At Global View Capital, our mission is to help you make good financial decisions, enabling you to live a less stressful and more fulfilling life. We understand that financial planning can be overwhelming, which is why we take a holistic approach to ensure you have peace of mind about your financial situation.
As a fiduciary, we put your best interests first, always recommending solutions that align with your goals and values. Our team, led by our founder, David Hessel, has extensive experience in the financial industry, with a deep understanding of the complexities of financial planning.
Who We Are
David Hessel, a Certified Student Loan Professional (CSLP) and Certified Long-Term Care (CLTC) expert, has over a decade of experience in the financial industry. With a Bachelor of Science degree in Finance from Marquette University, David has built a reputation for providing unbiased, holistic financial planning services. David is an Independent Financial Planner affiliated with Global View Capital Advisors and a graduate of the Financial Planning Association's (FPA) Residency Program.
Our Services
At Global View Capital, we offer a wide range of financial planning and management services, including:
- Financial Planning: We take a holistic approach to financial planning, evaluating your entire financial situation to create a personalized plan tailored to your goals and values.
- Tactical Investment Management: Our team of experts utilizes a growth strategy with a defensive approach, ensuring your investments are aligned with your financial goals and risk tolerance.
- Student Loan Repayment Planning: Our specialized services help individuals and families manage and repay student loan debt, ensuring a more financially secure future.
- Retirement Planning: We help individuals and families plan for retirement, ensuring a secure and fulfilling post-work life.
Why Choose Us?
At Global View Capital, we pride ourselves on our commitment to:
- Fiduciary: As a fiduciary, we prioritize your best interests, ensuring you receive unbiased advice and guidance.
- Holistic Approach: We recognize that financial planning extends beyond investments and insurance, addressing the entirety of your financial situation.
- Simplicity: We believe in keeping things simple, focusing on building trust and understanding your needs to provide personalized solutions.
With years of experience and expertise, our team is dedicated to helping you achieve your financial goals and living a more fulfilling life. Discover how our services can benefit you today.
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