News from the members of our team during the past two years:
July 2015 – Andy Byron was interviewed for an article in Bankrate.com on “10 Bad Money Habits That Lead To Debt Disaster“.
June 2014 – Andy Byron was featured in a Wall Street Journal article titled “Why Elderly Clients Need Extra Attention”.
June 2014 – Peggy Cabaniss presented a workshop for the Kappa Kappa Gamma Sorority national convention on “The Latte Factor – How to Create a Plan that ensures financial success and allows for a latte.”
May 2014 – Peggy Cabaniss is one of two panelists at the NAPFA spring conference at a workshop entitled “Successes, Lessons Learned and Key Tipping Points in Our Firm and My Career.”
March 2014 – Steve Biggs was interviewed by the Wall Street Journal for an article titled, “Quality Trumps Yield for Stock-Dividend Investors.”
December 2013 – Katie Horton joined HC Financial Advisors as a Financial Planner.
November 2013 – Karla McAvoy hosted a panel at the NAPFA National Conference on women and how they choose their advisors.
October 2013 – Karla McAvoy was appointed to be the Chair of the FPA (Financial Planning Association) NorCal Conference.
September 2013 – Joan Strohwig joined HC Financial Advisors, Inc. as a Client Service Specialist.
April 2013 – Peggy Cabaniss was interviewed for an Advisor One article by Joyce Hanson about “Women and Taxes: Tax Season Gender Gap?” The article was published in their April Issue.
March 2013 – Steve Biggs and Andy Byron presented “Portfolio Positioning in a World of Uncertainty” to the Sons in Retirement (SIRS) Branch #174 at their monthly meeting.
March 2013 – Peggy Cabaniss is named one of the National Association of Personal Financial Planners’ (NAPFA) 30 Most Influential advisors and planners. Peggy is being recognized for having a profound impact on Fee-Only financial planning, the organization, and its peers during NAPFA’s first 30 years.
December 2012 – Andy Byron was interviewed for an article in Bankrate.com on “Warning Signs for Holiday Credit Card Debt” to be published in the January 2013 issue.
December 2012 – Steve Biggs was interviewed for a radio broadcast by KQED about a “Cycling App (that) Tracks Performance For All to See.”
November 2012 – Steve Biggs was interviewed by the Wall Street Journal about the state of our economy and the Fiscal Cliff.
November 2012 – DeAnne Cardona was appointed a Notary Public for the State of California.
August 2012 – Peggy Cabaniss made a presentation to Australian conference for Capstone on the Fee-Only Financial Advisor Business in the U.S.
August 2012 – Peggy Cabaniss was appointed Finance Chair for Kappa Kappa Gamma, term 2012-2015.
August 2012 – Karla McAvoy was interviewed for two articles in US News and World Report Education. The first was “3 Savings Tips for Parents of Study Abroad Students” and the second was “5 Steps for Utilizing 529 College Savings Plan Funds.”
August 2012 – Andy Byron was interviewed for an article in Bankrate.com on “Holiday Savings Ideas” to be published in the September issue.
July 2012 – Karla McAvoy was selected as Program Co-Chair for 2013 FPA NorCal Conference in San Francisco.
July 2012 – Peggy Cabaniss made a presentation to FPA NorCal Conference on Roles of the Financial Planner and Attorney in Settling an Estate.
May 2012 – Karla McAvoy was selected to serve on the West Region board for NAPFA (National Association of Professional Financial Advisors) through August 2014.
March 2012 – Peggy Cabaniss was interviewed by CNN Money magazine for the article “Single mom learns to live on one income post-divorce.”