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Join Judy Heft CMC® as she explores the crucial intersections of finance and life transitions with Aviva Pinto, CDFA, CDS, Managing Director at Wealthspire Advisors. Discover key insights on preparing financially for divorce, empowering yourself through financial knowledge, and avoiding common post-divorce pitfalls. https://lnkd.in/eqex9EAi #FinancialFreedom #DivorceSupport #WealthManagement #Empowerment #MasteringFinance
Today on #WomensEqualityDay, we’re reflecting on the progress made and the work still ahead in our industry. While women represent 35% of employees in the finance and insurance sectors, they account for 54% of entry-level positions in financial services.* These numbers highlight both the opportunities and challenges women face in our field. We’re committed to creating pathways for growth, ensuring that women can thrive and lead at every level of our organization. Let’s continue to push for equity, support one another, and build a future where gender equality isn’t just a statistic—it’s the standard. #WomenInFinance #DiversityAndInclusion #GenderEquality *https://bit.ly/4dM3f7s
“UHNW families want to make the world a better place – not only for their own families but to help society,” said Heather Flanagan when speaking with reporter jane wollman rusoff on how to serve the complex needs of #UHNW families. At Wealthspire Advisors, we understand the complexities that come with planning for UHNW families, which is why our financial advisors and wealth strategy experts work together to address their investment, estate, and tax planning needs while building successful and lasting relationships with current and future generations. Read more here: https://lnkd.in/e_gfJNrw #wealthmanagement #hnw #trustservices #wearewealthspire
RSUs are a form of compensation issued by employers to employees in the form of company equity, or shares. RSUs tend to be most common among mature public companies, particularly in tech and healthcare, given the relative convenience and popularity of them with employees. Read more about RSUs and 6 common misconceptions in our latest blog: https://bit.ly/4dGoTtS #RestrictedStockUnits #RSUs #CommonMisconceptions #NewBlog
🏌️♂️We’re excited to announce our partnership with Matthieu Pavon, winner of the 2024 Farmers Insurance Open (Century Club of San Diego) and a top-ranked golfer on the PGA TOUR. We understand the unique financial complexities athletes face, and we are dedicated to helping them achieve their goals on and off the course. Let’s all cheer for Matthieu at the #BMWChampionship this week! Hear more about Matthieu’s journey on our upcoming season of the Great Aspirations podcast, where we dive into the theme “life amplified.” https://lnkd.in/gqTzkmtz #PGATour #WeAreWealthspire
🌟 Meet Rudolph J. Cervetto III, Office Coordinator in San Rafael 🌟 At Wealthspire, our team is the heart of everything we do. Today, we're excited to shine the spotlight on Joe, our dedicated Office Coordinator in San Rafael. Joe’s warm, welcoming presence make him an invaluable part of our team. Thank you, Joe, for all that you do to keep the San Rafael office running and for the positivity you bring to our team! #WealthsprieTeam #EmployeeSpotlight #SanRafael #WhyWealthspire
In the newest edition of Markets in 2 Minutes, Connor Darrell, CFA Darrell of the Investment Team helps explain the dynamics behind the unwinding of the #YenCarryTrade and highlights the important diversification characteristics of #bonds, which were on display amid the market turmoil. 📽 Check out the full video here: https://lnkd.in/e4jZkyNh
Behind the scenes with the Buck Institute for Research on Aging! We’re proud to sponsor their Live Better Longer Seminar Series. After the latest seminar, we toured their state-of-the-art facilities and shared an inspiring lunch with the team. 🧬 #AgingResearch #LiveBetterLonger #BuckInstitute #HealthyAging #WellnessAdvocate #WeAreWealthspire #InTheCommunity
