How to Be Your Own Financial Advisor
Sausalito Library Speaker Series
10/9/2014 7:00 PM - 8:30 PM
Think fast: What is 3x2x7x52x20x5? Answer: $218,400 or simply today's cost of 3 x $5 meals a day for 2 people for 20 years of retirement. Are you ready? What is your financial plan for good AND bad times? No matter where are you are in life, planning and executing your own financial game plan is a critical step for you and your family. Join us to better understand the building blocks and simple tools you can use to minimize financial stress in your life.
Wade Pitts is the Managing Director of Fort Point Capital, a boutique wealth advisor serving HNW individuals and families focused on balancing portfolio returns, risk, and tax efficiency. He sits on the boards of the NorCal Financial Planning Association Conference, Bay Area Financial Education Foundation, and Cornell NorCal Alumni Association.