Today we’d like to introduce you to Lesa Artzberger.
After a career in high-end medical device sales, Lesa experienced a major loss in her 401k during the most recent recession. She started researching various investment vehicles and found an amazing opportunity with Five Rings Financial. She now advises clients in San Diego County about the little-known investment options that are highly resistant to market fluctuation.
Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
First of all, clients from my past do not see me as a financial expert, and it will take a long time to gain their trust, in my new field.
Additionally, the financial industry is monopolized by men, and in this manner, very similar to the medical device industry. I have perservered, however, and have created my own niche/ or target clientele, by offering my services to women.
In this respect, I educate young women, and women in transition, methods of saving, and growing money, the time value of money, the impact of taxes, on wealth, and protecting their wealth from “Unlce Sam”.
what should we know about Benefits By Artzberger? What do you guys do best? What sets you apart from the competition?
I am an independent agent with Five Rings Financial and can offer services from various companies based on need. This is crucial because nobody is a cookie cutter.
Also, at Five Rings Financial, we emphasize Warren Buffet’s Number One Rule: ” Don’t Lose Money”, and offer several vehicles, that are risk resistant, yet offer a wonderful, upside potential.
Furthermore, I am a part of a group that offers monthly, educational meetings, geared towards educating women about money, in a safe place. We call our group “Wine, Women, and Wealth”.
Who do you look up to? How have they inspired you?
Helen Keller. Against all odds… she persevered and excelled.
My sister, Kim Artzberger Lyne. She is a perfectionist, and a warrior while fighting a very rare disease. At the same time, she is also fun and loving. She is always there for me and listens without judgment.
Contact Info:
- Website: www.benefitsbyartzberger
- Phone: 858-401-9026
- Email: lamonalesa@gmail.com
Image Credit:
Yelena Yahontova, The Photographer of Joy
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