Capital Strategies, Beyond Wealth
Reynaldo J. Stoddart is a seasoned financial services professional currently serving as Vice President of Advisor Development at Capital Strategies, Beyond Wealth since January 2020, where the focus is on helping Financial Advisors enhance their practices through Practice Optimization, Teaming, and Culture. Prior to this role, Reynaldo was a Partner at New York Life Insurance Company from January 2013 to January 2020, emphasizing the importance of recruiting skilled individuals to provide innovative financial solutions. Reynaldo also held the position of Financial Services Professional, delivering a range of financial products tailored to various client needs. Earlier in Reynaldo's career, as a Systems Analyst at the Texas Department of Assistive and Rehabilitative Services from December 2002 to February 2013, support was provided to agency employees through Helpdesk services. Reynaldo holds a Bachelor of Science degree in Computer Science from Huston-Tillotson University, obtained between 1997 and 2001.
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Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing