Financial Security, Generation After Generation
Retirement almost always comes sooner than expected. When planning for the future, it is becoming harder to know which way to turn due to the recession and questions surrounding Social Security, future tax rates and other variables. More than ever, particularly for families and individuals with substantial wealth, it is critical to seek guidance from knowledgeable advisors.
“We view ourselves as financial physicians,” says Michael G. Frazier, Vice President and Portfolio Manager of California-based Bedell Frazier Investment Counselling, LLC …Read More
True Understanding Leads to
Better Financial Future
Elisabeth Andreason, CFP®, CWS®,
CAP®, speaks in a soft voice with the clarity of a former English teacher and the precision of a mathematician.
Elisabeth is the principal of The Andreason Group at Morgan Stanley. A Certified Financial Planner™ practitioner, Certified Wealth Strategist, Chartered Advisor of Philanthropy, Portfolio Management Director and Wealth Advisor, Elisabeth clarifies complicated issues to help clients make informed decisions in order to reach their goals. …Read More
Distinguished in the Art of
Financial Planning Herrmann Financial Services Displays Extraordinary Teamwork and Expertise
Ever notice a string of letters after a financial advisor’s name? Ever wonder what they mean? The letters in the CFP® mark are of particular significance, showing their user is a CERTIFIED FINANCIAL PLANNER™ certificant. Advisors with this designation have distinguished themselves by meeting stringent educational, examination, experience and ethics requirements.
In other words, a CFP® professional is no ordinary financial advisor, …Read More
Individualized Attention, Planning in Four Key Areas Distinguish Financial Planner John McKee
John H. McKee always enjoyed finance; in junior high school, along with the more usual enthusiasm for baseball and football, he began tracking stocks and creating model investment portfolios.
Later, after earning his bachelor’s degree in economics from the University of California, Santa Barbara, he earned his CPA license, broadening his understanding of corporate balance sheets and the overall economy. Through his professional experience – operating his company, Personal Portfolios, …Read More
Tides Helping People Invest in the World They Want to See
A filmmaker needs financial support to produce a movie about the plight of Palestinian immigrants. The result: the critically acclaimed Amreeka, which screened at major film festivals and on network television.
An anti-domestic violence program needs money. Activists mobilize a campaign to persuade Congress to reauthorize funding. Today, Stop Family Violence continues its important work of public education and advocacy about a growing epidemic.
An organization …Read More
Woman-owned CH Reynolds Nears 30th Anniversary With Second Generation of Family Leadership
Women owning construction companies was a rarity in 1996 when Shelly Paiva got her first job at CH Reynolds. They were more likely found answering phones and working in the front office. That’s just where Paiva began, but she had her sights on management and ownership. It was, after all, in her DNA. Her father, Charles H. Reynolds, had founded the Silicon Valley-based electrical construction company in 1983.
Rolling up her sleeves, Paiva immersed …Read More
Excellence in Workspace Design Positively
Affects Lives Says SideMark’s Sandi Jacobs
Sandi Jacobs joined furniture dealer SideMark in 1989, the same year the Dilbert comic strip debuted. Dilbert graphically depicted the bleak, cubicle-defined work spaces of modern offices typical of the time. With a vision of “truly cohesive design,” SideMark founder and CEO Randy Horton recruited the talented Jacobs to establish a new business model for the corporate furniture company that would integrate excellent design with outstanding dealer services. …Read More
Today’s Tax and Accounting Leaders Teaching Tomorrow’s
Golden Gate University is where tomorrow’s brightest tax and accounting professionals go to learn from those at the peak of their field today.
This nonprofit institution is professionally based, says Mary Canning, dean of the Braden School of Taxation and the School of Accounting. She oversees graduate curricula in these disciplines, and she has built them into highly respected, real-world programs with a total of about 2,300 students. …Read More