Profectus Financial

A financial services firm dedicated to advanced financial planning and tax-saving strategies that looked to revamp its online presence and solidify its brand identity through a comprehensive website rebuild.

ROLE

Creative Director

ACCOUNTABILITIES

Brand Design
Web Design
Social Media Content
Print Collateral
Presentations and Webinars
Paid Advertising
Video

SUMMARY

Profectus Financial (and its wholesale-focused subsidiary, Gideon Advisers) is a small collective of highly specialized financial advisors helping clients in the Southern California area grow and maintain wealth with advanced strategies.

In 2017, Profectus Financial hired its first ever in-house creative professional with a goal of developing its established brand and building a new website that was specifically tailored to its target clientele - successful professionals. At the time, Gideon Advisers had virtually no branding and no website, which became a consistent secondary project alongside the bolstering of Profectus Financial. Brought on as a graphic designer, I quickly proved my worth and earned the title of Creative Director at Gideon Advisers within my first six months.

POWERPOINT

Decks and Webinars

Creating webinar presentations and content for a financial services firm required a balance of educational value and lead generation potential. Focus areas included designing visually engaging slides, incorporating clear and compelling messaging, and developing interactive elements to maintain attendee interest.

These webinars were highly successful, both as educational tools and as lead generators. The presentations received enthusiastic feedback from participants, who appreciated the informative and polished content. Additionally, the webinars proved to be effective ad campaign materials, attracting a significant number of high-quality leads.