Anne Bachrach
The Accountability Coach™
Anne M. Bachrach is known as The Accountability Coach™. She has 23 years of experience training and coaching. The objective is to do more business in less time through maximizing people’s true potential, and ultimately leading them to an even better quality of life. Anne is the author of the book, Excuses Don’t Count; Results Rule!, and Live Life with No Regrets; How the Choices We Make Impact Our Lives.
View Anne’s articles: http://riacentral.com/author/anne-bachrach/
Visit Anne’s website: http://www.AccountabilityCoach.com/landing
Contact Anne: 858-456-0160 (Office) / anne@AccountabilityCoach.com (email)
Annette M. Bau, CFP®
Founder, Financial Advisor Marketing Practices
Annette Bau, CFP® is the founder of Financial Advisor Marketing Practices and author of numerous books and products, including The Million Dollar Marketing System and the Marketing Guide for Affluent Women: How to Create a Thriving Advisory Practice Working with Affluent Women. She is a 20-year veteran in the financial services industry, specializing in working with business owners and affluent women.
View Annette’s articles: http://riacentral.com/author/annette-m-bau-cfp/
Visit Annette’s website: http://www.AdvisorMarketingPractices.com
Contact Annette: 602-956-7171 (Office) / questions@millionaireseries.com (email)
Bill Bachrach, CSP, CPAE
The Trusted Financial Advisor
Bill Bachrach is the author of several industry-specific books, including the best-selling book, Values-Based Financial Planning. He has delivered approximately 2,000 keynote speeches and presentations teaching financial professionals to build high-trust client relationships. For more than 21 years he and his team have trained successful advisors and planners to dramatically improve their client loyalty, build their business by referral only, and live a very high quality of life.
View Bill’s articles: http://riacentral.com/author/bill-bachrach-csp-cpae/
Visit Bill’s website: http://www.billbachrach.com / http://www.baivbfp.com
Contact Bill: 858-558-3200 (Office)
Bill Cates
Bill Cates is the author of “Get More Referrals Now!” and “Don’t Keep Me a Secret!” and is offering you a free copy of his report “7 Deadly Referral Mistakes” as well as a subscription to his free referral newsletter with 30,000+ subscribers. He also has just released The Referral Advantage™ Video Training Program. He entered the investment and financial planning industry in 1987. His most recent executive positions include President of Ensemble Financial Services from 2002 – 2010, and Chief Operating Officer of Wall Street Financial Group from 1998 – 2002.
View Bill’s articles: http://riacentral.com/author/bill-cates/
View Bill’s website: http://www.ReferralCoach.com
Contact Bill: (301) 497–2200 (Office) / Info@ReferralCoach.com (email)
Robert Andres
CIO, Merion Wealth Partners
Bob Andres is the CIO at Merion Wealth Partners, an advisor-owned wealth management firm. Bob is the author of the book, titled “Andres Perspective” and was previously the chief strategist at Envestnet. He was also President and Founder of Andres Capital Management.
View Bob’s articles: http://riacentral.com/author/bob-andres/
View Bob’s website: http://merionwealth.com/
Contact Bob: (610) 616-3013 (Office)
Bob O’hara
President/CEO, O’Hara & Company
Bob O’Hara, CPA/PFS, MST, CExP is President/CEO of O’Hara & Company, PC founded in 1995 to address the growing need for entrepreneurs to create a comprehensive exit strategy from their businesses. O’Hara & Company hosts an educational website for business owners. The company is located at One Olde North Road, Ste. 101 in Chelmsford MA.
View Bob’s articles: http://riacentral.com/author/bob-ohara/
View Bob’s website: http://www.oharaco.com / http://www.exitplanning-edu.com
Contact Bob: 978-244-9860 (Office) / info@oharaco.com (email)
Caleb Brown CFP®
Partner, New Planner Recruiting
Caleb Brown CFP®, MBA is a partner in New Planner Recruiting. He will be presenting at the upcoming 2011 NAPFA National Conference in Salt Lake City. He will also be presenting a live webinar on “How to hire an Advisor” for the BackOffice Advisor Practice Management Study Group on July 6th at 2pm ET.
