Polaris Wealth Advisers, LLC
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Polaris Wealth Advisers, LLC Employees
Vista Wealth Management November 2013 - Present
Polaris Wealth Advisers, LLC May 2012 - October 2013
Carion Doty CPA LLP August 2011 - July 2012
Atherton Lane Advisers LLC December 2010 - July 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills
Education
California State University-Stanislaus 2006 — 2010
Bachelor's of Science, Business Administration
Polaris Wealth Advisers, LLC November 2013 - Present
Crossroads Advisory Group, Inc. 2009 - 2013
Merrill Lynch 2005 - 2008
AIG 2003 - 2005
The Hartford 2001 - 2003
Genworth Financial 1999 - 2001
Huntington National Bank 1998 - 2001
First Chicago Bank & Trust 1996 - 1998
RBC Wealth Management 1992 - 1996
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth, Retirement Planning, Asset Management
Education
Tulane University 1989 — 1992
Highland Park High School 1984 — 1988
Buck Institute for Education January 2015 - Present
Buck Institute for Education July 2013 - Present
Polaris Wealth Advisers, LLC August 2012 - July 2013
Galileo Learning January 2009 - August 2012
Marin Primary and Middle School August 2007 - June 2012
Shady Hill School August 2006 - June 2007
Yal-Day-New Daycare Center, Inc. January 2006 - August 2006
The Peggy Guggenheim Collection March 2005 - August 2005
Skills
Leadership, Curriculum Design, Team Building, Staff Development, Community Outreach, Fundraising, Nonprofits, Teaching, Program Management, Event Planning, Public Speaking, Customer Service, Financial Planning, Organization, Social Media, Marketing, Research, Curriculum Development, Teacher Training, Training, Instructional Design, Strategic Financial..., Tutoring, Salesforce.com, Workshop Facilitation
Education
Lesley University 2006 — 2007
Master of Education (M.Ed.), Elementary Education
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Psychology, Education, Art History
Polaris Wealth Advisers, LLC March 2014 - Present
California Lutheran University October 2008 - Present
Gould Asset Management October 2012 - February 2014
Farmers Insurance March 2010 - October 2012
Sempra Energy June 2006 - March 2010
Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Investments, Fixed Income, Derivatives, Covered Calls, Financial Planning, Financial Analysis, Financial Modeling, Strategic Financial...
Education
California Lutheran University 2007 — 2008
MBA, Financial Planning
University of Arizona, Eller College of Management
Bachelor of Science, Accounting
Polaris Wealth Advisers, LLC June 2006 - Present
Skills
Compliance, Operations Management, Human Resources
Education
San Francisco State University
Master of Arts (M.A.), East Asian History
San Francisco State University 1988 — 1992
Bachelor of Arts (B.A.), History
Polaris Wealth Advisers, LLC October 2013 - Present
Polaris Wealth Advisers, LLC February 2012 - October 2013
Polaris Wealth Advisers, LLC August 2011 - December 2011
Fundación Ayuda en Acción July 2010 - August 2010
Carestream Health - Kodak Dental Systems June 2009 - August 2009
Skills
401k, Equities, Wealth Management, Investment Strategies, ETFs, Securities, Personal Financial..., Portfolio Management, Asset Allocation
Education
University of California, Berkeley 2011 — 2012
Post Graduate Certificate, Finance and Business Administration
Warsaw School of Economics 2010 — 2010
Bachelor's Degree in Business Administration, International Degree in Business Administration & Management
Wilfrid Laurier University 2010 — 2010
Bachelor's Degree, International Degree in Business Administration & Management
Universidad de Navarra / University of Navarra 2006 — 2010
Bachelor's Degree, International Degree in Business Administration & Management
Polaris Wealth Advisers, LLC August 2012 - Present
Polaris Equity Management January 2010 - August 2012
State Street October 2008 - December 2009
Skills
Portfolio Management, Fixed Income, Asset Managment, Investments, Strategic Financial..., Securities, Investment Strategies, Derivatives, Risk Management, Equities, Alternative Investments, Mutual Funds, Financial Services, Bonds, Wealth Management, Trading, Financial Advisory, Finance, Hedge Funds
Education
University of California, Davis 2004 — 2008
BA, Economics
2015 Level II Candidate in the CFA Program
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Polaris Wealth Advisers, LLC September 2012 - Present
Polaris Equity Management, Inc. July 1998 - Present
Merrill Lynch June 1995 - June 1998
Skills
Wealth Management, Portfolio Management, Investment Strategies, Macro-economic trends, Financial Services, Estate Planning, Investment Management, Financial Advisory, Strategic Financial..., Investments, Wealth Management..., Alternative Investments, Asset Managment, Investment Advisory, Asset Allocation, Bonds, Series 63, Mutual Funds, Equities, ETFs, Fixed Income
Education
University of Oregon 1986 — 1990
BS, Finance
Polaris Wealth Advisers, LLC February 2015 - Present
Polaris Wealth Advisers, LLC February 2014 - February 2015
NPB Financial Group LLC July 2012 - February 2014
Ameriprise Financial Services, Inc. August 2008 - June 2012
Ameriprise Financial Services, Inc. June 2008 - August 2008
A.G. Edwards & Sons, Inc. April 2006 - October 2006
Education
San Diego State University-California State University
Bachelor of Science, Business Administration (Financial Services)
San Ramon Valley High
Destination Wealth Management 2015 - Present
Polaris Wealth Advisers, LLC 2013 - 2015
Brouwer & Janachowski 2010 - 2013
Brouwer & Janachowski 2008 - 2010
Skills
Financial Planning, Investments, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis, Equities, Excel, Research, Analysis, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Asset Allocation
Education
University of California, Berkeley 2011 — 2014
Professional Sequence in Personal Financial Planning
University of California, Irvine 2001 — 2006
BA
Università di Bologna 2003 — 2004
Polaris Wealth Advisers, LLC February 2015 - June 2015
Versant Ventures September 2014 - February 2015
Mission Mortgage of Texas, Inc. May 2012 - June 2014
DHI Mortgage August 2011 - May 2012
Lombard Investments 1991 - 2004
Skills
Executive..., Administrative..., Mortgage Loan Processing, Loan Origination, High Organizational..., Time Management, Multi Tasking, Residential Mortgages, VA loans, USDA, Loans, Credit, Mortgage Banking, Credit Analysis, Refinance, FHA, Consumer Lending, Credit Risk, Mortgage Lending
Education
Southern Illinois University, Carbondale 1979 — 1983
Bachelor of Science (B.S.)
Southern Illinois University, Carbondale
Bachelor of Science