||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.
||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.
||8351 E Walker Springs Lane, Suite 101
Member in good standing through 8/31/2019.
Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry's leading publication for advisors specializing in retirement planning services.
Each weekend, Jim hosts "More Living with Jim Brogan," East Tennessee's leading resource for citizens over age 50. This interactive talk show can be heard each Saturday morning from 9:00 - 10:00 am on NewsTalk 98.7 FM, WOKI. Each Saturday, Jim and his nationally-recognized guests address a broad range of issues of importance to retirees and soon-to-be retirees. In addition to his radio show, Jim is a contributor for WBIR Channel 10 NBC, appearing monthly to discuss topics impacting retirees and soon-to-be retirees.
During the week, Jim serves as president and founder of Brogan Financial, a business he has dedicated to serving the unique and often complex financial needs of retirees, as well as those getting ready to retire. In addition, Jim also serves as the chief financial officer of Brogan Financial, and monitors and manages all client investment portfolios.
Jim teaches courses through the Professional and Personal Development Department at The University of Tennessee and the Business and Community Outreach Department at Pellissippi State Community College's Hardin Valley and Blount County campuses. Jim also serves on the Advisory Council for The University of Tennessee's Department of Finance.
Because of his extensive knowledge and experience, Jim is recognized as one of the nation's top experts on the IRS™s complex rules governing retirement account distributions.
Jim's firm, Brogan Financial, is an SEC Registered Investment Advisory firm. Jim is Board Certified in Estate Planning (BCE), is a Certified Retirement Financial Advisor (CRFA), and he holds his Master's Degree in Business (MBA) from The University of Tennessee.
Jim is committed to the local community and volunteers with his church, The University of Tennessee's College of Business as a mentor and awards judge, and several charitable organizations in the area.
Jim is a lifelong East Tennessean. He currently resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace.
||2030 Falling Waters Rd
Member in Good Standing through 4/1/2024
Paul Cochran is a well-known financial educator and respected author in Tennessee. You may have seen some of his articles on long-term care in the East Tennessee Mountain Views. For 14 years, Mr. Cochran has been teaching investors age 45+ how to preserve their assets from the devastating effects of long-term care. He has advised retirees of AT&T, Exxon, General Motors, General Electric and Ford. Over 12,000 conservative investors have benefited from his talks on how to best preserve their retirement nest eggs. Consequently, Paul is regarded as a local expert in the financial risks and opportunities of retirement. In addition to his CRFA designation, Paul is also one of 8,000 Certified Senior Advisors (CSA) in the U.S. To become a CSA, he successfully completed a 20-part program proving his expertise in many areas including senior housing, health issues, and, of course, finances. Paul is also Certified in Long-Term Care (CLTC) by the Corporation for Long-Term Care Certification, which required him to successfully complete an intensive course of classroom study and an exam covering the issues which confront seniors regarding long-term health care. Mr. Cochran graduated from the University of Tennessee in 1983. His post graduate work came from Columbia Biblical Seminary where he holds a Certificate in Biblical Studies. Paul and his wife, Sandy, live in West Knoxville with their two children.
||122 East 42nd St - 17th FL
Member in good standing through 7/1/2019.
Henri is a Recognized Supporter of SCRFA. He provided additional funds to help with the accreditation process.