View Caleb’s articles: http://riacentral.com/author/caleb-brown/
View Caleb’s website: http://www.newplannerrecruiting.com/
Contact Caleb: 888-666-1021 (Office) / cbrown@newplannerrecruiting.com (email)
Claudio Pannunzio
Founder & President, I-Impact Group, Inc.
Claudio Pannunzio is the Founder & President of I-Impact Group, Inc., an investment and financial services consultancy serving the strategic communication needs of RIA’s, Broker/Dealers, wealth managers, and financial technology firms.
View Claudio’s articles: http://riacentral.com/author/claudio-pannunzio/
View Claudio’s website: http://www.i-impactgroup.com/
Contact Claudio: (203) 532-5881 (Office) / claudio@i-impactgroup.com (email)
Dave Williams CFP
Partner, Business Enhancement Associates, LLC
David Williams, Partner of Business Enhancement Associates, LLC, helps business owners and corporations grow, protect, and transfer wealth. Dave is also a Registered Investment Advisory Associate with Wealth Strategies Advisory Group, Inc. As a CFP® since 1985, and with more than 25 years of financial planning experience working with business owners, Dave also has expertise in advanced estate and charitable planning, employer stock option planning, and qualified plans. He is a Past President of the Financial Planning Association of the Mid-South.
View Dave’s articles: http://riacentral.com/author/dave-williams-cfp/
View Dave’s website: http://www.beadvicenow.com/index.php
Contact Dave: 901-473-9000 ext. 206 (Office)
David Loeper
CEO, Wealthcare Capital Management®
David B. Loeper is the CEO of Wealthcare Capital Management®. An SEC Registered Investment Adviser with nearly 25 years experience, Loeper has appeared on CNBC and has been a featured contributor on Bloomberg TV, Fox Business News and CNN. Loeper joined Wheat First Securities as vice president of investment consulting in 1988, where he served for 10 years. He was promoted to managing director of investment consulting, and then eventually to managing director of strategic planning for the retail brokerage division. He left his position at Wheat First Securities in 1999 to found Wealthcare Capital Management®.
Active in industry associations throughout his career, Loeper has been a member of the Investment Management Consultants Association (IMCA) for over 20 years, serving on the advisory council for more than 5 years, most recently as chairman. Loeper was also appointed by the governor of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He received his CIMA® designation in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA.Drawing on years of experience in financial services including serving as a fiduciary for all types of ERISA plans, Loeper has authored numerous whitepapers, contributes regularly to Forbes, Dow Jones, and Advisor Perspectives and wrote the top selling book, Stop the 401k Rip-off! as well as The Four Pillars of Retirement Plans, Stop the Retirement Rip-off and Stop the Investing Rip-off.
View David’s articles: http://riacentral.com/author/david-loeper/
View David’s website: http://www.financeware.com/
Contact David: 877-566-4786 (Office) / support@financeware.com (email)
David Pisarra Esq.
Founder and President, Pisarra and Grist
Family law attorney, newspaper columnist and author David Pisarra, Esq. is the founder and president of the Santa Monica, CA-based law office Pisarra and Grist as well as Men’s Family Law, established specifically for men to receive expert legal representation in divorce and custody proceedings. His recently released books, “A Man’s Guide To Divorce,” “A Man’s Guide To Child Custody,” and “A Man’s Guide To Domestic Violence” provide practical, “How-To” advice to better help men navigate the tumultuous waters of divorce. Visit his website for more information.
View David’s articles: http://riacentral.com/author/david-pisarra-esq/
View David’s website: http://www.davidpisarra.com/
Contact David: 310 664-9969 (Office) / David@mensfamilylaw.com (email)
Deborah Danielson
President and Owner, Danielson Financial Group
Deborah Danielson is president and owner of Danielson Financial Group. The Las Vegas native has built a solid record of accomplishments and a reputation for excellence among her clients and colleagues. An investment professional since 1981, Ms. Danielson is a CERTIFIED FINANCIAL PLANNER™, professional and Certified Fund Specialists – the first woman in the state of Nevada to achieve the professional designation – and has a Master’s of Science in Financial Planning.
