Women's Initiative Event - Three Perspectives on Starting and Growing Your Practice

November 20, 2019
4:00 PM - 6:00 PM
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Beta Wealth Group
11421 West Bernard Court
San Diego, CA 92127
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Three Panelists, Three Paths, Three Perspectives on Starting and Growing Your Practice

The Women’s Initiative of the SD Financial Planning Association proudly presents a panel discussion featuring three women that have successfully launched and grown their practices. Join us as our panelists discuss why they started their firms, how they overcame challenges to grow the business, and what they have learned through the years.

Meet Our Panel

Linda Rogers, CFP®, MSBA, EA

Linda is the owner of Planning Within Reach, LLC, a virtual wealth management firm that she founded 7 years ago. PWR offers financial planning, tax prep, and investment management for families and impact investors. Prior to starting PWR, Linda worked for a boutique wealth management firm in San Diego for 6 years.

Jodi Vleck, CFP®

Jodi founded Beta Wealth Group in 2009, which has grown to $290 million assets under management. They serve emerging high net worth to high net worth individuals and families with investment management and financial planning.

Bridget Grimes, CFP®

Bridget is the founder and president of WealthChoice, a boutique financial life planning firm for women executives. She is also the co-founder of Equita Financial Network, a collaboration of women-led financial planning firms, and is the author of the best-selling Corner Office Choices: The Executive Woman’s Guide to Financial Freedom.

Moderator

Kem Taylor, CBEC®

Kem has 23 years of experience working with RIAs and BD firms in marketing, compliance, and business planning. She is a Certified Business Exit Consultant that works on the Succession Management team with FP Transitions, a firm specializing in valuation, continuity, and internal and external succession planning. She supports clients who have created internal equity pathways to transfer their legacy and business to the next generation.

When: November 20, 2019 from 4 - 6pm

Where: Beta Wealth Group, 11421 W. Bernard Court, San Diego 92127.

For more information: Contact us at [email protected]. 

More information on the Women's Initiative at https://fpasandiego.org/Women_s_Initiative

Tickets

$0.00 Member Ticket

$10.00 Non-member Ticket