Serving investment professionals interested in Schwab Institutional’s services to the investment management community.
Morningstar Officesm is a complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management, advanced research capabilities, sophisticated investment planning, and tools for batch reporting and secure communications using the Client Web Portal and document vault.
The Financial Planning Association, (FPA), is the membership organization for the financial planning community. FPA’s primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA’s strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP® mark as the cornerstone of the financial planning profession.
George D. Kinder is nationally recognized as the father of the Life Planning movement, the Harvard educated Kinder is the Founder of the Kinder Institute of Life Planning and Director of the Life Planning at Abacus Wealth Partners. He has been a practicing financial planner and tax advisor for nearly thirty years. His book,The Seven Stages of Money Maturity, is considered by many to be the seminal work in the burgeoning field of Life Planning.
The Novato Rotary Club is located in Novato, California, and is a premier Large Club in District 5150. Please feel welcome to explore the website to find out more about the Club and it's local and international services.