Speakers: Shannon Stone and Ray Polin

The Financial Forum welcomes Shannon Stone and Ray Polin of Parallel Advisors to the Club Room at Creekside Clubhouse at noon on Tuesday, November 28th. Their topic will be "The alphabet soup of financial advisors. RIA, CLU, CFP, CFA, AIF and others…what do they say and what do they mean to me?” 

Ray Polin, JD, AIF received his BA degree from the University of Southern California and his JD of law from UCLA. He is the Chief Fiduciary officer of Parallel Advisors, a San Francisco based firm with $6 Billion of assets under management. He was a former director of KPMG Financial Advisors LLC. 

Shannon Stone, CFP, RICP, received her retirement income-certified professional license from the American College of Financial Advisors. She was also VP of operations for Alamo Capital and has been in the financial services industry for over 24 years.

The Financial Forum is a 501(C)3 whose mission is to educate our members in all finance matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention and identity theft.

Marucci’s Deli will be providing a light lunch. To make reservations, click the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912. Because the Club Room only holds 88 people, please cancel if your plans change to allow the next person on the waiting list to move up.