Wealth Management

- Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

COMPREHENSIVE INVESTMENT EXPERIENCE AND SERVICE

At Global Wealth Partners Inc.® we understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

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Fixed Income

Bonds provide investors with a wide range of investment opportunities than can complement a portfolio. Also known as fixed income investments, bonds are loans investors make to issuers.

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Asset Management

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is one of the most important investment strategies.

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Risk Management

Planning for unforeseen events is one of the most often overlooked aspects of financial planning. Just one unfortunate event can quickly erode the value of a plan if you don’t have appropriate insurance.

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Financial Planning

What should you be invested in? There is no one answer to this question. A financial planner can help you determine what investments are right for you, your family and your lifestyle.

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Retirement Planning

With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it’s essential to prepare for these years and put your investments to work.

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Estate Planning

Estate taxes can deplete up to 50 percent of their total estate. Taking appropriate steps to develop a sound estate plan can provide for effective preservation and transfer of assets to your loved ones.

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JASON CONNOLLY - PARTNER

 CA Insurance Lic# 0E16674 

Jason Connolly, CFP® is a founding Partner of Global Wealth Partners, Inc. and a Certified Financial Planner™ Professional. Jason provides comprehensive advice to his clients and helps them to achieve their goals.

Prior to Global Wealth Partners, Inc., Jason worked as a financial planner with the Wealth Strategies Group. He also served as a fundamental speaker for their corporate educational workshop platform.

In his free time, Jason enjoys music, long distance running, and dining around the Bay Area. He lives in the East Bay with his wife, Christina, and their Old English Sheepdog, Keiko.

 

Email Jason Connolly

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1-408-236-7630

Check the background of this investment professional on FINRA’s BrokerCheck

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KAYLA DANIEL - VICE PRESIDENT OF CLIENT RELATIONS

Kayla Daniel is a Vice President of Client Relations for Global Wealth Partners, Inc.® Her focus is on exploring new opportunities and supporting existing client relationships. Her exposure from her travels to over 30 countries gives her the ability to easily connect with diverse clientele and contribute to the firm’s global mindset.

Kayla has always had a strong passion for financial services. She graduated Magna Cum Laude in International Finance and Marketing from the University of Miami’s School of Business, and is currently in the process of obtaining her graduate degree. Prior to joining Global Wealth Partners Inc., she worked for a team of financial advisors at JP Morgan Securities.

Kayla devotes much of her time to empower students facing adversity with enrichment services for academic success; her reach extends to low-income elementary, high school students and University student-athletes. Kayla loves sports, spending time with her family, trying new food and participating in adventurous activities.

 

Email Kayla Daniel

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1-619-320-4146

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MOUSA NASER - VICE PRESIDENT OF CLIENT RELATIONS

Mousa Naser is a Vice President of Client Relations for Global Wealth Partners, Inc.®

His contact and interaction with different cultures throughout his life in the middle east and the United States gives him the ability to relate with our firm’s diverse clientele and easily integrates with our philosophy.

Mousa has been engaged in the business world for the most part of his adult life as he studied business administration at the American University of Beirut (AUB) which is one of the most prestigious universities in the middle east. As well as, interning at several firms in the United States and in Lebanon. He is also in the process of pursuing his graduate degree to further enrich his academic knowledge and contribute to GWP client experience.

Mousa was a very talented youth soccer player where his passion to the game never ended – making time to watch his favorite teams play or attend a match. He also went on to coach several youth teams during his time in college. He devotes time outside of work playing and watching different sports. He also loves to discover new cultures and food through his diverse travel.

 

Email Mousa Naser

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1-619-320-4146

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