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News Article | December 14, 2016
Site: www.prweb.com

The Wealth Management division of Cherry Bekaert LLP (“the Firm”), one of the nation’s largest accounting and advisory firms, is expanding its presence nationally in the South Florida region. The addition of Managing Director Lillian M. Peters, CFP®, CDFA®, who is charged with leading and growing the wealth division nationally, and Senior Financial Advisor Tessie Yuste, CFP®, CIMA®, CDFA®, CTFA, marks a strategic move for increasing the South Florida market and growing client services offerings in the area. Lillian Peters brings more than two decades of experience in wealth management and financial planning, as well as over 15 years of experience leading private wealth divisions, to her new role as Managing Director of Cherry Bekaert Wealth Management LLC. She joins the Firm after serving in similar capacities for Fortune 500 companies. Peters has also led fiduciary, credit, investments and banking services teams for high-net-worth individuals and families, and private foundations and endowments. She is fluent in Spanish and is an active board member for several regional nonprofit organizations, including the Baptist Health of South Florida Foundation, Florida International University College of Business and The Education Fund. Tessie Yuste has nearly 10 years of broad range of investment management and financial planning experience as Senior Financial Advisor to high-net-worth individuals and families, business owners, executives, and those undergoing a life transition. She leverages her specialized knowledge in key areas such as divorce, retirement, risk management, investment consulting, and estate planning. Prior to joining Cherry Bekaert, Yuste served in wealth management roles at a leading financial institution, advisory firms and an executive role at a Fortune 100 company. She is fluent in Spanish, and previously volunteered in assisting with the education of military personnel at the U.S. Southern Command Center. “As we continue strengthening and expanding client services, and ensure our clients benefit from a wealth of diverse perspectives and experiences, the addition of these two professionals to our South Florida market is aligned with the Firm’s core values. Lillian and Tessie’s collective experience brings valuable expertise to Cherry Bekaert Wealth Management, and their efforts will contribute to better serve the needs of our clients as we continue to grow,” says J. Douglass Cates, Tax Partner and Division Executive for Wealth Management Services. About Cherry Bekaert Wealth Management Cherry Bekaert Wealth Management brings together years of hands-on, wealth management leadership experience and objectivity. Our mission is to help families clearly define their goals and to design a long-range plan that maximizes the probability of achieving all that is important to them. We define wealth management as a structured and thoughtful process that provides family- specific investment solutions, advanced planning and relationship management. Our advice is not limited to investments; we can assist families with wealth enhancement, wealth transfer, wealth protection and charitable planning. We lead families through a complex process to help them identify and understand their needs and related investment strategies. The comprehensive nature of this process increases the likelihood of achieving the family’s goals. | cbhwealth.com About Cherry Bekaert LLP As a nationally recognized, growth-oriented firm, Cherry Bekaert has the resources to take your business as far as you want to go. The Firm's industry specialists already know your marketplace, so they can help you make the most of emerging opportunities while minimizing compliance headaches. With our down-to-earth style and wealth of practical advice, you will find Cherry Bekaert an indispensable part of your team. Ranked among the largest accounting firms in the country, Cherry Bekaert offers specialized solutions that help advance our clients' business goals. For more than 65 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward as their growth advisor. Cherry Bekaert LLP is an independent member of Baker Tilly International. Baker Tilly International is the world’s 8th largest accountancy and business advisory network by combined fee income of its independent members. Baker Tilly International member firms specialize in providing accountancy and business advisory services to entrepreneurial, growing businesses and mid-market listed corporates worldwide. | cbh.com


News Article | December 21, 2016
Site: www.prnewswire.com

DAVIS, Calif., Dec. 21, 2016 /PRNewswire-USNewswire/ -- The public is invited to a Soils Summit hosted by USDA Natural Resources Conservation Service (NRCS) and California Department of Food and Agriculture (CDFA) on healthy soil and climate smart agriculture. The meeting provides an...


