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Fuller & Thaler Asset Mgmt Inc
Distance: 1.0 Mi411 Borel Ave Ste 402
94402 San Mateo -
Modernsoft , Inc.
Distance: 1.0 Mi1777 Borel Pl Ste 508
94402 San Mateo -
Clear Path Capital Partners
Distance: 1.4 Mi1850 South Grant Street
94402 San Mateo -
Maven Lane Financial Group
Distance: 4.5 Mi1700 S El Camino Real #504
94402 San Mateo -
Sas Financial Advisors LLC
Distance: 6.8 Mi1909 Whipple Avenue
94062 Redwood City
Hewins Financial Advisors, LLC
- 400 S El Camino Real Ste 800
- San Mateo, California
- 94402
- Phone: 1 650 620 3040
- Website
Website Links
Description
The Invest in Yourself Luncheon series is dedicated to empowering women in their financial and personal lives. At the April 30 event speakers will share insights into staying on track with your personal and financial goals. Featured speakers are financial advisor Lisa Berlage, as well as Dorothy Bock and Elaine Hirschenberger, co-founders of Womanspace, an Illinois-based not-for-profit corporation. Contact us for details.
“When someone becomes a Hewins’ client, they quickly gain an appreciation for our fiduciary spirit and rigorous supervision. Our firm provides provide objective advice to individuals and families as well as the sophisticated investment choices that institutions have long enjoyed.” Working with private clients and family-based foundations, John has a special interest in family wealth management. Understanding the wishes and needs of each family member, while leveraging the benefits of collective investment planning, is a particular strength of his practice and the firm overall.
The Invest in Yourself Luncheon series is dedicated to empowering women in their financial and personal lives. At the April 29 event, financial advisor Janice Deringer will discuss how best to evaluate your financial and investment program. Guest speaker Elida Rivera, a horticulturist with All Oregon Landscaping, will share how to personalize and soften your outdoor spaces. Contact us for details.