||2000 Prairie St., (mbx 210)
||Prairie du Sac
Member in good standing through 6/1/2020.
Chris is a well-known investment advisor and financial planner who has advised families across the country. Over the last twenty two years, thousands of investors have listened to his advice on the radio and attended his presentations, including successful business owners and retirees of various companies and government agencies; many of whom now rely on Chris and his staff for financial guidance.
Chris has been heard on WLVU 106.3 FM as the Sunday morning host of the weekly radio program "Strategic Planning" and has been interviewed by other radio personalities in the Gulf Coast Florida and Wisconsin radio markets. Chris has also been a regular guest contributor on the "Ask the Experts" show and "Up Front with Vicki McKenna". Currently, you can hear Chris each Saturday morning as he fields your financial questions on "Money Talks" on WTSO 1070 AM and 100.9 FM and streaming online at www.thebig1070.com. Money Talks is a call in format show where the ever changing topics of investment management and retirement planning are discussed.
Capstone Wealth Management was founded with the objective of helping you answer two main questions: "Will I make it?" and "Do I have any financial blind spots?" We have found that most people start seriously wondering if they will make it within 5 years of their anticipated retirement. We use a custom planning approach to analyzing your retirement income needs and have found that this approach provides you with a solid answer to the question of "Will I make it?" Financial blind spots come in varying forms. However, we have found that most blind spots come in the form of unidentified portfolio risks. Using a very robust risk discovery system, we help you not only identify what risk really means to you, but quantify what that risk might do to your portfolio if you encountered difficult markets (such as another 2008, financial crisis or rising interest rates). Go to our website and click the link - Does My Portfolio Fit Me? - for a free stress test of your current investment portfolio, IRA, variable annuity or 401k. Call: 866.596.9886 or on the web at www.careformywealth.com.
||1059 Fremont Ave
Member in good standing through 02/13/2018.
Jerry is a fee-only Financial Planner in Los Altos, California, and is the Principal of Oakhurst Financial, a California Registered Investment Adviser. After retiring from a highly successful career as a high-tech executive, he has decided to focus on everyone's need for sound financial advice, and tries to ensure that everyone can afford it.
Oakhurst provides a full range of services, including financial planning, tax planning, and investment advisory. We specialize in the needs of those approaching retirement and those already retired. We do not have any minimum levels of assets to be invested, and can sometimes address questions or issues in as little as 1 hour. We act with the utmost integrity and always place the interests of the client first.
Our fess are usually based on an hourly, project, or annual retainer basis. We also offer investment management based on a percent of assets under management.
Jerry is a graduate, with Distinction, of Stanford University, and holds a Certificate, with Honors, in Personal Financial Planning from the University of California, Santa Cruz. He holds a Series 65 Investment Adviser credential, and is an Enrolled Agent, admitted to practice in all areas before the IRS.
||Scheithe, CFP CFS CRFA
||27575 Ferry Road, Ste 100
Member in good standing through 03/1/2020.
Jeffrey S. Scheithe, CFP, CFS, CSA, CRFA is President and CEO of SAI Financial Services, Inc., formed in 1980. Jeff specializes in Comprehensive Financial Planning, developing strategies and sound investment discipline in areas of Retirement, College, Investment, and Asset planning. With over 26 years of experience, he helps individuals and businesses with "Planning today for tomorrow."
Jeff's credentials include the designations of CERTIFIED FINANCIAL PLANNER, CERTIFIED FUND SPECIALIST, and CERTIFIED RETIREMENT FINANCIAL ADVISOR which all require strict adherence to professional guidelines and ongoing continued education.
CFP is a program that holds the planner responsible to provide competent and ethical financial planning and is the standard for the industry. CFS is a program that provides the tools for implementing an effective asset allocation in the area of mutual funds. CRFA is a program that trains advisors to be specialists in managing and providing advice on the financial issues specific to retirees such as reduction of income tax, portfolio construction, insurance review, retirement income, beneficiary planning, and review of estate plan.
He is a registered representative and investment advisor representative with Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor., in St. Paul, MN
His commitment to ongoing education is evident in his designations from the College for Financial Planning and his membership in the Institute of Certified Fund Specialists. Jeff believes in giving to his community through teaching adult education classes at area colleges and presenting seminars and workshops in the financial realm. Jeff is committed to providing individuals with solutions for their financial future and believes in building his business by building relationships from generation to generation.
Born and raised in the Chicagoland area, Jeff is a graduate of the University of Illinois at Chicago with a BS in Finance and a BS in Economics. Jeff and his wife Cathy have two daughters, Jessica and Jaclyn, two cats, and two dogs. He enjoys travel, the outdoors, and spending quality time with the family. Jeff's other interests include reading, NASCAR racing, and golf.
||1011 Brioso Drive - Suite 109
Member in good standing through 7/20/2018.
Al Penry is a Certified Retirement Financial Advisor and specializes in retirement planning, financial analysis and Insurance Services. Al is Founder and CEO of Corporate Benefit Systems Inc., a company specializing in retirement, 401(k) plans, pension plans, employee benefits and wealth management of high net worth individuals. His knowledge, longevity and experience working with individuals and corporations make him a recognized leader. He has become a mentor and coach to other top professionals in the industry by helping them reach new heights in their careers. Al has been a guest speaker for many top companies and broker/dealers.
Securities offered through USA Financial Securities Corp, Member FINRA & SIPC, Corporate Benefit Systems, Inc., and USA Financial Securities Corp., are not affiliated. Supervisory Branch: 151 Yorba St., Suite 200, Tustin, CA 92780, Phone: 714-577-8758, Fax: 714-577-8019
151 Yorba St. Suite 200
Tustin, CA 92780
This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined.