News Article | February 28, 2017
Site: www.eurekalert.org

FOLSOM, Calif., Feb. 28, 2017 - New animal research suggests eating a walnut-enriched diet may improve sperm quality by reducing lipid peroxidation, a process that can damage sperm cells. This form of cell damage harms sperm membranes, which are primarily made up of polyunsaturated fatty acids (PUFAs).1 Walnuts are the only tree nut that are predominantly comprised of PUFAs (one ounce contains 13 grams of PUFAs out of 18 grams of total fat). Research on the health benefits of PUFAs has advanced and most recently the 2015-2020 Dietary Guidelines for Americans has emphasized this type of fat as a replacement for saturated fats. As this is an animal study, there is no direct correlation to processes that occur in the human body. However, the findings support previous research suggesting that walnuts provide key nutrients that may be essential for sperm function. Specifically, researchers found significant improvements in sperm motility and morphology in mice that consumed a diet containing 19.6% of calories from walnuts (equivalent to about 2.5 ounces per day in humans) compared to mice that did not consume walnuts. Sperm motility (movement) and morphology (form) are markers of semen quality, which is a predictor of male fertility.3 "What's fascinating is we found that eating walnuts can actually help improve sperm quality, likely by reducing peroxidative damage in sperm cells," says lead researcher, Patricia A. Martin-DeLeon, PhD of the University of Delaware. "More research is needed to understand the specific nutrients in walnuts that may contribute to this improvement, but the findings suggest that walnuts may be beneficial for sperm health." This study supports findings from a published randomized control trial, which showed that eating 75 grams of walnuts per day (about 2.5 ounces) improved sperm vitality, motility and morphology in men who added walnuts to their diet compared to men who did not add walnuts.2 Healthy young men (117 total subjects) consumed their usual Western-style diet throughout the study and participated in monthly calls to share their dietary intake with the researchers. This research, led by Wendie A. Robbins, PhD, RN, FAAN of the UCLA Fielding School of Public Health and School of Nursing, established the potential role of walnuts in male fertility. Intrigued by these findings, published in 2012 in Biology of Reproduction, Martin-DeLeon set out to understand the mechanism involved in improved sperm quality with a walnut-enriched diet. Healthy male mice as well as mice that were genetically predetermined to be infertile (Pmca4-/- gene deletion) were randomly assigned to a walnut-enriched diet or a control diet without walnuts that was followed for 9-11 weeks. Among the mice that consumed walnuts, fertile mice experienced a significant improvement in sperm motility and morphology and the infertile mice had a significant improvement in sperm morphology. Both groups experienced a significant reduction in peroxidative damage. However, investigators were unable to reverse the adverse effects on sperm motility in the infertile mice because of the genetic deletion in this group. "This animal research sheds light on how walnuts may improve sperm quality and is a great follow up to our human study that showed what effect walnuts may have," says Dr. Robbins. "Studies that look at the factors underlying sperm quality improvements are very valuable for advancing research on this important topic." As with any research, study limitations should be considered. Animal research is provided as background and used to inform future studies needed to understand the effect on humans. Larger and longer-term studies, as well as studies in more diverse male populations, are needed to confirm the mechanism involved in improved sperm quality with a walnut-enriched diet. Additionally, the impact on birth outcomes is still unknown and will require more investigation. The California Walnut Commission (CWC) provided walnuts for the study. The CWC has supported health-related research on walnuts for more than 25 years. While the CWC does provide funds and/or walnuts for various projects, the actual studies are conducted independently by researchers who design the experiments, interpret the results and write the manuscripts. The California Walnut Commission, established in 1987, is funded by mandatory assessments of the growers. The Commission is an agency of the State of California that works in concurrence with the Secretary of the California Department of Food and Agriculture (CDFA). The CWC is mainly involved in health research and export market development activities. For more industry information, health research and recipe ideas, visit http://www. . ,p>The California Walnut Commission (CWC) prohibits discrimination in all programs and activities on the basis of race, color, national origin, age, disability, sex, marital status, familial status, parental status, religion, sexual orientation, genetic information, political beliefs, reprisal, or because all or part of an individual's income is derived from any public assistance programs. Persons with disabilities who require alternative means for communication of program information (Braille, large print, audiotape, etc.) should contact the CWC offices at (916) 922-5888. To file a complaint of discrimination, write to USDA, Director, Office of Civil Rights, 1400 Independence Avenue, S.W., Washington, D.C. 20250-9410, or call (800) 795-3272 (voice) or (202) 720-6382 (TDD). CWC is an equal opportunity employer and provider. The California Walnut Commission offices are located at 101 Parkshore Dr., Ste. #250, Folsom, CA 95630 1Coffua LS, Martin-DeLeon PA. Effectiveness of a walnut-enriched diet on murine sperm: involvement of reduced peroxidative damage. Heliyon. 2017;3(2). 3World Health Organization. Laboratory Manual for the Examination and Processing of Human Semen, 5th ed. Cambridge, UK: Cambridge University Press; 2010.


