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Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Karen Altfest focuses on a variety of investment and financial planning issues, including the subject of women and money.  She conducts educational seminars for recent widows and people looking to retire.  Her Financially Savvy Woman™ programs, including the Women’s Financial $pa™, are very popular.\nShe has been cited as a top woman advisor by numerous publications, is listed in "Who’s Who of American Women", and was awarded the Thornton Award by the Ph.D. Alumni Association of the Graduate Center of the City University of New York.\nKaren received her Ph.D. in history from the Graduate Center of the City University of New York. She also holds M.A. and B.A. degrees from Hunter College, is a graduate of McGill University in Montreal, and holds the CFP® designation. 

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

\n\n\n\nUntitled Document\n\n\n\n\n\nJulie Neitzel joined the firm in 2003 and is President of GenSpring Family Offices in Miami, FL. She has been involved with many of the firm’s growth and expansion efforts given her prior role heading the national team of business development professionals. Over the past two decades, Julie has worked extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. \nHer prior senior leadership roles were director with Trivest Partners, a middle-market buyout private equity firm; president of PLC Investments, Inc., where she managed and directed the activities of a privately owned investment firm; and various management roles at Chase Manhattan Bank (where she traveled extensively throughout Latin America) and Citicorp. \nJulie earned her MBA in Finance from American Graduate School of International Management and her Bachelor of Arts degree in International Studies from Bradley University, graduating magna cum laude. She has held many leadership roles at not-for-profit organizations supporting education, the arts and public service areas. She has been a guest lecturer and speaker on topics including women & investing, entrepreneurship, and wealth challenges. \n

Julianne Wasserman is a senior Financial Advisor Recruiter and is Vice President of Michael Wasserman & Associates since 2001. Prior to coming to work with her husband and partner, Mickey Wasserman at Michael Wasserman & Associates, Julianne had a thriving accounting practice for twelve years. She has a Bachelor of Science in Business Administration with an emphasis in Finance from California State University Northridge. In addition to being a successful businessperson and loving wife and mother, Julie is an avid concertgoer and enjoys horse jumping.

Julian J. Varela holds an M.S. degree in Exercise Science and Health Promotion and is a Certified Strength & Conditioning Specialist. Varela also holds an M.A. in Clinical Psychology, Marriage & Family Therapy and is the Senior Wellness Manager at ACI Specialty Benefits (acispecialtybenefits.com), providers of the CORE Wellness program. Reach him at jvarela@acispecialtybenefits.com.

Julia Gordon is Relationship Manager at Schwab Charitable™, a leading national provider of philanthropic services. Schwab Charitable is the largest charity in California and the 10th largest charity in the country, with over $4 billion in contributions and over $2 billion granted to charity. \n\nMs. Gordon oversees business development in Southern California, Washington D.C. as well as the Southern and Midwestern regions of the country. For the past six years, she has provided charitable giving counsel and planning resources for individuals, families, and wealth managers nationwide, giving her knowledge of estate planning practices and tax-smart philanthropy. Having held roles at Schwab Charitable and in private foundation administration, she has a unique understanding of charitable planning as it pertains to integrated wealth strategy.\n\nMs. Gordon brings over ten years of experience in the financial services industry to Schwab Charitable. Prior to her career in the charitable planning sector, she managed securities lending and market-maker relationships on two exchanges as a representative of ABN AMRO in California and New York. \n\nMs. Gordon regularly lends her donor relations and technological expertise to Northern California non-profits such as The Maybach Foundation, Big Brothers and Sisters of America, and Beyond Hunger. She lives in the Bay Area where she is finishing her MBA, with expected completion in 2011. \n

Julia Cummings is a Bionic Advisor for AdvicePeriod where she and her colleagues are at the vanguard of adopting the latest financial technology. They have successfully used this technology to act as true fiduciaries for their clients and grown their business to more than $2B in less than two years. \nJulia was drawn to the financial services industry while in college because of her passion for analytics and problem solving. Her empathy and relationship focus, coupled with a strong work ethic and attention to detail are primary drivers in helping her clients successfully navigate today’s complex investment environment. As a fiduciary her clients have come to trust her ability to provide solid feedback, guidance, and comfort within a boutique environment.\nJulia began her financial services career at UBS Private Wealth Management. She then worked at Bernstein Global Wealth Management and J.P. Morgan Securities before joining AdvicePeriod in February of 2015.\nJulia grew up in Brentwood (a suburb of Los Angeles) and graduated from Amherst College, earning a Bachelor of Arts in Anthropology with a focus in Economics. She also holds the Financial Industry Regulatory (FINRA) Series 65 license.  She now lives in Brentwood and spends her spare time enjoying physical fitness, including soccer, and outdoor activities.\n