Financial Guidance for Multiple Generations
Math was a strength for Chad R. Bester, and he originally meant to turn that into an engineering career.
But the numbers added up differently. He liked to trade baseball cards – and bought the company’s stock. He found himself following the business news. He was drawn to investing, opened a Roth IRA – and earned an internship with Wells Fargo. He became a Financial Advisor in 2002. Today, Bester, CFP®, Senior Financial Advisor and Senior Vice President-Investments, guides clients in building their financial futures.
Guaranteed Investment Safety, With Growth on Top, for Life
Casey Marx wanted to be a child psychologist, but life wanted him to be a wealth advisor. People across the country are glad he followed the second path.
Marx’s choice of psychology was a result of his feelings following his father’s death when he was 15. Deeply affected by this loss, he entered college with the goal of pursuing a clinical profession. But the story took a turn. Marx’s mother experienced terrible financial losses in the market. “I’ll tell you, there is not a more helpless feeling in the world than witnessing that type of financial devastation and feeling responsibility to your family and not knowing what to do,” he says. “Sometimes knowledge comes out of necessity. And for me, the direction became the financial field, studying markets, trying to make sense of the world and how to brave the storm.”
PFG™ Integrates Diversified Financial Services For Affluent Investors and Corporations The rural countryside of the South San Francisco Bay area was giving way to an industrial transformation in 1960. The world was about to be introduced to “Silicon Valley” and venture capitalism. With fortunes changing as quickly as the landscape, entrepreneurs, innovators, executives, stockholders and others in Northern California found a trustworthy source of exclusive financial services they needed as James M. Pollock founded Pollock Financial Group (PFG) that year. PFG has safely steered an elite clientele through 55 years of economic opportunities and downturns. “Of the more than 2,000 clients we’ve served, most are risk takers who energize our economy. We make sure they’re not taking unnecessary risks with their personal assets and business financial plans,” says Pollock, PFG President and CEO.