MEET YOUR TEAM
UNPARALLED EXPERIENCE AND SUPPORT
100+ Years of Combined Experience and Know-How to Offer You Complete Support
Meet the people with one goal: to provide you with impeccable support and assistance to help grow your business.
Scott Breault, Chief Compliance Officer
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George Gopiao
- Over 30 years of experience in the securities and investments industry, including sales, management, and compliance supervision
- Supervise Registered Representatives/Financial Advisors to ensure compliance with industry and firm policies and regulations
- Monitor updates and maintain a high standard of adherence to industry innovation
- George enjoys spending time with his family, traveling, fitness, golf, and riding motorcycles
Julie Fine, Case Design Manager
- Over 25 years in financial and advisor services
- Leads advisor case design and analysis team
- Product discovery, recommendation, and sales advice
- Julie enjoys traveling with her daughter, quilting and cats
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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
Balanced Security Planning, Inc, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Balanced Security Planning, Inc. offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Balanced Security Planning, Inc. advisor.
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