View Deborah’s articles: http://riacentral.com/author/deborah-danielson-cfp/
View Deborah’s website: http://www.danielsonfinancialgroup.com/
Dr. Rob A. Ronin
Founder, www.MoneyAndEmotions.com
Dr. Rob A. Ronin is a licensed clinical psychologist (SC#835) and a Registered Financial Consultant (#2706), and the founder of www.MoneyAndEmotions.com. He helps all types of financial decision-makers to improve their performance in various financial roles by controlling the impact of emotions in money-related situations. For more information on Dr. Rob’s products and services, please contact him at the following telephone number and email.
View Rob’s articles: http://riacentral.com/author/dr-rob-a-ronin/
View Rob’s website: http://www.MoneyAndEmotions.com
Contact Rob: 864 275-6539 (Office) / DrRob@moneyandemotions.com (email)
Ed Slott
Ed Slott and Company
Named “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a widely recognized professional speaker and created the nationally aired PublicTelevision special, “Stay Rich Forever & Ever with Ed Slott”. Ed Slott also established the IRA Leadership ProgramTMand Ed Slott’s Elite IRA Advisor GroupTM, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace. Ed is the author of Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse it (Penguin; 2008) and Ed Slott’s IRA Advisor, a monthly IRA newsletter.
View Ed’s articles: http://riacentral.com/author/ed-slott/
View Ed’s website: http://www.irahelp.com/
Contact Ed: 516.536.8282 (Office) / support@irahelp.com (email)
Eric Clarke
President, Orion Advisor Services, LLC
Eric Clarke is President of Omaha, NE based Orion Advisor Services, LLC. Orion is the Ultimate Portfolio Accounting Service Bureau, designed specifically for registered investment advisors.
View Eric’s articles: http://riacentral.com/author/eric-clarke/
View Eric’s website: http://www.orionadvisor.com
Contact Eric: (402) 496-3513 (Office)
Jamie Zeigler
Founder and Partner, AUMPartners
Jamie Ziegler is a founder and partner at AUMPartners, a firm dedicated to helping investment leaders and professionals increase their productivity and effectiveness by leveraging their culture and teamwork. She is co-author of High Performing Investment Teams (Wiley, 2006), a book on world-class investment teamwork and decision-making. Prior to joining Focus Consulting in 2004, Jamie served for 10 years as senior vice president of global marketing for Northern Trust Global Investments, and for seven years as director of marketing/product management at Stein Roe & Farnham, Inc. Jamie is a frequent speaker at investment industry events, including events sponsored by the CFA Institute, the Boston Hedge Fund Group, William Blair & Company, Merrill Lynch, NAPFA, Northern Trust Global Investments, Smith Barney, Standish Mellon, Convergent Capital Management and the Uhlenbruch Verlag Finance for Professionals in Frankfurt. She is also a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. Jamie began her career as a mutual fund analyst and has co-authored books and other publications on mutual fund investing. She holds a BA in English from the University of Notre Dame and an MBA in Finance from DePaul University, and is a member of the CFA Institute.
View Jamie’s articles: http://riacentral.com/author/jamie-zeigler/
View Jamie’s website: http://aumpeople.com/Home_Page.html
Jimmy Lee
Managing Partner, Strategic Wealth Associates
Jimmy Lee is the Managing Partner of Strategic Wealth Associates, a wealth management and financial services firm with offices in Arizona, California, Nevada, New Mexico and Texas. Jimmy is happy to answer any questions RIA Central members may have and can be reached through the following contact number and email.
View Jimmy’s articles: http://riacentral.com/author/jimmy-lee/
View Jimmy’s website: http://www.swadvisor.com
Contact Jimmy: 702-492-3800 (Office) / jimmy@wealthcg.com (email)
Jon Gordon
Consultant, Keynote Speaker, and International Bestselling Author
Jon Gordon is a consultant, keynote speaker, and the international bestselling author of Soup, The Energy Bus, The No Complaining Rule, and Training Camp. He and his books have been featured on CNN and on NBC’s Today show, as well as in Forbes, Fast Company, O, The Oprah Magazine, the Wall Street Journal, and the New York Times. Jon’s principles have been put to the test by NFL football teams and Fortune 500 companies alike. He has worked with such clients as the Atlanta Falcons, the PGA Tour, Northwestern Mutual, JPMorgan Chase, and Publix Supermarkets. A graduate of Cornell University, he holds a master’s degree in teaching and works with numerous businesses, professional sports teams, schools, universities, and nonprofit organizations.
