Women in Business
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PL Financial is an independent broker-dealer,* a top Registered Investment Advisor custodian and a leading independent consultant to retirement plans. A financial advisor with the firm, Joni Deakins provides clients with unbiased, straightforward financial guidance for retirement accounts, investments in the market, professional asset management and insurance protection.
How do you distinguish yourself from the competition?
“The relationships I build with my clients are a major factor in our mutual success. LPL Financial is the largest independent broker in the country.* This allows me to provide my clients with access to an extraordinary array of financial choices that include virtually all of the top service and product providers available. My client receives the benefit of my very best advice for her unique situation as well as access to some of the best companies and financial vehicles the market has to offer.”
FAST FACT
Joni is married to her business partner, Mark Deakins, has three sons and is actively involved In Shane’s Inspiration, Children’s Hospital LA and Notre Dame High School.
How do you advise your clients to achieve and maintain success?
“I believe that the better educated my clients are about their own financial situations, the stronger their position to make informed decisions about what to do with their money. Understanding how a particular investment or financial vehicle works and how to maximize the amount of work your money does for you is key to financial success. In this area, as in many others, I believe knowledge truly is power.”
Why does your industry appeal to you?
JONI DEAKINS Financial Advisor LPL Financial
15760 Ventura Blvd., Suite 700 Encino 818-995-9492 joni.deakins@lpl.com lplfinancial.lpl.com
S P E C I A L A DV E RT I S I N G S E CT I O N
“I love what I do. My experiences have taught me that I can make a significant difference in someone’s life, and that’s really exciting for me. As a woman I find that often when women first come to me, they are overwhelmed—maybe a little intimidated by financial issues, not sure about what to do with their money, how to invest or what their options are. Maybe their husband managed the money their entire marriage or they simply never had the time and/or desire to understand it. Unfortunately, that can all change quite quickly with the loss of a spouse or divorce. Even a change in work or profession may spark a need for financial understanding that wasn’t there before. My job is to make that process and education as stress-free, understandable and successful as possible. My clients definitely know that I am there not just to protect them but to empower them as well.” Disclaimer: Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. www.finra.org www.sipc.org *As reported in Financial Planning Magazine, 1996-2015, based on total revenue.
S EPTEMBER/OCTOBER 2015, VENTURA BLVD
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