News Article | February 15, 2017
Site: www.prweb.com

Brown, Gruttadaro, Gaujean, Prato & Sastow PLLC (BGGPS), a full-service law firm with offices in White Plains, New York City and Rochester, and the Gardiner Group at Morgan Stanley, have announced the final event of their three-part lecture series which launched in the fall of 2016. On Wednesday, March 1, the companies will host “Protecting Against Non-Financial Retirement Shocks” at Morgan Stanley’s offices in Purchase, NY. “When planning for the future, many people follow a simple formula: save money while working, keep spending down during retirement, and pass on the remainder to your loved ones,” said Max Gaujean, founding member of BGGPS and senior managing attorney for the firm’s White Plains office. “But you also have to think of those life events that you can’t plan for. This event will focus on the legal and non-financial pitfalls that you could encounter, and how to best prepare for them.” Designed to provide useful financial planning and legal guidance to local professionals, the seminar will arm attendees with tools and valuable insights on how to best prepare a strategy to tackle those hard-to-anticipate life events, including health care costs, longevity, widowhood and chronic illness care. “This session will provide those in attendance with an actionable strategy that they can implement now, as well as the confidence that comes with having an effective contingency plan in place,” said Gary S. Sastow, BGGPS member. The event will be hosted by Gaujean and Sastow along with Morgan Stanley Financial Advisors Mary Gibbons Gardiner, CRPC® CDFA®, and Cindy Rudbart. It will feature keynote speaker Dr. Robert Pokorski, Prudential’s Vice President and Medical Director, who is committed to working with financial advisors on the importance of incorporating health and longevity planning into financial planning. Gardiner stated, “Dr. Bob has been in the insurance industry for more than 30 years and specializes in longevity research and product design. We’re thrilled to have him join us for this seminar and believe he will be a great resource to all of those in attendance.” “Protecting Against Non-Financial Retirement Shocks” will take place from 6 pm-7:30 pm on Wednesday, March 1, at the Executive Conference Center at Morgan Stanley Wealth Management’s offices located at 2000 Westchester Avenue in Purchase. Attendance is free, but reservations are required as seating is limited. To register, please contact Sharon Masse at Sharon(dot)masse(at)ms(dot)com or 914-225-5526. For more information, visit http://www.bggplaw.com or http://www.morganstanleyfa.com/gardiner/. About Brown, Gruttadaro, Gaujean, Prato & Sastow PLLC Brown, Gruttadaro, Gaujean, Prato & Sastow PLLC (BGGPS) is a legal professional limited liability corporation serving clients throughout New York, New Jersey and Connecticut. BGGPS represents individuals, physicians and their group practices, corporations and municipalities in all matters involving medical malpractice and general litigation, administrative proceedings, health law and business transactions. A firm with a proven track record of success, BGGPS attorneys are consistently top-rated by Martindale-Hubbell and the firm was honored as a U.S. World Report Best Law Firm in 2014, 2015 and 2016. The firm has offices in White Plains, Rochester and New York City. For more information, visit http://www.bggplaw.com.


