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Index Annuity Expert Sacramento Financial Planner Patrick McGilvray, JD, CFP®

Certified Financial Planner and Investment Advisor Patrick McGilvray, JD, CFP® of Golden Horizon Financial discusses the concept and benefits of ...

HighTower Simultaneously Opens Two New Locations in Los Angeles and Baltimore ...

Kelly III and Brian Grumbach, formerly of The Kelly Group at Merrill Lynch Wealth Management, joined HighTower as Managing Directors and Partners. 21, 2012 /PRNewswire/ -- HighTower announced today the first simultaneous opening of two new offices with advisors joining from different firms on both coasts.

Ask Careful Questions When Choosing a Financial Planner

“With the economic downturn, people are a little bit gun-shy about what to do with their money and are looking for advice,” said Ellen Turf, CEO of the National Association of Personal Financial Advisors in Arlington Heights, Ill. RISMEDIA, April 22, 2011—(MCT)—Choosing a financial planner is like choosing a good doctor. We want someone who’s highly trained, professionally licensed, completely ethical and has your financial best interests at heart. And coming out of the recession, many people are hungry for financial help. It found that 34% of adults had no retirement money stashed away and 27% had no personal savings, as of November 2010. The number of Americans with no personal or retirement savings has ratcheted up from a year ago, according to a recent Harris Interactive poll....

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certified financial advisor sacramento ca - Bookshelf


Ultimate Guide to Personal Finance for Entrepreneurs
243 pages
Ultimate Guide to Personal Finance for Entrepreneurs

Jeff Lambert served as contributing consultant to this book and is a nationally acclaimed Certified Financial Planner® practitioner and partner of Lighthouse Financial Planning in Sacramento, California,a ...

Forbes Forbes

Summit Financial Advisors, LLC 160 Bovet Road, Suite 405 San Mateo, CA 94402 800 -51 8-6686 ... Planned Solutions, Inc.^ A Registered Investment Advisory Firm 9833 Horn Road, Suite E Sacramento, CA 95827 91 6-361-01 00 www.

The complete idiot's guide to investing for women
291 pages
The complete idiot's guide to investing for women

CFC— Chartered Financial Consultant A Chartered Financial Consultant, or CFC, is a professional designation granted by the American College in Bryn Mawr, Pennsylvania. In order to receive that designation, CFCs must pass 10 courses on a ...

Career opportunities in law and the legal industry
310 pages
Career opportunities in law and the legal industry

The National Association of Certified Valuation Analysts offers the following certification programs: Certified Valuation Analyst (CVA), Accredited Valuation Analyst (AVA), and Certified Forensic Financial Analyst (CFFA).

Teen guide to personal financial management
269 pages
Teen guide to personal financial management

Roger T. Smith, a Sacramento certified financial planner, said his experience has shown him that the world is divided into two types of people: savers and spenders. On rare occasions, he's seen spenders become savers.

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