Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).
These meetings are not open to the public.
Developing and Nurturing Your Professional Network
Meeting Description
For both new planners as well as seasoned professionals, a robust network for referrals and consultations is critical not only for your ongoing professional development and success, but is also key to providing the best service and advice possible to your clients. Is that the extent of your network? Where else do you need contacts? How do you cultivate these varied purposed contacts?
There are two key aspects of a strong network: developing the original contacts, and then ensuring that there is a bilateral relationship, through a continued bilateral relationship. Please join us at this dynamic and informative session with a panel of financial professionals sharing their wisdom and practices on this topic. Come with your questions!
Panelists Biographies
Jake Bridgland is Managing Director of Innovations’ Executive Search desk at Innovations PSI. Jake has more than 20 years working in the investment management industry at some of the largest financial institutions in the world, in and around a variety of professional functions including advice, research, compliance, product management, business development and relationship management. Jake knows the industry, speaks the language and is passionate about helping individuals advance their careers. Since joining Innovations Jake successfully placed individuals in roles at family offices, RIAs, asset management firms (hedge fund, private equity and traditional long only), and within Fintech.
Christina Gray is the Investor Relations Manager at Stonecrest Financial. For the past decade, she has helped grow the real estate portfolio to five funds totaling over $200 million in managed assets. Through Stonecrest’s Alternative Real Estate Investments, Christina strategically works with RIA advisors and individual investors to achieve higher yields, diversification, and steady income. Christina is deeply involved with the Financial Planning Association. She holds a Bachelor of Science degree from UCSC.
Dave Samuels, CFP ® , CLU, the President of Corinthian Wealth Management, has been offering clients unbiased investment advice and analysis during his 20-plus years in the financial services industry. He is a valued resource and consultant for many accountants and tax preparation services. Dave has served on the board of the Financial Planning Association, among many professional organizations. Dave is a graduate of UCLA’s Personal Financial Planner Program. He performs piano concerts on a volunteer basisin the Bay Area.
Anna Sergunina, CFP ® , ChFEBC, is the President & CEO of MainStreet Financial Planning, Inc., where she passionately helps clients achieve their financial dreams. Anna has been involved in the financial services industry since 2003. She is an active member of Garrett Planning Network (GPN), National Association of Personal Financial Advisors (NAPFA), and a board member of the Financial Planning Association of Silicon Valley (FPASV). Anna graduated from Towson University with a degree in Business Administration and concentration in Finance.
Pricing and Registration
This is a free event. Registration is open through March 22nd. If you must cancel, please contact Susan Adams at execdirector@fpasv.org.
Note the new address for UCSC Extension: 3175 Bowers Avenue, Santa Clara.
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.