Thank you to all the amazing planners who attended!
The seminar was really well received, and based on the awesome feedback from all of you, we hope to be able to give this one again every year 🙂
Category: SoeFin
Spring has sprung, and we’ve successfully finished another quarterly planning meeting. This time, we went up to the Ridgetop Clubhouse, outside scenic Placerville. The views of the Crystal Range were outstanding, and being able to walk in the peaceful woodlands was rejuvenating to the spirit. Good job, team!
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Welcome to the Team
Welcome to our new intern, Eric Nguyen! With a fine finance educational background, Eric will be assisting in the SoeFin mission to provide excellent service to all our clients.
Thanks to all you awesome folks who attended! Extra special thanks to the folks at Futures Explored for hosting 🙂
Categories
Welcome to the Team
We’re pleased to welcome aboard our new intern, Jessica DaSilva!
Jessica started off her academic career at Sacramento City College, studying accounting and computer science with a double-major in Business and Mathematics and earning her Associates degree in Business Administration.
Currently a third-year student at Sacramento State University, Jessica is studying to earn her Bachelors in Financial Planning, and she plans to earn at least two prestigious professional certifications that complement her undergraduate education and her future career: the Certified Financial Planner® and Enrolled Agent credentials.
Jessica’s purpose in working in the field of Financial Planning is to learn how to better educate others and help them to improve their long-term financial wellbeing, an invaluable modern asset.
Video Meetings Are Now Standard!
Until more definitive science is known about his terrible COVID-19 pandemic, Soesbe Financial is meeting with clients remotely only. We are pleased to offer secure video conferencing via our robust business video application; all clients need is a computer with a webcam and internet access.
Once restrictions are eased, we will offer in-person meetings once again, in addition to our now-standard video meetings. As always, if you have any questions or concerns, please call us directly at 916-587-5100.
Soesbe Financial is complying fully with all federal and state COVID-19 guidelines for businesses. Until further notice, we have discontinued all in-person visits and will be meeting with clients remotely via phone and webconference only. Please call us directly at 916-587-5100 if you have any questions or concerns.