WHAT WE OFFER-Financial Planning-To get where you want to go, you’ll need a custom roadmap that’s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future. -Business Management-If you are looking to outsource the day-to-day operations of your business, we are here to help. These related services—including tax preparation and planning, payroll processing, and monthly bookkeeping⁠—are available exclusively to our financial planning clients.-Investment Management-As an investor, you have the ability to effectively “put your money where your mouth is” by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.

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- Consult with clients to determine financial needs.- Analyze, draft, edit, and deliver comprehensive financial plans.- Conduct comprehensive portfolio reviews to evaluate performance.- Research and analyze investment options to develop customized financial strategies.- Implement and monitor investment strategies.- Develop relationships in the community to establish client referral sources.

- Produce comprehensive financial plans in cooperation with financial advisors. - Perform regular assessments of client goals and resources in relation to their financial plan. - Maintain annual financial planning and review cycle for planning clients within the practice. - Perform portfolio analysis, - Prepare proposals for plan driven recommendations under guidance of servicing advisors.- Support senior advisors with client deliverables. - Design and implement workflows to facilitate major processes.

- Create financial plans and presentations by gathering, organizing and synthesizing client data within a financial planning context. - Perform regular assessments of client goals and resources in relation to their financial plan. - Collaborate with advisors to review and modify model portfolios and the investment policy statements.- Evaluate and implement new software to increase efficiency and enhance planning capabilities. - Participate in marketing efforts to assist with firm growth and business development. - Design and implement workflows to facilitate major processes. - Support senior advisors with client deliverables, quarterly performance reporting and the overall wealth management process.

Worked closely with the CFP® to assist in the development of strategies for clients by managing client administration and collaborating on financial planning and investment management. Responsibilities included preparation of financial plans for client meetings, performing portfolio evaluations and making investment recommendations to the CFP® based on the findings, and researching potential mutual funds and institutional money managers for portfolio integration. In addition, provided marketing support and assisted in executing marketing campaigns, utilized various software programs to support firm growth, ensured compliance standards were continually met and prepared quarterly investment performance reports for all clients.

Researched a wide range of statewide issues in the Communications office as well as prepared and distributed newspaper articles of interest to Treasurer’s executive staff. Assisted the California Tax Credit Allocation Committee on various projects including compliance monitoring of participants in the Low-Income Housing Tax Credit Program. Researched and maintained extensive database for outreach to media and investors, requiring detailed and accurate information and reporting. Regularly reviewed and analyzed reports, legislation and regulatory activities affecting the Treasurer’s Office. Performed basic data entry, filing and record keeping. Distributed news releases and other STO communications to media and constituent lists as well as prepared constituent letters for Treasurer’s signature. Answered routine questions from media and public via phone and email.