We have built a firm by making a difference in our clients' lives. Our vision is to be considered by our clients as the best and most dependable firm to deliver financial security, education and service. Please view the positions available below to determine if our firm is a good match for you.
Here at Plan Well Live Well we only want to partner with the best—you. Our success is reflected in the caliber of our financial advisors. You represent the real measure of who we are. Together, we can advance a shared vision to always lead the industry by consistently delivering impactful solutions.
The Associate Financial Advisor is an integral part of the organization. With financial planning responsibility for the firm’s small to mid-size clients, as well as their own list of clients, the Associate Financial Advisor is able to build an excellent business for themselves at a competitive compensation structure.
Phil Mottini - AIF®, RFC®OwnerFinancial Advisor - RosevilleT: 916-797-1020 | F: 916-797-3020pmottini@PlanWellLiveWell.com