Virtue Wealth Management – A Financial Advisor in Santa Clarita

/Virtue Wealth Management – A Financial Advisor in Santa Clarita
Virtue Wealth Management – A Financial Advisor in Santa Clarita 2017-12-08T18:28:23+00:00

Why I Became a Financial Advisor

I was born and raised in NY. I began my career as a Management Consultant with Accenture and EY Cap Gemini.  I really enjoyed working with new companies, getting to know their businesses really well, and identifying areas where our firm could add value. I am proud of what we were able to accomplish working side by side. That was a very exciting time but being on the road and in airports so often got old. It was time for a career change.

As a Financial Advisor, I get to spend time with people, get to know them well, and help them identify and pursue their financial goals. That sounded like a good career change to me…and no more Rocket Man!  I am proud of what my clients have accomplished over the last ten years and I’m excited to see what they will accomplish for their families and their businesses in the future.

I am part of LPL Financial because I truly believe that unbiased financial advice is best for clients whether that is an individual, a family, or business.   LPL Financial also provides me access to experts in all areas of personal finance as well as a wide selection of products and services to help my clients pursue their life goals and financial goals.

Check the background of investment professionals associated with this website on Finra’s brokercheck.

Meet Your Retirement Results Team

Your Retirement Results TeamThe Retirement Results Team is our own specialized group of retirement specialists dedicated to educating you, the employees of the 401(k) plans that we advise. They discuss in-plan advice for your individual account and other retirement plan options (e.g. educating you on the 4 options you have for your account when you leave your employer). This experienced team is focused  on serving your diverse financial needs and concerns and are available on-call or by appointment to help you at every stage of your career.

Every retirement specialist on our team is a registered financial advisor with real life experience helping people, just like you, navigate a successful path toward retirement. Our sole focus is to help you pursue your retirement goals.

Our Independence is in Your Best Interest

Our Values

Help our clients improve their quality of life and achieve their financial goals by providing them high-quality unbiased financial advice and unrivaled personal attentive service.
Honesty and Integrity are at the core of everything we do. We focus on making our exceptional client focus unrivaled.
We promise to put our client’s needs first helping them pursue all their life goals in order to reach true wealth.

Erick Arndt: Financial Advisor

Erick Arndt, PPC™
Erick Arndt, PPC™Wealth Advisor
Erick Arndt is a Wealth Advisor helping clients build and manage wealth since 2003. He holds the following securities registrations with LPL Financial: Series 7, 65, 6, 63, and 26. Erick’s focus is to help clients create wealth, enjoy it, and preserve it over their lifetime and generations to come. An advocate for small business (see above speaking to small businesses), he works hands on with companies to provide high quality retirement plans with fun and engaging education workshops for plan participants. Mr. Arndt earned his Professional Plan Consultant (PPC™) designation to help employers optimize their company sponsored retirement plans by helping participants pursue their retirement goals as well as keep compliant with government regulations.

Erick, an advocate for small business, founded SCV Startup, the technology Startup Community in Southern California with a mission of creating and curating high tech companies and jobs in Santa Clarita.  In September 2017, Erick was recognized with the Entrepreneurial Impact Award for his work with SCV Startup over the last several years promoting and nurturing the startup community in the Santa Clarita Valley.  In November 2016, Erick was named to the “The Valley 200” by The LA Business Journal, which is the “200 most powerful business people and leading opinion shapers in the San Fernando, Santa Clarita, Conejo and Antelope valleys”.

How we’re different

Our clients seek more than a “1-800 number client experience” and a menu of investment products to choose from. They want a relationship, guidance, and experience from a trusted Financial Advisor.

Our Clients Enjoy:

Unique Client Experience

We offer a client experience based on relationship not an account number. When clients call they don’t speak to a different person each time they call having to explain their entire situation from the beginning; they simply call their advisor who knows them. And they don’t have to keep leaving messages; their calls are returned in a timely manner. And you don’t have to call to remind us to think about you and your money – we’re thinking about you all the time.

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We promise to respond by the end of business today. Yes, we know that's fast but we also know your questions are important. And be sure to request your complimentary 30-minute consultation about your financial and life goals.
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