Also, Tina Mistry has been promoted to Support Advisor. This is a new position in our firm and is a natural next step as she completes the Certified Financial Planner™ program. Tina will join in many client meetings and will be more involved with clients' investment and planning issues.
Our Mission: We develop strong personal relationships with our clients and bring clarity to issues important to them. We provide insight leading to solutions in helping them to achieve lifelong goals, and we partner together in implementing a plan to do just that!
Friday, March 6, 2009
Staff Changes
We have a new staff member! Jessica Sadredin has joined us as a Portfolio Administrator. Jessica is a recent Finance graduate from Fresno State. She has an impressive background and comes to us highly recommended. Jessica aspires to a career in financial planning.
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