Portfolio that contains my professional summary that is current, my elevator speech, and my personal mission statement.

1. Personal Career
Portfolio
Francisco J. Navarro
As of April 2017

2. 2
Table of Contents
1. Career Summary
2. Elevator Speech
3. Personal Mission Statement
4. Resume

3. 3
CAREER SUMMARY

4. 4
Career Summary
Financial Advisor/Planner
Professional Profile
Licensed Agent to advise and sell products and services within the designated
industry of the firm for the State of Utah and California. Have provided
fiduciary acts that are in favor of the client. Life Insurance policies,
Retirement plans, Savings funds, and Investments are the products/services
provided.
Knowledgeable Professional who has studied under the mentorship of various
successful and professional advisors/planners.
Technical Skill Sets:
● Microsoft Office 2017-includes Microsoft Word, PowerPoint, and Excel
● Knowledge over different products and services offered
● Personal Planning Analysis professional
Personal Skill Sets:
● Works very well with various clients on and off the phone
● Ability to multitask while still providing the best quality of service
● I speak both English and Spanish allowing for larger diversity of
clientele
● Will provide the best advice and products/services to best fit the needs
and requirements of the client

5. 5
ELEVATOR SPEECH

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Elevator Speech
My name is Francisco Navarro who graduated in 2017 from Dixie State University
with my Bachelors in Finance and Certificate in Marketing. I am someone who is
motivated and determined to become part of something great. I am looking to
achieve the highest degree I can of education whether that be in receiving a
Master Degree or Law Degree. I am speak two languages and I am a very hard
worker. I want to succeed in life in order to help my family become
financially wealthy and buy the things they have always wanted, but
unfortunately, they could never afford these luxuries. What does family mean
to you?

7. 7
PERSONAL MISSION STATEMENT

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Personal Mission Statement
I am determined to become one whom is known for their service and
professionalism. I am driven to improve my life by helping others improve
their lives. This will happen through knowledge, hard work, motivation, and
putting others interests before my own.
● To never settle for “ok”
● To always strive to do the best to my abilities and show it in my work
● To learn constantly throughout my career and never stop consuming
knowledge
● To keep myself motivated and remind myself the reason I want to strive
for greatness and financial stability
● To put the interests of my clients ahead of my own

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RESUME