Coast to Coast Financial Advisors proudly served as this year’s Title Sponsor at the 26th Annual Women’s Foundation of Southern Arizona Luncheon held at the Tucson Convention Center on April 24th, 2019. Known as Arizona’s largest luncheon event each year with attendance by more than 1,100, the Luncheon provides networking and a celebration of women’s leadership and philanthropy to members of our business community.
We were honored to have Kristen Kimmell, Chief of Staff at RBC Wealth Management, as our Keynote speaker.
Congratulations to our team members and 2019 Luncheon Co-Chairs, Linda and Shelly, on their successful event raising a record $415,000 for women and girls in southern Arizona.
At the Coast to Coast Financial Advisors, we are very proud that financial advisor Vance Falbaum was named to the 2019 Forbes/SHOOK Best-In-State Wealth Advisor list. 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.
Janet Engels, Head, Portfolio Advisory Group at RBC Wealth Management was our distinguished guest speaker on Wednesday, January 16th, 2019 at the Arizona Inn.
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.
Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.
Learn more about The Coast to Coast Financial Advisors.
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