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  • Schwab Workshop:

Schwab Workshop:

  • March 10, 2023
  • 10:00 AM
  • Fireside Room at Gateway
  • 15


Registration is closed

The Financial Forum welcomes Ming Chen from Charles Schwab to the Fireside Room at the Gateway Clubhouse at 10 AM Friday March 10th for a workshop on fixed income allocations. The presenters will be Athena Yost, Greg Vasquez from Charles Schwab, and Catherine Howse from Schaffer Cullen Capital Management.

This event is open to all members of the Financial Forum. A continental breakfast will be available. Please click on the register button to sign-up. For more information, contact Joe Hoffman at 925-954-7912.

Greg has 24 years of experience in the financial field. He began his work career with Merrill Lynch in 1999 and has been a regional bond specialist with Charles Schwab since 2008. He is a Chartered Financial analyst and holds Series 7 and 63 securities licenses.

Athena has 17 years of experience in the financial services and investment management industries. Previously, Athena was a Vice President, Financial Consultant with Fidelity Investments. She worked with High-Net-Worth clients to provide them with the appropriate investment solutions, education, and financial planning to meet their financial objectives. Before that role, she was a Vice President of Institutional Sales with BlackRock Asset Management, delivering product expertise across the spectrum of proprietary products and strategies managed by BlackRock. Athena earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. She holds Series 7, 63, and 65 licenses.

Catherine joined Schafer Cullen Capital Management, Inc. in 2006 and currently serves as Vice President. She is responsible for Client Services and Business Development for the West Coast. She holds a Certified Investment Management Analyst (CIMA®) designation and Certified Fund Specialist (CFS®) designation.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595 - info@rffclub.net

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