News Article | October 28, 2016
Site: www.prweb.com

Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy Miller, Julianne Andrews and Rick Henderson have each received the 2016 Five Star Wealth Manager award* for the greater Atlanta area. The Five Star Wealth Manager award is the largest and most widely published wealth manager program in the financial services industry. The criteria is based on a rigorous, multifaceted research methodology, incorporating input from peers and firm leaders, client retention rates, industry experience and a thorough regulatory history review. “It is a privilege to present exceptional wealth managers with the Five Star award each year. These select wealth managers have worked hard to get where they are and demonstrate a deep knowledge of their industry and care for their clients,” stated Five Star Professional VP of Research and Services Operations Lynn Hargreaves. “We are honored to receive this award. It serves as a testament to our unwavering commitment to understanding our client’s goals and working with them to build a plan to obtain financial success; just two qualities that set Atlanta Financial apart,” said Cathy Miller, MBA, CFP®, CRPS®, CDFA™. Atlanta Financial was founded in 1992 as a full-service financial services firm built on a foundation of trust and respect. Over the years it has remained on the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. Atlanta Financial has a tradition of excellence with a focus on value, service and an unparalleled commitment to clients that has helped establish and maintain its good name in the community, as evidenced by the Five Star Wealth Manager awards. “The criteria of the Five Star Award resonates with the standard at Atlanta Financial that combining a client’s investment objectives with our core value of prudent wealth management helps to deliver a sound financial future,” said Rick Henderson, CPA, CFP®, AIF®. Julianne Andrews, MBA, CFP®, AIF® added, “Our one-on-one approach provides each client exceptional, personalized service. Treating each client as an individual and addressing their goals as unique builds trust and longevity which are hallmarks of Atlanta Financial.” The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on ten objective criteria. Wealth managers do not pay a fee to be considered or awarded. *Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit http://www.fivestarprofessional.com. ABOUT ATLANTA FINANCIAL Since 1992, people have been turning to the advisors at Atlanta Financial Associates to help them build a wealth management plan that reflects their vision and can stand the test of time. Our ability not only to meet this expectation, but to exceed it, is based in large part on the commitment we make to every one of our relationships. We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go. Adding to this is the fact that we have access to comprehensive resources, leading technology, and innovative tools. For more information about Atlanta Financial, please visit http://www.AtlantaFinancial.com. Atlanta Financial Associates’ address is 5901-B Peachtree-Dunwoody Road, Suite 275, Atlanta, GA 30328. Securities offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services and advisory services offered by Atlanta Financial Associates, Inc. are separate and unrelated to Commonwealth.


CAMBRIDGE, Ontario, Nov. 29, 2016 /PRNewswire/ -- Lystek's Thermal Hydrolysis Process (Lystek THP) for the sustainable management of biosolids and organics continues to be recognized by regulatory bodies across the U.S. In October of this year, the company received a letter from Organics Reduction and Recycling lead, Sally Rowland (Ph.D., P.E.) with the Division of Materials Management, Bureau of Waste Reduction & Recycling, New York State Department of Environmental Conservation stating that, based on information provided, the process is able to achieve Class A PR and VAR required by NYSDEC under 6 NYCRR Part 360- 5. This is in addition to the letter of acknowledgment issued by Region 9 (California) of the US Environmental Protection Agency (EPA) in February of 2014 confirming that the LysteGro product, produced by Lystek THP, meets or exceeds the requirements for Class A EQ (Exceptional Quality) biosolids. As such, it may be distributed without restriction.  In August of this year, the California Department of Food & Agriculture (CDFA) issued a Fertilizing Materials License for LysteGro, now being produced at the company's new, state-of-the-art, 150,000 tons (per annum) Organic Material Recovery Center (OMRC), located at the Fairfield-Suisun Sewer District, in Fairfield, California. "These recognitions show that, when treated using advanced science, biosolids do not have to be viewed as "waste". Demand for LysteGro is expanding rapidly. This trend is expected to continue far into the future as prices for commercial fertilizers continue to rise," says Mike Dougherty, Director of Product Management for Lystek. "There is also a high level of interest in our ability to reduce volumes, increase biogas outputs and produce safer, more cost effective, alternative sources of carbon for BNR systems. As global populations continue to rise and the resources required to produce commercial fertilizers are depleted, demand for innovative technology and organically-based products, like LysteGro, will escalate," adds Dr. Ajay Singh, co-founder and Technical Director for Lystek. Pressure to increase diversion of valuable, organic resources from landfills is mounting; as is the demand for alternative sources of energy. These materials can be converted into "green" energy and utilized to power wastewater treatment plants, reducing operational costs and greenhouse gases and transforming these facilities into Wastewater Resource Recovery Centers (WRRC's). Lystek is uniquely positioned to play a significant role in this movement. Its growing collection of cost-effective solutions are capable of helping generators divert hundreds of thousands of tons of biosolids and organics from landfills annually, converting them into value-added products and services. Lystek International Inc. is a leading provider of Thermal Hydrolysis solutions for the sustainable management of biosolids and organics. The multi-use, award-winning Lystek system reduces costs, volumes and GHG's by converting municipal and industrial wastewater treatment facilities into resource recovery centers. This is achieved by transforming organic waste streams into value-added products and services, such as the patented LysteMize® process for optimizing digester performance, reducing volumes and increasing biogas production; LysteGro®, a high-value, nutrient-rich biofertilizer and LysteCarb®, an alternative source of carbon for BNR systems. For further information: Kevin Litwiller, Director of Marketing & Business Development, Cell: 519.584.5437, Office: 226.444.0186 x 106, kevinl@lystek.com


