- Mark Goldman, CMPS - Loan Officer of Cobalt Financial in San Diego, California. Mark Goldman is a Certified Mortgage Planning Specialist (CMPS) in San Diego since 1991. He is among the top 1% of San Diego county loan officers (measured both by originations and funding). He enjoys teaching "Real Estate Investments" at San Diego State University. Mark enjoys working with investors, first-time home buyers, as well as experienced homeowners. With over 30 years of experience as a mortgage broker, Mark can find the perfect loan to meet your borrowers' needs. Mark's comments on the economy and the mortgage market have been in CNNMoney, USA Today, and many other publications and television. He also does real estate investment analysis and consulting. His personal service includes in-depth analysis of your financing options. Connect with Mark @ www.ArtOfSaving.com/loanguy
- Ugen Peden - Financial Advisor of Advanced Wealth Socutions Group in New York, New York. Ugen Peden is a member of the Westchester chapter of NAIFA and the Financial Planning Association, FPA. Ugen is currently working towards his Certified Financial Planner CFP® designation and is a registered representative of MML Investors Services, Inc. He also holds a Real Estate license. Connect with Ugen @ www.ArtOfSaving.com/ugenpeden
- Kerry Freeman, EA - Enrolled Agent of Freeman Income Tax Services in Anthem, Arizona. Kerry Freeman is also the Past President of the Central Arizona Chapter of Enrolled Agents (CACEA). EA's are tested and licensed by the IRS. That make me "The Taxpayers~Tax Expert" Kerry started in a family Tax practice that was in California for 46 years. Kerry has been appearing on local TV (channel 12) and local newspapers from time to time as Phoenix top tax professional. Connect with Kerry @ www.ArtOfSaving.com/kerryfreeman
- Terry Denesha - Insurance Agent of Lynn Company in Bakersfield, California. Terry Denesha “Mr. Health Insurance of California.” Terry Denesha has been insurance educator. Connect with Terry @ www.ArtOfSaving.com/terrydenesha
29 August 2009
Meet Savism Experts
27 August 2009
Learn at Lunch - Free educational seminars for businesses, organizations, & community groups.
We are constantly faced with many important decisions that require time and adequate knowledge to handle them properly. With our lives becoming increasingly more hectic and complex it is easy to make mistakes that might have a lasting impact on our lives.If you do not have adequate knowledge to manage your finances, let our Savism Experts help you:
- Reduce Debt
- Review Retirement Plans
- Analyze Insurance Policies
- Buy or Refinance Home
- Protect Your Assets
- Invest and/or Improve Your Financial Portfolio
- Grow Your Personal Wealth With Confidence
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