View Jon’s articles: http://riacentral.com/author/jon-gordon/
View Jon’s website: http://www.JonGordon.com
Contact Jon: 904-285-6842 (Office) / Info@JonGordon.com (email)
Josh Patrick
Founding Principal, Stage 2 Planning Partners
Josh Patrick, Founding Principal of Stage 2 Planning Partners has spent his adult life running and building businesses. For the first twenty years of his business career, he was President and operated Patrick’s Food Service. From a company with one employee Josh built the company to four branch operations with 90 employees.
Josh specializes in working with private business owners on a variety of concentrated issues that are unique to owners of private firms. Among these are risk assessment, cash flow planning, investment planning, retirement plan design, estate planning, succession planning, family business strategies and business value building strategies.
View Josh’s articles: http://riacentral.com/author/josh-patrick/
View Josh’s website: http://www.stage2planning.com
Contact Josh: (518) 608-8939 (Office) / jpatrick@stage2planning.com (email)
Marie Swift
Founder and Principal, Impact Communications
Marie Swift is Principal of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors, industry thought-leaders and allied institutions. Impact Communications has two service lines – one for independent advisory firms and one for the institutions that support them. A columnist for Morningstar Advisor, Research and Financial Planning magazines, industry expert David Drucker calls her a “PR consultant extraordinaire” and featured her firm in “Raising Perceptions,” an article published by Research magazine about the benefits of public relations and credibility marketing. She has also served as a Coach and Subject Matter Expert for AdvisorMax, an online resource for financial advisors, and is a member of Tiburon Strategic Advisors’ consulting fellows program. She is actively involved as a Founding Partner with the International Association of Financial, Sport and Celebrity Advisers and is serving on a pro-bono basis as PR and brand management consultant to celebrity Willie Aames. Hailed as “a Marketing Guru” by the editors at Investment Advisor magazine, she’s been working with advisors and allied institutions, helping them make better marketing communications and business decisions since 1988. After observing her work for many years, Bob Veres, publisher of Inside Information, has said that Marie “is perhaps one of the best PR consultants in the business today.”
View Marie’s articles: http://riacentral.com/author/marie-swift/
View Marie’s website: http://impactcommunications.org/
Contact Marie: (913) 649-5009 (Office) / Info@ImpactCommunications.org (email)
Mark Colgan
Founder and CEO, Plan Your Legacy
Mark Colgan is Founder and CEO of Plan Your Legacy and creator of the Breadcrumbs Legacy Planning Program.
View Mark’s articles: http://riacentral.com/author/mark-colgan/
View Mark’s website: http://www.planyourlegacy.com
Contact Mark: 585.419.2324 (Office)
Mark McKenna Little
Speaker and Author, The TrustedAdvisorToolkit
Mark McKenna Little is a speaker, author and Trusted Advisor who works with advisors committed to implementing comprehensive financial services. The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system supports efforts to build and lead a Deliverables Team of experts to deliver a checklist driven system for fully comprehensive financial services. Follow the story of how one Financial Advisor successfully moved from being a salesperson to becoming a Trusted Advisor, delivering fully comprehensive financial services through a team of experts. You may sign up for “The Kate Wilson Case-Study” at no charge.
View Mark’s articles: http://riacentral.com/author/mark-mckenna-little/
View Mark’s website: http://TrustedAdvisorToolkit.com/
Melinda Staab
Founder, PR Latitude
Melinda Staab, Founder and President of PR Latitude, has over a decade of experience in the financial services industry, many of those developing and implementing successful marketing and public relations campaigns. She has also provided public relations solutions to firms in the education, retail, real estate, health care, technology and non-profit fields. She has served both as an internal corporate Public Relations Manager at Rydex Investments and as a Vice President at a leading Financial Services PR agency, affording her the ability to see both sides of the story. PR Latitude is the culmination of that experience, giving her clients the “buy in” of an internal associate and the focus of a specialized consultant.
