The Financial Forum welcomes Ray Polin of Parallel Advisors in San Francisco to speak on Nov 19th 2019 at 12:00 P.M at the Fireside Room at the Gateway Clubhouse. His topic will be "Bonds. There's More to Them Than Getting Out of Jail” Ray Polin is a graduate of both USC and the UCLA School of Law. For over 30 years, he has provided financial advisory and consulting services to individuals and their families, executives, business owners, business retirement plans and foundations and endowments. In addition to many types of client types, Ray has successfully guided and counseled clients through every type of financial market imaginable. All the while, Ray has maintained a regulatory record that remains spotless.
During the course of his career, Ray has represented firms such as KPMG Investment Advisors, Merrill Lynch and Wells Fargo Trust. A Wealth Advisor for Parallel Advisors in San Francisco, CA, Ray and Parallel are fee-only advisors who harbor no conflicts against the best interests of clients.
Ray has developed particular capabilities for mitigating taxes, as well as reducing volatility against unnecessary swings in value within client investment accounts. The inclusion of bonds, or fixed income instruments, within client investment portfolios is, in large part, responsible for his track record of successfully advising clients.
This meeting is open to all members of the Financial Forum at no charge. A buffet lunch will be served. For reservations, please email firstname.lastname@example.org. For more information on the speaker or the club, please contact Joe Hoffman at 925-954-7912.