Team

Our People

Empowering with Expertise & Experience

Our team is made up of seasoned business professionals with extensive experience in entrepreneurship, finance, analytics, strategy, and consulting. We are dedicated to leveraging our knowledge and skills to support and guide aspiring entrepreneurs, helping them navigate challenges and achieve success.

Ledership
John Smith
Vice President
Klara Berger
Senior Advisor Associate
Rebbeka Hof
Vice President
Donald Ferreira
Managing Director
Advisors
Megan Fox
Partner / Advisor
Daniel William
Partner / Advisor
Maria Alvaro
Partner / Advisor
Kevin Wolf
Partner / Advisor

“At Finovate, our culture is built on client-first values, continuous improvement, and passion for our work. If you’re seeking intellectual challenge and a company that feels like home, Finovate is the place for you.”

Rebbeka Hof
Vice President
Careers
College planning
Income optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
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FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing

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A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.

On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.

Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.

We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.

Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.

We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.

Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.

Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.