Insurance solicitations are intended for residents of the states of California ONLY. This website is not intended solicitation in any other state.
California Insurance # 0658044
Corporate Benefit Systems has assisted in protecting over $185,000,000 in assets
Member in Good Standing Through 2/23/2018.
Matt DiVirgilio is president and co-owner of DiVirgilio Financial Group and Capital Management (DFG), located in Lynn Massachusetts. During his tenure DFG has grown both organically and through acquisitions. DFG offers both personal and business insurance lines and provides investments through Investors Capital Corporation, a nationally recognized securities firm clearing through Pershing LLC, an affiliate of The Bank of New York Mellon.
Under his guidance and leadership, DFG has transformed into a multi-faceted company offering its services throughout the country to individuals, businesses, municipalities, non-profit organizations and government entities while also maintaining its local charm and deep connection to the community. A primary driver of DFG's success is that clients can take a holistic approach and work with one office for all their insurance, benefits and planning needs. This business model makes it easier for clients and gives DFG peace of mind knowing that clients are properly covered and fully diversified. Matt believes this turnkey process is unique to the industry.
Matt is also president of the St. John's Preparatory (SJP) Alumni Association which consists of over 13,000 alumni. Responsibilities include leading alumni board meetings, orchestrating and planning events, overseeing the board members and subcommittees to meet or exceed the Alumni Association's goals for membership, networking, scholarship and fundraising.
Matt is also a member of the invitation only Lynn Business Partnership group which comprises many influential and prominent business executives and owners in Lynn to help with city initiatives and achieve the city's goals and objectives.
Matt is also a member of the invitation only Bentley Executive Club which is a forum for distinguished alumni and parents to share business experience, expertise, challenges, ideas and solutions, and to build relationships among peers who share a common professional bond as well as a common interest in the present and future of Bentley University.
Prior to becoming president at DiVirgilio Financial Group, Matt was a financial advisor at New England Financial and Ameritas Corp. He holds a Bachelor of Science degree in finance from Bentley University and has an accreditation as a Certified Retirement Financial Advisor. Matt continues to give back and remain active in local non-profit organizations, the Bentley Alumni Community and Bentley Alumni Soccer Community where he participated as a varsity athlete.
||1390 Valley Rd, Suite 2A
Member in good standing through 6/5/2020.
||900 S. Capital of Texas Hwy, Suite #160
||West Lake Hills
Member is currently not in good standing as of 01/31/2018.
Awarded Appreciation Certificate 7/2/2011
Planning for retirement can be one of the most exciting times of your life. For many people, it can also be a scary proposition that they put off as long as possible. Brent T. Beesley makes sure that his clients know that retirement is a gift you give yourself, and a smartly planned, strategically driven, financial strategy is how you get there. He works closely with his clients, CPAs and estate planning attorneys to develop comprehensive, multidisciplinary approaches based on their goals and dreams for the future.
Brent is a well-known financial professional who is dedicated to serving the retiree marketplace with over 20 years of diverse financial experience from banking to investment management. His practical approach, combined with strong ethics, make him a skilled advocate for you and your family. Brent's work with pre-retired and retired investors involves asset preservation, income and asset distribution strategies. He assists retirees with reducing taxes, avoiding taxes on social security income, avoiding estate taxes and protecting their estates.
An investment advisory representative and registered principal, Brent holds many professional licenses, including the series 7, 63, 65, 24, 53 and Group 1 (life, health, HMO) In addition to holding the CRFA credential, Brent earned an MBA from St. Edward's University. A financial columnist, his articles have appeared in The Austin American Statesman and the Austin Business Journal. For the third consecutive year, Brent received the Five Star Wealth manager award for 2012 and was featured in Texas Monthly magazine. He resides in Austin, with his wife, Nancy, and their three children.
||27943 Seco Canyon Rd #546
Member in good standing through 2/28/2020
||Parkes, CRFA, LUTC
||4101 Lake Boone Trail, Suite 122
Member in good standing through 6/05/2020.
Rick is a 35 year veteran in the financial industry. He enjoys working with retirees and those within 10 years of retiring, helping them to plan properly for their future. This involves financial planning, retirement planning, insurance analysis, investment management, and estate planning. Rick received his financial education at NC State University. The LUTC and CRFA designation programs provide high impact, up-to-date courses helping him to expand his knowledge and stay up to date with the latest strategies for helping individuals meet their financial goals.
Rick has appeared in Money Magazine, Forbes Magazine, NC Business leader Magazine, and other local newspapers. Listen each week to Rick's financial advice radio show on WZTK 101.1 Talk. He discusses financial matters important to all in this financial environment.
||McColl CPA, CRFA
||501 N Mustang Rd Ste I
Member in Good Standing through 12/31/2019.
I am an honor graduate of Dallas Baptist University with a major in accounting.
In 1993 I became an Oklahoma CPA after a move to the state from Texas. In 1997 I realized that if I became a financial advisor I could provide an extra level of service to my clients. I am Series 6 and 63 licensed. In 1998 I added an Oklahoma insurance license. I became a Certified Retirement Financial Advisor in January 2005.
My practice focuses on providing my clients with accounting, tax planning, tax preparation and financial service as a package. I specialize in working with small business owners and individuals.
In August 2007 I accepted the position as Executive Director of CRFA, and continue to the present as an active member of this organization.