The Financial Forum welcomes George Noceti of Morgan Stanley on Tuesday, Sep 27th at 3 PM in the Fireside Room at Gateway Clubhouse. The topic will be "Giving with Impact.”
For over a decade, George has been serving the needs of affluent individuals and families by developing financial plans to manage their present situation and plan for their future dreams and aspirations. In addition, George is a Charted Retirement Plans Specialist (CRPS) and provides advice and guidance to employers offering defined benefit and contribution plans. Before joining Morgan Stanley, George was the Chief Operating Office of Match.com and a school principal in the Richmond School District. George has taught in the Personal Financial Planning Program at Cal Berkeley. In 2011, he was honored by the University by receiving the Tim Kochis Award for Teaching Excellence.
This event is open to all members of the Financial Forum. Light refreshments will be served. To sign up, click on the Register button. For more information on our club or how to become a member, please contact Joe Hoffman at 925-954-7912.