With 27 years of market wisdom, CERTIFIED FINANCIAL PLANNER™ and Senior Vice President of Investments at Raymond James, Marcia Bloemendaal continues to excel in the Coachella Valley with her financial practice.
After relocating from Seattle 16 years ago with her husband Anthony, she can attest to the growing appeal that the valley offers retirees, small business owners, and entrepreneurs. Like many others who have relocated, Marcia and her husband were attracted to the pace and climate of the desert.
The influence of her father sparked her interest in the market at an early age. Bloemendaal always understood the importance of saving. “Everyone needs to have a rainy day fund,” she says. This invaluable lesson continues to be her mantra with every client. Most individuals fail to plan for the longevity of their future wellbeing.
“Life happens, unexpectedly, along the way,” Bloemendaal adds. “You have to confidently advise and manage clients though the unexpected. My experience over the years has allowed me to navigate these difficult times with my client.”
Bloemendaal has built a “relationship business” based on trust and some of her client relationships exceed 25 years. “Money means different things to people at different times in their lives.” Having relationships based on trust allows clients to confide with their financial advisor about their concerns. “I do not ever foresee the element of personal interaction and trust going away in the future when it comes to advising someone on their financial affairs.”
Raymond James & Associates, Inc. 74710 Hwy. 111, Suite 101, Palm Desert, CA 92260. 760-340-1618; www.raymondjames.com/palm-desert-wealth-management, Member New York Stock Exchange/SIPC