2015 Conference Speakers

Daniel Fortuno

Daniel Fortuno

President & CEO, Benefits Education Center

As President and CEO of Benefit Education Center, Daniel has exemplified his expertise and innovative approach to the complexities of the private and public benefit’s world to support persons with special needs.

Benefits Education Center
1031 Franklin Street, Suite B9 · San Francisco, CA 94109
Phone 415-345-1725 · Fax 415-962-0417
email: [email protected]
http://www.benefitseducationcenter.com

Kevin Keller

Kevin Keller

CEO of CFP® Board

Kevin is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board). Under his leadership, he supports theCFP Board’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning

CFP Board
1425 K Street NW #800, Washington, DC 20005
phone: 800-487-1497 (Toll-Free)
202-379-2202 (Direct)
[email protected]
www.cfp.net

Rich Rojeck, CFP®

Rich Rojeck, CFP®

Chair of CFP® Board, Lincoln Financial Advisors

Rich is Chair of the Board of Directors for Certified Financial Planner Board of Standards, Inc., leading an organization that now certifies more than 71,000 CFP® professionals, as the CFP® becomes the must-have designation for those providing and seeking personal financial advice.

CFP Board
1425 K Street NW #800, Washington, DC 20005
phone: 800-487-1497 (Toll-Free)
www.cfp.net

Gerald O’Reilly, PhD

Gerald O’Reilly, PhD

Co-Chief Investment Officer and Head of Research, Dimensional Fund Advisors

Gerald oversees the design, development, and research that inform Dimensional‘s investment approach, as well as its application through portfolio management and trading. As Head of Research, he leads a team that works closely with the academic community, conducts its own thorough testing of the research, and identifies relevant applications for Dimensional’s investment solutions.

Dimensional Fund Advisors
Palisades West
Austin, Texas
http://www.us.dimensional.com/

Colonel John R. (Dick) Power (USA-Ret.), CFP®

Colonel John R. (Dick) Power (USA-Ret.), CFP®

National Chairman, Pro Bono Programs FPA

Dick retired from the Army in 1992 after nearly 30 years of service. He is a Certified Financial Planner and a Registered Investment Advisor. Power has been active for many years in the FPA of MA Pro-Bono program for military personnel and their families that offers free financial coaching and planning to those who have served our country, are currently serving or are about to be deployed.

John "John A" Warnick, JD

John "John A" Warnick, JD

Counselor and Attorney at Law

Founder of the Purposeful Planning Institute and Initiator of the Seven Keys of Purposeful Trusts and Six Paradigms of Purposeful Planning. John A’s blog, Seedlings, provides frequent insights into how parents and grandparents can transfer wealth to their heirs and how advisors can make sure the impact of their tax, financial and investment planning advice serves the clients and their families.

Purposeful Planning Institute
4600 So. Syracuse, Suite 900
Denver, CO 80237

Home


http://johnawarnick.typepad.com/seedlings/the-seedlings-story.html

Todd Ganos

Todd Ganos

Principal, IWC Family of Companies

Todd leads the IWC Family of Companies, which exists to deliver concrete solutions to wealthy families and high net worth individuals with challenges in complex domestic and international multi-generational tax planning, asset protection, and privacy protection.

IWC Family of Companies
200 South Virginia St. 8th Fl
Reno, Nevada 89501
[email protected]
http://www.iwcfamilyoffices.com/

Denise Hughes

Denise Hughes

Financial Coach / Speaker / Author

Denise is a heart centered – right brained – holistic money consultant that is very skilled at getting clients from where they are to where they want to be in their money life. Clients describe her approach as gentle with a firm resolve. Denise has been dubbed a Financial Anthropologist, Dean of the Money School and dynamic speaker on the Psychology of Money.

Financial Coach/Speaker/Author
[email protected]
www.denisehughes.org
http://www.denisehughes.org/blog/

Gloria Nelund

Gloria Nelund

Chairman & CEO, TriLinc Global

Gloria has been a pioneer in the development of social impact products. She is responsible for leading the Company’s high-level strategy and directing its growth since its founding in 2008. Gloria brings to TriLinc Global more than 30 years of experience in executive management of multi-billion dollar financial institutions, as well as deep expertise in the creation, sales and distribution of investment products.

TriLinc Global
1230 Rosecrans Ave., Suuite 605
Manhattan Beach, CA 90266
[email protected]
www.trilincglobal.com

Dave Yeske, PhD, CFP®

Dave Yeske, PhD, CFP®

Managing Director, Yeske Buie

Live Big® – Its about the size of your life, not the size of your wallet™

Dave is a financial planner, researcher, and educator. He is particularly known for his research and writing in the areas of Policy-Based Financial Planning and Strategy-Making by financial planners.

Yeske Buie
220 Montgomery St. Suite 900
San Francisco, CA 94104
www.Yebu.com

Jonathan T. Guyton, CFP®

Jonathan T. Guyton, CFP®

Principal, Cornerstone Wealth Advisors, Inc.

Jon is recognized as a thought leader in the financial planning profession for his holistic work in the art and science of retirement planning. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning. Jon is best known as the author of “Decision Rules and Portfolio Management for Retirees: Is the ‘Safe’ Initial Withdrawal Rate Too Safe?”, published in Journal of Financial Planning.

Cornerstone Wealth Advisors, Inc.
5201 Eden Ave. South, Suite 135
Edina, MN 55436
[email protected]
http://cornerstonewealthadvisors.com/

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