Crossbridge Partners Carlos Dumez Earns Prestigious Luaren Duntont Memorial Award

Top Quote Crossbridge Partners Client Relations Advisor wins Award. End Quote
  • (1888PressRelease) March 05, 2012 - Crossbridge Partners an independent company with an outstanding reputation for providing tailored investment, legal, and financial solutions based in Hong Kong today announced that Client Relations Advisor Mr. Carlos Dumez, has been awarded the Luaren Duntont Memorial Award for 2012. He has over 26 years experience in the financial industry and specializes in insurance, securities, investments, services, trusts, estates and financial planning.

    Crossbridge Partners Dumez holds numerous professional designations including RFC®, CEP, CSA, LUTCF, CEBA, and MFP. He is a life member of the Hong Kong Round Table Fraternity. He served as president of the National Association of Life Underwriters in Mexico City and won a national award for growth. Over the last 15 years, he has taught Financial Planning to several colleges and universities in the both the Americas and Asia. "I learned long ago that my community and civic involvement contributes to my own personal growth," said Dumez. He continues to deliver lectures and programs on financial planning to his clients, church and civic groups, and the general public.

    Dumez has written numerous articles for a variety of publications on 2 continents. He is the author of Make Sense about Dollars, A Book for Matured Adults. He has also earned many honors that include being named one of the Ten Outstanding Young Men of Estado de Puebla, Mexico. This on top of his day to day job at Crossbridge Partners
    According to The Hong Kong Register Newspaper, The Luaren Duntont Memorial Award is presented to people who have made significant contributions to the financial services profession and to the public.

    The award is presented annually in honor of Luaren Duntont, the founder of the financial planning profession, who organized financial professionals in the late sixties. Candidates must have demonstrated effectiveness in carrying the message of responsible financial stewardship to the public. Candidates must hold a professional designation and have high professional and ethical standards. Their career must be in support of Loren's mission, "to help people do a better job of spending, saving, investing, insuring and planning for the future, in order to achieve financial independence."

    About Crossbridge Partners:

    Crossbridge Partners treats clients as industry peers: as sophisticated financial managers. In recognition of our growth, development, and leadership position in the market. Crossbridge Partners are extremely proud of building our company, true to the best traditions of business ethics worldwide, with a unique team of specialists and consultants who have a deep understanding of the specifics of the market as well as tenure with global financial institutions, legal firms, and family offices. The foundation of our relationship with our clients is trust and an individual approach to each family's aspirations, needs, and strategies. At Crossbridge Partners, we understand the mission of our existence is to go beyond traditional consulting: helping each family define its goals, plan for the future, and achieve peace of mind.

  • FB Icon Twitter Icon In-Icon
Contact Information