CAMBRIDGE, Ontario, Nov. 30, 2016 /PRNewswire/ -- Lystek's Thermal Hydrolysis Process (Lystek THP) for the sustainable management of biosolids and organics continues to be recognized by regulatory bodies across the U.S. In October of this year, the company received a letter from Organics Reduction and Recycling lead, Sally Rowland (Ph.D., P.E.) with the Division of Materials Management, Bureau of Waste Reduction & Recycling, New York State Department of Environmental Conservation stating that, based on information provided, the process is able to achieve Class A PR and VAR required by NYSDEC under 6 NYCRR Part 360- 5. This is in addition to the letter of acknowledgment issued by Region 9 (California) of the US Environmental Protection Agency (EPA) in February of 2014 confirming that the LysteGro product, produced by Lystek THP, meets or exceeds the requirements for Class A EQ (Exceptional Quality) biosolids. As such, it may be distributed without restriction.  In August of this year, the California Department of Food & Agriculture (CDFA) issued a Fertilizing Materials License for LysteGro, now being produced at the company's new, state-of-the-art, 150,000 tons (per annum) Organic Material Recovery Center (OMRC), located at the Fairfield-Suisun Sewer District, in Fairfield, California. "These recognitions show that, when treated using advanced science, biosolids do not have to be viewed as "waste". Demand for LysteGro is expanding rapidly. This trend is expected to continue far into the future as prices for commercial fertilizers continue to rise," says Mike Dougherty, Director of Product Management for Lystek. "There is also a high level of interest in our ability to reduce volumes, increase biogas outputs and produce safer, more cost effective, alternative sources of carbon for BNR systems. As global populations continue to rise and the resources required to produce commercial fertilizers are depleted, demand for innovative technology and organically-based products, like LysteGro, will escalate," adds Dr. Ajay Singh, co-founder and Technical Director for Lystek. Pressure to increase diversion of valuable, organic resources from landfills is mounting; as is the demand for alternative sources of energy. These materials can be converted into "green" energy and utilized to power wastewater treatment plants, reducing operational costs and greenhouse gases and transforming these facilities into Wastewater Resource Recovery Centers (WRRC's). Lystek is uniquely positioned to play a significant role in this movement. Its growing collection of cost-effective solutions are capable of helping generators divert hundreds of thousands of tons of biosolids and organics from landfills annually, converting them into value-added products and services. Lystek International Inc. is a leading provider of Thermal Hydrolysis solutions for the sustainable management of biosolids and organics. The multi-use, award-winning Lystek system reduces costs, volumes and GHG's by converting municipal and industrial wastewater treatment facilities into resource recovery centers. This is achieved by transforming organic waste streams into value-added products and services, such as the patented LysteMize® process for optimizing digester performance, reducing volumes and increasing biogas production; LysteGro®, a high-value, nutrient-rich biofertilizer and LysteCarb®, an alternative source of carbon for BNR systems. For further information: Kevin Litwiller, Director of Marketing & Business Development, Cell: 519.584.5437, Office: 226.444.0186 x 106, kevinl@lystek.com


