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Laura Tarbox, CFP® President |
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Michael Nozzarella, CFP®Vice President and
Managing Director |
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Mark Wilson, APA, CFP®
Vice President |
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Shannon O'Connell Portfolio Manager |
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Estelle Robinson Vice President and Operations Director |
500 Newport Center Drive, Suite 500
Newport Beach, CA 92660
Phone: (949) 721-2330
Fax: (949) 721-0734
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We use a team approach to provide comprehensive, objective, high touch service. Behind each solution and recommendation, The Tarbox Group leverages the expertise of a multi-disciplinary team of financial professionals. The Tarbox Group team brings a consummate depth and breadth of knowledge and experience to each client relationship.
ADDING VALUE THROUGH A TEAM APPROACH
Unlike most financial advisors, we truly use a team approach in all we do. When you choose to work with us, you are a client of the firm and not a client of any one person in the firm.
We are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on superior client service. Although we each have our different areas of expertise, a policy of the firm is that our staff has a good deal of "cross training" and knowledge in the areas of financial planning, investment management and operations. We do our best to ensure that everyone in the firm is familiar with your situation so that when you call with a question, if the person you ask for is unavailable, then someone else can help you immediately.
How the team approach adds value in wealth management
There are many facets to comprehensive wealth management: budgeting and cash flow, taxes, investments, insurance, and estate planning - to name a few. There are also different points of view and opinions on how to approach the various challenges, questions, and problems that we solve for our clients. Our team has been built to encompass various areas of expertise and experience. We have found that a collaborative process allows us to examine issues from different contexts and provide better options and outcomes for our clients.
How the team approach adds value in investment management
Like wealth management, the investing process is an art as well as a science. We value the input that each member of our team provides to the investment management process. All of us read and follow a variety of sources of both "hard" and "soft" research. We look at things from an analytical as well as an intuitive perspective. We consider the "macro" or "big picture" of what's going on in the economy, and we crunch the numbers on the individual investments we're contemplating. We discuss, argue and debate our opinions, and are often sent back to do more research or follow-up. In the end, when we have consensus, we are confident that the process has resulted in the best decisions and choices we can make for our client's portfolios.
How the team approach adds value to our operations
Although we have a dedicated operations staff, all of us are familiar with the basic processes of placing trade orders, processing check requests, following up on account transfers, etc., so that we can be efficient in handling all client service requests.