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Our Qualifications
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A. Penny Werth, President and CEO of Financial & Investment Solutions, Inc., has worked in the securities industry as a Registered Representative since 1979. She has CFP designation, and is licensed and appointed with various insurance companies to sell fixed and variable annuities, life, disability, overhead, and long term care insurance. Penny has extensive experience in determining a personal investment approach for each Client. Penny Werth is a respected speaker, and has conducted seminars on a wide variety of financial planning topics, such as investments, and financial relationships. For example, Penny co-authored a series for Saint Agnes Medical Center Foundation, entitled "Mastering Money's Secrets: A woman's introduction to financial awareness," in which she focused on empowerment and discussed the tools and information necessary to take charge of one's own financial security. Penny has been a guest lecturer at both California State University, Fresno, and Fresno City College. In addition, she has been the focus of articles and interviews in various national publications. |
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Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in AZ,CA,CO,FL,IL,NC,NJ,NY,OH,PA,SC,UT. We are registered to sell Securities in AZ,CA,CO,FL,IL,NC,NJ,NY,OH,PA,SC,UT. [ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ] |