News Article | October 28, 2016
Site: www.prweb.com

Christian Koch, CFP®, CPWA®, RICP®, CDFA™ of KAMSouth is featured in a special section of the October issue of Atlanta magazine as a 2016 Five Star Wealth Manager award winner. Five Star Professional partnered with Atlanta magazine to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field. “We are a Independent private wealth management firm focused on value investing and retirement planning,” says said Christian Koch, CFP®, CPWA®, RICP®, CDFA™ of KAMSouth. “This year we were very proud to be featured in the USA Today, be a guest expert on the Brian Tracy TV Show airing on ABC, NBC, CBS and FOX affiliates around the country. Finally, I was featured in the upcoming book titled: Professional Performance 360: Special Edition: Success. The 2016 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history. “It is a confirmation that we are making a difference in our clients financial lives. The value of sound financial decisions play a critical role improving your Return on Life,” says Christian. “The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2,210 Atlanta wealth managers were considered for the award; 526 (24 percent of candidates) were named 2016 Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.


News Article | December 23, 2016
Site: www.prweb.com

Jonathan Peyton, Wealth Manager, and Bruce Klemm, Operations Manager, announce the launch of their independent wealth management firm, Horizon Ridge Wealth Management. Based in Ashburn, the two founding members bring more than 25 years of combined financial services industry experience and over 40 years of business experience. Jonathan, currently holds the CFP® and CDFA® marks while Bruce is currently working towards the CERTIFIED FINANCIAL PLANNER™ certification. Supported by LPL Financial's infrastructure and resources, the firm's research and operations will be extensive and innovative. “In order to meet our client's needs we deliberately structured our investment and operations departments to be supported by one of the industry leading independent broker dealers," said Klemm. Designed to provide clients with wealth management services in-person, and online, LPL Financial offers a multitude of resources for financial services firms to streamline where and how they work with their clients. “It’s very busy around here as we work diligently to bring our clients a true end-to-end financial planning process,” said Peyton. He continued, “Launching this firm was born from a conversation Bruce and I had 10 years ago. Recently, when the firm I was working for closed many of their Wealth Management offices nationally, the next logical step was bring back, at least locally, a face to face presence to the people who wanted it, and turn a 10 year dream into a reality. Between our time working at Fidelity Investments, and my time working for USAA, we estimate we have helped thousands of clients work towards their asset management and financial planning goals.” The two are striking their brand on a relationship model based in serving the best interest of their future clients. As of late, the term "fiduciary" has become a hot topic in households across the country since the Department of Labor published their "fiduciary standard of care" for advisors when discussing retirement accounts. "If a doctor and lawyer can swear to an Oath to do right by their client, why shouldn't advisors operate off a similar standard," said Peyton. "The Department of Labor's fiduciary rule opened the eyes of many investors to the reality that an advisor may not always be putting the client's interests first," remarked Klemm. "With companies under public scrutiny for their sales practices, investors are wary of who to trust." Established on the core values of transparency, integrity, loyalty, and compassion, Horizon Ridge Wealth Management adopted the Code of Ethics from the CFP Board of Standards as a way to benchmark their fiduciary standard. To address their future clients' needs Horizon Ridge Wealth Management offers: Horizon Ridge Wealth Management is a holistic wealth management firm. We focus on helping our clients invest wisely and plan for life events such as retirement, divorce, senior care, and much more. It is our belief that financial planning is more than just numbers, it is a roadmap through each stage of life. Jonathan brings his passion for helping families achieve their life goals to Horizon Ridge Wealth Management. He began his career in finance early, where he worked his way through college processing loan applications for a credit union. He quickly progressed up the ranks to wealth management during his time at Fidelity Investments, and later at USAA. For over 15 years, he has helped people with banking and investment needs, overall financial planning, wealth management strategies and asset preservation concepts. Bruce brings his passion for helping people do better for themselves to his work at Horizon Ridge Wealth Management.  As Operations Manager, Bruce is responsible for the firm’s operations and strategic planning. Prior to co-founding Horizon Ridge Wealth Management Bruce worked for Ameriprise Financial from 2004 to 2006 and Fidelity Investments from 2007 to 2014, where he then retired in 2014. Securities and Financial Planning offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.


News Article | November 15, 2016
Site: www.prlog.org

Darlene Grace, CPA, MBA, CDFA is Named Partner The Firm Will Now Operate as Zola Grace CPAs, LLC

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