At the Coast to Coast Financial Advisors, we are very proud that financial advisor Vance Falbaum was named one of 2018 Forbes/SHOOK State-by-State Top Wealth Advisors. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.
The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. The country’s top next-gen advisors, born in 1980 or later, manage over $900 billion in client assets. Aaron is the only person on the list in Tucson, Arizona to be included in the Forbes recognition. Congratulations, Aaron!
Richard Schaefer has been named a recipient of the 2017 RBC Global Citizen Award. Learn more about the honor.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
Learn more about The Coast to Coast Financial Advisors.
December 17, 2018
December 14, 2018
Global Insight Weekly
October 20, 2017
Year End Check List
December 18, 2018
October 24, 2017
The Donor Advised Fund