, Corte Madera, El Cerrito, Larkspur, Millbrae, San Quentin, Tamal, Burlingame, San Rafael, Canyon, El Sobrante, Greenbrae, Orinda, San Leandro, San Mateo.
1
0
0
FEATURED CLIENTS

YOUR EVERY EVENT MARKETPLACE
USER AGREEMENT
PRIVACY POLICY