Role of the Financial Advisor - Your Personal CFO

  • 22 Apr 2014
  • 6:00 PM - 8:00 PM
  • Elijah's Restaurant, 8861 Villa La Jolla Dr., La Jolla, 92037


Registration is closed

Our speaker will be Irv Eisenberg from Wealth Manager Group LLC.

This presentation will feature two case studies that provide examples of how wealth management services can go beyond portfolio management, and review unique opportunities that can change quality of life for retirement allowing retirees to do things once thought to be out of reach!

Wealth Manager Group LLC is committed to providing creative solutions and top-notch service to our diverse client base. The offer their clients independent fee based portfolio management and personal & business financial planning services. Their primary mission is to assist their clients in achieving their financial goals and objectives.



Dress code for our meetings is business casual.

© Bookkeepers Network Group of San Diego
Powered by Wild Apricot. Try our all-in-one platform for easy membership management