MVP Seminars Keynote Speakers & Business Trainers

Frank Villarreal

P. Morgan provides comprehensive asset management strategies to help you achieve your long-term goals. Our broad private client base includes retired individuals and executives in the later stages of their careers, entrepreneurs, and clients with a wide range of investing experience. Our approach is to take a holistic view at each client's entire financial picture, from their insurance needs, to their portfolio investments and real estate holdings. Our objective is to be a trusted, impartial advisor who is there to support and guide our clients.

Keynote Topics: Business Trends, Christian Themes & Topic, Economists/Finance, Real Estate and Mortgage Issues, Risk Management Technology,
Business Training Topics: Business Trends, Christian Themes & Topics, Finance and Accounting,

P. Morgan provides comprehensive asset management strategies to help you achieve your long-term goals. Our broad private client base includes retired individuals and executives in the later stages of their careers, entrepreneurs, and clients with a wide range of investing experience. Our approach is to take a holistic view at each client’s entire financial picture, from their insurance needs, to their portfolio investments and real estate holdings. Our objective is to be a trusted, impartial advisor who is there to support and guide our clients. I have more than 20 years of experience in the financial services industry. Prior to joining J.P. Morgan in 2009, I worked at Credit Suisse (2001–2008), and before that, at Hambrecht & Quist (1998–2001). I began working as a Financial Adviser at Merrill Lynch in 1993, but my first industry experience dates back to 1988, when I interned at Bear Stearns while attending college, before moving into corporate finance.

I received a Bachelors of Science in Finance from San Francisco State University and have passed the CFA Level I exam.

Registered States: CA, GA, HI, ID, IL, IN, IA, KS, MD, MA MI, MS

Bachelor’s of Science in Finance from San Francisco State University

CFA Level I

  • How much should you save for retirement?
  • How to discuss your family investments and wealth with your spouse?
  • What should you teach your kids about money?
  • What is the difference between Family Living Trust and a Will?

I’ll discuss these topics and well as:

  • The J.P. Morgan View
  • How can you best position your investments in 2014?
  • What is the outlook for the global equity markets?
  • What can we expect from the new Federal Reserve Chair, Janet Yellen?

I discuss J.P. Morgan’s outlook on the current market environment as well as how to best enhance and protect your investments this year.

  • What Is The Right Level Of Risk?
  • What are some effective techniques to reduce risk in your investments?
  • How can you protect yourself against rising interest rates?
  • Is the stock market currently overvalued?

I discuss why its more important than ever for investors to take a fresh look at their portfolios to ensure that their risk levels are consistent with their investment objectives.

Evolving Your Fixed Income Strategy In Today’s Changing Markets

  • How can I achieve greater income in a low interest rate environment?
  • What is the outlook for the bond market and how can I best position my investments accordingly?

Today’s fixed income markets are vast, complex and changing. I’ll discuss the current interest rate environment and whether the strategies which have worked well in the past are still appropriate today.


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