Happy Thanksgiving!
For the 3rd consecutive year, Stonebridge Financial Advisors donated to the Temescal Valley Elementary School in Southern California. Stonebridge provided the turkeys and the Temescal Valley PTA provided the trimmings to support 35 families of students at the school.
Thanksgiving Donation
Stonebridge Financial Advisors gave 25 turkeys to the Temescal Valley Elementary School. Happy Thanksgiving!
Giving Back
Stonebridge Financial Advisors donated 60 backpacks and school supplies to kids in need at Temesacal Valley Eelmentary School for the 2019-2020 school year.
Client Appreciation Dinner Guest of Honor, Rod Carew
Stonebridge Financial Advisors hosted their annual Client Appreciation Dinner on April 9th, 2018 at Prairie Meadows Event Center in Altoona, Iowa. Guest of Honor was baseball legend and Hall of Famer, Rod Carew. Mr. Carew gave a heartfelt speech regarding his time with the Minnesota Twins, as well as his experience as a heart and kidney donor recipient. Stonebridge clients were treated to a wonderful dinner and were given to the opportunity to meet and get their picture with Mr. Carew.
Stonebridge Financial Advisors thanks all the participating sponsors and supporters who made the evening a great success and looks forward to hosting this even for many years to come.
Morningstar Investment Conference
Stonebridge Financial Advisors attended the 27th annual Morningstar Investment Conference, held June 24-26, 2015 at McCormick Place in Chicago. Focused on providing advisors with knowledge, insights, and resources, the conference addressed key financial topics, investment strategies, and perspectives on the economy.
Steadfast's Due Dilligence Meeting
Stonebridge Financial Advisors attended Steadfast's Due Dilligence Meeting held in Chicago, IL in September, 2013. Speakers included Rick Gann, Chief Marketing Officer of Steadfast Capital Markets Group, Ella Neyland, President of Steadfast Income REIT and Kyle Winning, Chief Investment Officer & Managing Director of Steadfast Companies.
Congratulations to Jim Horst
Congratulations to Jim Horst on successfully completing the rigorous requirements of becoming a CERTIFIED FINANCIAL PLANNER Professional. In addition to earning a bachelor's degree, completing a comprehensive board certified education program, passing the 10-hour exam, and adhering to a strict code of ethics, candidates must also have completed three years of relevant work experience in the financial planning industry and pass a background check to achieve this certification.