Financial Advisor Allen Neuenschwander Featured on ABC as Guest on “The Consumer’s Advocate” Show
Financial Advisors Allen and Michael Neuenschwander, were recently seen on NBC, CBS, ABC and FOX network affiliates around the country as guests on “The Consumer’s Advocate” TV show.
Houston, TX – March 8, 2013 – Allen Neuenschwander, Founder and CEO of Outlook Wealth Advisors, LLC., along with Michael Neuenschwander, were recently guests on The Consumer’s Advocate television show. The show was recently featured on NBC, CBS, ABC and FOX network affiliates around the country.
“The Consumer’s Advocate” features an interview format, with host Nick Nanton interviewing experts on consumer driven topics from across the country. Allen and Michael Neuenschwander were two of the show’s recent guests, discussing how they are helping their clients soundly plan for a retirement that helps them continue to live the lifestyle that they want to live.
A major focus of Allen’s practice is working with retired people and those who are about to retire. He has a CD, “How to Avoid Common Retirement Pitfalls,” that is currently available and he is in the process of writing a book. It was recently announced that both Allen and Michael have been awarded the prestigious 5 Star Wealth Manager Award. Allen was also recently recognized in the September issue of Texas Monthly Magazine.
The Consumer’s Advocate Show was produced by Emmy Award winning director and producer, Nick Nanton, Esq. and Emmy Nominated Producer, JW Dicks, Esq., Co-Founders of America’s PremierExperts® and The Dicks and Nanton Celebrity Branding Agency®.
Learn more about Allen Neuenschwander at http://www.outlookwealthadvisors.com.
About Allen Neuenschwander, CFP®, CPA:
Allen created Outlook Wealth Advisors after a devastating family tragedy caused him to redirect his life toward helping people achieve financial security while eliminating unnecessary risk. Unlike many estate & financial planning firms, Outlook has a true fiduciary responsibility to take care of its clients’ interests first, not the firm’s.
Over the years, Allen has passed numerous exams to become a Chartered Life Underwriter (CLU) and Certified Financial Planner™. He has taught financial and retirement planning courses for several Houston area colleges and universities and for employee groups at several Fortune 100 companies. Allen has also served on the investment committee of the Houston Chapter of the Texas Society of CPAs, and on the Board of Directors of the Financial Planning Association of Houston.
About Michael Neuenschwander, CFP®, CPA:
A native Houstonian, Michael graduated from Saint Thomas High School and went on to earn both a Bachelors degree in Accounting and a Masters degree in Finance from Texas A&M University.
Michael began his working career as an auditor with Grant Thornton LLP, and, upon completing his Masters degree, he decided to join Allen in the practice of financial planning. Drawing from his father’s 20 plus years in the financial planning and investment management industry, Michael was able to gain valuable professional experience early in his career.
Although his academic education has been completed, Michael believes that professional accreditation and continuing education are necessary to best serve the needs of his clients. In 2001, he successfully passed the rigorous 4-part examination to become a Certified Public Accountant. Subsequently, Michael successfully completed the educational and exam requirements set forth by the Certified Financial Planner Board of Standards to become a Certified Financial Planner™ Professional.
As a CFP® professional, Michael approaches financial planning as a process. That process begins with getting to know the client, their goals, and their present situation. Next, he evaluates the situation and develops recommendations and alternatives. From there, Michael reviews the plan with the client, and then helps the client implement the plan and monitors their progress along the way.
In addition to continuing his own education, Michael has taught financial and investment education classes both through the University of Houston and for the public. He is an active member of the Financial Planning Association of Houston, and served as an education committee member for several years.
Michael is a member of several professional and civic organizations, which include the national Financial Planning Association and the Texas A&M Association of Former Students
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC registered Investment Advisor. Securities offered through GF Investments Services, LLC with principal offices at 2080 Ringling Blvd, Sarasota, FL 34237. Member FINRA/SIPC.