At Charles Schwab, we take serving to our clients very seriously, and value making an actual distinction in their lives. Prior to becoming a member of Thornburg, Jonathan was a pension consultant with Great-West Retirement Companies/FASCORP, senior vice chairman UBS /World Asset Administration, vice president broker relations retirement providers Scudder Kemper Investments, vp institutional advertising Calamos Asset Administration, and vice chairman regional director Diversified Investment Advisors.
The FPA Northern California (NorCal”) regional convention may very well be the longest continuously operating monetary planning conference in the country; whereas administered by a number of different monetary planning predecessor organizations over time, the convention has an extremely rich historical past and is entering its 43rd(!) yr.
Sabrina has given monetary planning shows professional bono for Earned Asset Resource Community (EARN), has twice served as a Mentor for the SF FPA Practicum Venture,” and volunteers annually for San Francisco Monetary Planning Days designed to assist Americans in want of financial guidance through a sequence of free Monetary Planning Day occasions.