Affinity Groups


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Protected Investors of America:
Our Registered Investment Advisor and Broker Dealer established in San Francisco in 1934. Russ Ketron has been a registered principal and stockholder at PIA since 1979.
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Schwab Institutional. Serving investment professionals interested in Schwab Institutional's services to the investment management community.
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What is the Financial Planning Association (FPA)? The Financial Planning Association 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.

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Kinder Institute of Life Planning

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.

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Lifespan Video Portraits, Inc.

Lifespan Video Portraits, Inc. provides the perfect companion service to any individual engaged with personal financial planning and legacy creation.  We create beautiful, custom, digital video portraits.  This is an effortless and enjoyable means of capturing and transmitting the stories, experiences, and personal values that make an individual’s life and family history unique and memorable.  Family history is a special form of wealth, and it can so easily be lost or forgotten.  We consider Lifespan Video Portraits to be, “The Gift of A Lifetime”.

 

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The Novato Rotary Club is located in Novato, California, and is the #1 Large Club in District 5150 for the third year in a row. Please feel welcome to explore the website to find out more about the Club and it's local and international services.

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