View Melinda’s articles: http://riacentral.com/author/melinda-staab/
View Melinda’s website: http://www.prlatitude.com/
Contact Melinda: 760.295.8245 (Office) / Melinda@PRLatitude.com (email)
Michael Kay
President, Financial Focus, LLC
Michael Kay is President of Financial Focus, LLC, an Independent Registered Investment Advisory firm based in Livingston, New Jersey. Michael Kay, CPA, CFP® Financial Focus President Michael has worked as an executive in the financial industry since 1976. Michael teaches in the CFP? program in Taxation at New York University, also teaches at Fairleigh Dickinson University’s Madison, NJ, campus, and is an expert in the areas of financial and tax planning, personal investment strategy and wealth management. Michael has attended the Financial Life Planning training at Money Quotient as well as the Kinder Institutes’ “Seven Stages of Money Maturity,” and employs the skills and concepts of Financial Life Planning with his clients.
View Michael’s articles: http://riacentral.com/author/michael-kay/
View Michael’s website: http://www.financial-focus.net/
Contact Michael: (973) 533-0666 (Office) / mkay@financial-focus.net (email)
Mike Byrnes
Founder, Byrnes Consulting
Mike Byrnes founded Byrnes Consulting to provide business planning and marketing strategy consulting services to help advisors become even more successful.
View Mike’s articles: http://riacentral.com/author/mike-byrnes/
View Mike’s website: http://www.byrnesconsulting.com
Contact Mike: 832-429-7637 (Office) / info@byrnesconsulting.com (email)
Nancy Imholte
Founder and President, Forté Coaching
Nancy Imholte has worked extensively and intimately with the top 1% of advisors at leading financial service firms in North America to create better, more productive and profitable practices. As a result, she has seen what registered investment advisors can accomplish once visions and goals are aligned with values and passions. As a veteran coach in the financial services industry with a demonstrated deep understanding of key challenges that top financial advisors face, Nancy is also a well known motivational and informative national speaker. Clients who hire Nancy to speak to their audiences are treated to a thought-provoking and passionate experience as she shares real-life insights and anecdotes from the hundreds of clients she interacts with. Audiences will also benefit from concrete action steps that they can immediately apply to their own situation.
View Nancy’s articles: http://riacentral.com/author/nancy-imholte/
View Nancy’s website: http://www.fortecoaching.com/
Nancy Lininger
Founder/Consultant, The Consortium®, Camarillo, CA
Nancy Lininger is founder/consultant of The Consortium®, Camarillo, CA, providing compliance and marketing consulting to Investment Advisors and Broker/Dealers, and publisher of the CompliancE-News.
View Nancy’s articles: http://riacentral.com/author/nancy-lininger/
View Nancy’s website: http://www.liftburden.com
Contact Nancy: 805-987-6115 (Office)
Nancy Mandell
Nancy Mandell is a veteran financial services industry writer and reported, previously the managing editor of Wealth Manager and On Wall Street Magazine.
View Nancy’s articles: http://riacentral.com/author/nancy-mandell/
View Nancy’s website:
Contact Nancy: (Office) / (email)
Patrick Shea
Managing Director, HedgeOp
Patrick F. Shea is Managing Director of HedgeOp and currently runs their Boston office. Jordan Schwartz is Partner and Vice Preside of HedgeOp.
View Patrick’s articles: http://riacentral.com/author/patrick-shea/
View Patrick’s website: http://www.hedgeop.com/
Contact Patrick: 617-348-9801 (Office) / info.boston@hedgeop.com (email)
Phil Flakes and Nick Gudz
Advisors, Starpoint Consulting Group, LLC
Starpoint Consulting Group, LLC is an advisor placement firm specializing in Broker Dealer and RIA transitions. They assume responsibility for the due diligence and negotiations with potential firms so that financial advisors can focus on their business and clients. They research hundreds of independent, regional, bank, and wirehouse firms and look at variables such as technology, payout, culture, compliance, flexibility, product differentiation, and business development.
View Phil and Nick’s articles: http://riacentral.com/author/phil-flakes-and-nick-gudz/
View Phil and Nick’s website: http://www.starpointnow.com
Contact Phil and Nick: (858) 456-5564 (Office) / philip.flakes@starpointnow.com, nicholas.gudz@starpointnow.com (email)
Ron Surz
Founder and President, PPCA and Target Date Solutions
Ronald J. Surz is president of PPCA, Inc. and Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970’s. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.
View Ron’s articles: http://riacentral.com/author/ron-surz/
View Ron’s website: http://www.ppca-inc.com/
Contact Ron: (949) 488-8339 (Office) / ron@ppca-inc.com (email)
Scott MacKillop
He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA Monitor, as well as contributed to and edited several books. Ron’s most recently co-edited book is Hedge Funds: Definitive Strategies and Techniques (Wiley Finance).
