This webinar is part of a series of monthly gatherings providing informal mentorship and fellowship for new advisors building their practices. Experienced advisors will share anecdotes from their own practices, and help ways to overcome barriers to success. Troy Thompson, CFP® is the founder of Thompson Advisory Services, with offices in San Francisco and Portland. Thompson Advisory Services shows clients how to steward their material resources in a way that supports and reinforces their own goals and values. Before opening his financial planning practice in 2008, Troy carried on a successful law practice with two global law firms. He has been a trusted advisor and counselor to clients in business, and government for over fifteen years. Troy has particular expertise in state and federal income taxation, and extensive experience defending audits and appeals before the Internal Revenue Service and the California Franchise Tax Board. Troy is an active member of the National Association of Personal Financial Advisors and the American Bar and is licensed to practice law in the States of California and Oregon. Thompson Advisory Services is a registered investment advisor with the States of California and Oregon. Troy earned his bachelor's degree in American History from Cornell University and his law degree from Harvard Law School. He lives with his wife and two young sons in Portland, Oregon. Elizabeth Buffardi started her career as a tax accountant at Blackman Kallick, a public accounting firm in Chicago, IL. After 2 years, she went to a family office, where she was the accountant for a family’s entire investment portfolio, along with the liaison between the investment managers, accountants, auditors and attorneys they used. At one point, she realized she treated their money better than she treated her own money. She started to learn all she could regarding investing. The rest of her work experience is in the financial services area, specifically, in the hedge fund and funds of hedge funds arena. Crescendo was born from Elizabeth’s quest to help people like herself gain control of their financial lives. Learning Objectives: • Share experiences with peers and subject matter experts • Learn strategies for new practice growth • Practice overcoming personal challenges
To register, click here. No CE credit available