Hello!
I am Pam Guevara.
I'm a seasoned and trusted financial professional with over a decade in the field. My passion lies in assisting middle-income families in achieving financial stability. I do this by providing comprehensible financial education, personalized planning, and effective solutions. Moreover, I share valuable insights on developing a balanced money mindset, equipping you to make informed choices based on the knowledge I share.
The Mission
THE CHAMPIONS COLLECTIVE epitomizes a network of individuals who stand out as leaders and experts in the domain of financial education. It symbolizes a unified front dedicated to educating, inspiring, and guiding others on their financial journey.
With 'Champions' signifying excellence and 'Collective' denoting a collaborative and supportive community, We embody a commitment to fostering financial empowerment and success for all.
Credentials
With 12 years of experience as a licensed financial professional, I bring a wealth of knowledge and expertise to the table.
As an independent contractor under the esteemed umbrella of Transamerica, an American holding company with deep roots in the financial industry, I have the privilege of representing an extensive network of over 100 trusted life insurance companies and investment firms across the United States.
Transamerica is part of the Aegon Family, a globally recognized leader and a key addition to the FSB's list of Too Big-to-Fail insurers, underscores their commitment to stability and excellence. Furthermore, my association with World Financial Group as the marketing arm allows me to leverage unparalleled resources in providing tailored financial solutions and guidance. Your financial well-being is my utmost priority.
Philosophy and Values
We are guided by a client-centered approach rooted in these core values
1. Client Focus: Your financial well-being is our top priority. We customize our services to align with your unique goals and needs.
2. Integrity: We uphold the highest ethical standards and maintain transparency in all our financial recommendations.
3. Lifelong Learning: We continuously update our knowledge to provide you with the latest insights and solutions.
4. Education: We empower you through financial education, helping you make informed decisions.
5. Relationships: We build lasting partnerships based on trust, empathy, and genuine care.
Core Specialty
Represents our comprehensive mastery of a diverse array of financial products. Within our repertoire, we offer expert guidance on investments, insurance, long term assistance, and retirement solutions.
Our team's in-depth knowledge allows us to craft personalized financial strategies tailored to your specific goals and circumstances. Whether you're seeking to grow your wealth, protect your assets, or plan for a secure retirement, our core specialties serve as your compass in the intricate world of finance.
Rely on us to provide the insights and solutions you need to navigate the complexities of financial products with confidence and clarity.
Complimentary Assessments
Strategic Alliances
