Press Coverage

Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu Click here to read the full story.  ... Read more

Written by: Kathryn Flynn | 529 plans are investment products designed to help families save for future education costs. A direct-sold 529 plan is a lower-cost, DIY option that can be opened online. Advisor-sold 529 plans must be purchased through a licensed financial advisor. There are many advantages to using an advisor-sold 529 plan. According to a study by Fidelity, 67 percent of families who work with a financial advisor feel they ... Read more

Written by: Jeff Motske | Veteran money counselors are aging apace with the baby boomers they serve, a sometimes troubling fact for those approaching retirement. They want to be sure their financial advisers will be there when they need them the most. As advisers retire, clients moving to the up-and-coming generation—ones they may feel lack sufficient experience and wisdom—can be challenging. What’s a boomer to do? Partners The key to ... Read more

Written by: Kathryn Flynn | College is a major expense, and families without a plan for their children risk jeopardizing their retirement and future financial independence. Many financial advisors discuss college savings as part of a family’s overall financial plan. New parents, parents of high school students and grandparents all turn to financial advisors for help with college planning. Here are expert tips from financial advisors on how to help ... Read more