View Scott’s articles: http://riacentral.com/author/scott-mackillop/
View Scott’s website: http://www.frontierasset.com/
Contact Scott: 720-932-8166 (Office)
Scott Winters and Dr. William R. Nelson
National Sales Director, Eqis Institutional
Chief Financial Strategist, Eqis Capital
Scott Winters is National Sales Director of Eqis Institutional, and Dr. William R. Nelson is the Chief Financial Strategist of Eqis Capital. Dr. Nelson’s acclaimed original research has been published in the American Economic Review, The International Conference on Information Technology ITCC 2004 Proceedings, the Journal of Economic Behavior and Organization, Latin American Finance and Capital Markets, among many others. Eqis Capital provides a turnkey asset management platform that delivers enhanced power, flexibility and efficiency. Based in San Rafael, California, the company enables Registered Independent Advisors (RIAs) and Registered Representatives (RRs) to engineer portfolios that combine diversification, sophistication and world-class insight. Eqis provides pioneering technology with a global reach.
View Scott’s articles: http://riacentral.com/author/scott-winters-and-dr-william-r-nelson/
View Scott’s website: http://www.eqiscapital.com
Contact Scott: 800-949-9936 (Office)
Stephen Wershing
Stephen Wershing, CFP®, coaches financial advisors to be more effective, successful and happy. He consults financial practitioners on many practice management issues, including strategic differentiation, client advisory boards, implementing technology, and developing and using checklists to improve practice performance.
View Stephen’s articles: http://riacentral.com/author/stephen-wershing/
View Stephen’s website: http://www.advisorchecklist.com
Contact Stephen: 585-721-5248 (Office) / info@theclientdrivenpractice.com (email)
Stuart Zimmerman
Co-founder, Inner Securities, Inc.
Stu Zimmerman is the co-founder of Inner Securities, Inc., a coaching firm offering tools for security and wealth beyond the financial. A securities professional for 20 years, Stu is a former registered investment advisor and hedge fund manager.
View Stuart’s articles: http://riacentral.com/author/stuart-zimmerman/
View Stuart’s website: http://www.innersecurities.net
Contact Stuart: 707- 425-2360 (Office) / stu@injoymedia.com (email)
Teresa Allen
Teresa Allen is a nationally recognized business consultant, speaker and author. She is often asked to present her dynamic motivational programs on customer service, sales, and communication which help businesses and organizations that want to build success and profits through enhanced employee performance.
View Teresa’s articles: http://riacentral.com/author/teresa-allen/
View Teresa’s website: http://www.AllenSpeaks.com
Contact Teresa: 800-797-1580 (Office) / tallen@AllenSpeaks.com (email)
Thomas Fehn Esq
Founding partner, Fields, Fehn & Sherwin
H Thomas Fehn is a founding partner of Fields, Fehn & Sherwin, a boutique Los Angeles law firm that focuses on all aspects of securities law. Since his admission to the California Bar in 1969, he has served in private practice as an attorney. For more than ten years, Mr. Fehn has co-chaired the West Coast Practicing Law Institute annual seminar on securities arbitration, which educates attorneys on developments and intricacies of this specialized practice. He has also served on the faculty of the University of West Los Angeles School of Law, teaching Corporations Law. Mr. Fehn is also a trusted mediator who is hired by lawyers on both sides of a claim to help them resolve their dispute without costly litigation.
View Thomas’s articles: http://riacentral.com/author/thomas-fehn-esq/
View Thomas’s website: http://www.lastocklaw.com/
Contact Thomas: (310) 473-6338 (Office)
Vernon C. Sumnicht MBA CFP
Successful Financial Planner
Vern Sumnicht has 25 years experience as a successful financial planner and has been recognized for four consecutive years by “Worth Magazine” as one of the Nation’s Top Wealth Advisors. Vern and his team developed iSectors’® diversified ETF allocation portfolios.
View Vernon’s articles: http://riacentral.com/author/vernon-c-sumnicht-mba-cfp/
View Vernon’s website: http://www.iSectors.com
Contact Vernon: 1-800-iSectors (Office) / vern@isectors.com (email)
