Devin Potter, CFP®

Devin Potter, CFP®

Certified Financial Planner™

Devin was born and raised in Chico, CA and has strong ties with the community. He attended California State University, Chico, where he earned his bachelor’s degree in Business Administration with a concentration in Entrepreneurship and Small Business Management.

Devin joined Asset Management Group in 2007 and partnered with John Roney's financial consulting practice. John and Devin work together to service large and small business retirement plans (401k), foundations/trusts, medical professionals, business owners and individuals. Devin and John work with a team of two Client Service Mangers who ensure reliable and prompt communication and service. This team approach ensures the attention to detail and valuable experience that your financial planning deserves. 

Devin has earned the distinguished designation of Certified Financial Planner™ Professional.

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.

How does working with a CFP certified advisor benefit you? Certified Financial planner ™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you. 

Devin is dedicated to serving the Chico community through his involvement with the Chico Rotary club and his service on the Butte Humane Society Board of Directors.   

Devin is licensed in life insurance, variable annuities, and holds the series 6, 7 and 63 securities registrations.

The Financial Consultants of Asset Management Group are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, GA, HI, ID, IN, MA, ID, MA, MD, MN, MO, MI, MT, NC, NJ, NV, NY, OH, OR,OK, PA, SC, TN, TX, UT, VA, WA, WI, WY

 

 

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved