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 Advisors, Vance Falbaum and Aaron Crowley have received prestigious industry awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Vance and Aaron!
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.
Learn more about The Coast to Coast Financial Advisors.
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.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
September 11, 2019
September 13, 2019
Global Insight Weekly
February 21, 2019
When investing, there’s no such thing as normal
April 2, 2019
Climate change is reshaping the investment landscape
October 24, 2017
The Donor Advised Fund
October 20, 2017
Creating A Legacy Through Estate Planning: Transferring Wealth