BFSG’s CERTIFIED FINANCIAL PLANNER™ professionals, Michael Allbee, CFP® and Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series. For the “Investment World” session, Mike and Paul focused on how the investment world gets compensated. Learn the differences between brokers versus advisors, what does the word “fiduciary” mean, how to find an advisor, and most importantly how certain products are sold, and the way brokers/dealers are paid. Watch the replay by clicking here.
The “It’s Your Money!” workshop series is hosted by Peter Kote for his not-for-profit Financial & Estate Literacy. These workshops educate seniors to take control of their #financial, #estate, and #charitablegiving decisions.
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Please join us in welcoming Henry VanBuskirk, CFP® to Benefit Financial Services Group. Henry joins BFSG as a Wealth Manager. He will be working with our clients to help them realize their short and long-term goals by delivering personalized financial plans and retirement analysis. Previously, he worked as an Investment Analyst for an advisor in Woodland Hills, CA. Henry graduated from the University of California, Santa Cruz with a bachelor’s degree in Mathematics and from California Lutheran University with a Master’s degree in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional. We are looking forward to the positive impact he is going to make at BFSG and for our clients. Welcome Henry!
Please join us in welcoming Crystal Kessler, CFP® to Benefit Financial Services Group. Crystal joins BFSG as a Wealth Manager / Financial Planner. She will be working with clients to help them realize their short and long-term goals by delivering personalized financial plans and retirement analysis. Previously, she worked as a Wealth Advisor for a Registered Investment Advisor in San Diego, CA. She graduated with a Bachelor’s Degree in Economics from California State University, San Marcos and is a CERTIFIED FINANCIAL PLANNER™ professional. We are looking forward to the positive impact she is going to make at BFSG and for our clients.