The Financial Forum welcomes Daniel Gannett, President of Park Place Wealth Advisors, Inc. on Feb 25th at 3 PM in the Fireside Room at Gateway Clubhouse. His topic will be “Barriers to Investment Success Including Insights on Protecting Yourself from Fraudsters.”
Mr. Gannett has been a Registered Investment Advisor since 2007. His family advisory firm, Park Place Wealth Advisors in Orinda, is recognized as one of the top financial planning firms in the East Bay. Mr. Gannett has taught classes at UC Berkley and gives back to the community by providing pro bono education for foster youth in Contra Costa County. Dan is a native of the East Bay and currently lives in Moraga with his wife, Renie, and their three sons, Ryan, Alex and Paul.
The Financial Forum is a 501(C)3 whose mission is to educate our members on all financial matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be provided by Wilma Lott Catering. To make reservations, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
