Khristene Cano • President and Chief Compliance Officer
What is your role in the financial services industry?
I lead an impeccably credentialed registered investment advisory team that provides our clients with personalized strategic investment guidance. No two clients are the same, and our team specializes in building and managing customized investment portfolios tailored to each client’s unique financial goals. Ultimately, our role is to provide perspective, guidance, and a steady hand during turbulent times by adhering to sound principles and maintaining a disciplined, diversified approach. We ensure our clients navigate challenging financial climates and stay on track to achieve their long-term financial goals.
Given today’s financial climate, what are the top two pieces of advice you would give your clients?
Amidst market volatility, economic uncertainty, geopolitical tensions, and inflationary pressure, remaining disciplined in your long-term investment plans is critical. My top two pieces of advice are: First, remain committed. Abandoning a well-crafted investment strategy based on sound fundamentals in reaction to short-term market movements can be detrimental to long-term success. Discipline is key.
Secondly, maintain a balanced, well-diversified portfolio to withstand inevitable market cycles. It’s equally important to review all risk mitigation strategies, including maintaining an emergency fund, minimizing high-interest debt, and revisiting risk management strategies, such as insurance coverage and estate planning documents.
What would you say to women considering a career in the financial services industry?
Know you have a vital role in this evolving industry. Our diverse backgrounds and approaches are essential to building solid and lasting client relationships. As women, we bring unique talents, experiences, and perspectives that are invaluable assets to this field. Our incisive analysis, quantitative abilities, exceptional client service, and communication skills are in high demand, and we should embrace the tremendous value we can offer clients and firms. Together, we can all reshape the financial services industry to create innovative solutions that are responsive to all needs.
Broadway Wealth Solutions, Inc.
1177 NE Loop 410, Fifth Floor, San Antonio TX 78209
(844) 200-0761 | broadwayws.com
Investments and Insurance Products are: • Not FDIC insured • Not guaranteed by the bank
Not a deposit • Not insured by a federal government agency • May lose value
