Broker Check


Elaine and Scott attend eMoney Advisor Summit 2018

On October 8-10, 2018, Elaine and Scott attended the eMoney Advisor Summit in Orlando, Florida.  We learned about many new and exciting features that have been implemented in their software.  We had the chance to listen to Abby Johnson, Chairman and CEO of FMR, LLC, talk about her vision for the future of Fidelity.  We also talked with Lisa Burns, the manager of trading and servicing platform for Fidelity.  We shared with her our impressions as a new team using their systems.  It was an outstanding meeting and we learned a lot to help improve the experience for our clients.

Elaine and Linda attend Women Adviser Summit

On November 9, 2017, Elaine and Linda attended the InvestmentNews Women Advisor Summit in San Francisco.  They heard from top women in the financial industry about important industry topics such as client event ideas, regulatory changes, Social Security and helping our clients through life transitions.

Elaine and Scott attend eMoney Advisor Summit 2017

On September 25-27, 2017, Elaine and Scott attended the eMoney Advisor Summit in Scottsdale, Arizona.  Included in the picture is Ed O'Brian, President of eMoney Advisor.  It was an excellent conference showcasing how technology can make all our lives easier.  We learned that there are many exciting enhancements coming from eMoney.

Linda Tjiputra Attends FPA NorCal Conference in San Francisco

On May 31 to June 1, Linda attended the 44th annual Financial Planning Association (FPA) northern California (NorCal) conference in San Francisco.  This is her 15th time attending this annual conference.  It is considered one of the top advisor conferences in the nation.  Attending these conferences keep Linda up-to-date on the latest news in our industry.  This conference featured top national speakers on topics that include financial planning, practice management, investments, tax planning, estate planning and technology.  In addition to these top speakers, Linda discussed best practices with advisors from other firms and met with representatives of companies in our industry.

Elaine and Scott attend 2016 Economic Forecast for Silicon Valley

On February 18, 2016, Elaine and Scott attended an economic forum where government and business leaders gave their economic forecast for Silicon Valley for 2016.  The speakers at the meeting were:

  • Sam Liccardo - Mayor of San Jose
  • Garrett Herbert - Managing Partner at Deloitte LLP
  • Christina Briggs - Deputy Director of Economic Development for the City of Fremont
  • Julio Fuentes - City Manager for the City of Santa Clara
  • Kim Walesh - Director of Economic Development for the City of San Jose

The speakers provided an overall optimistic and bullish view for the year ahead.  Per the spekers, the economy of Silicon Valley is doing well and this is expected to continue.  Exciting projects in process include the extension of BART from Fremont to San Jose, automotive companies opening technology centers in the area, a $6B development project in the planning stages across from Levi's Stadium and the announcement of high speed rail coming to San Jose.  The cities reported that the improving economy in the area has helped them build their reserves and strengthen their financial situations.

Elaine and Scott Attend Technology Conference

On February 10-12, Elaine and Scott attended the Technology Tools for Today (T3) conference in Fort Lauderdale, Florida.  It is considerd the premier technology conference for financial advisors.  Elaine and Scott were able to talk directly with the representatives of these companies and see demonstrations of their products.  We look forward to sharing more details with you as they become available.