Tag Archives: financial advisor

Patricia F. Raskob

02 Wednesday Nov 2016

Posted by in Finance

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Title: President

Company: Raskob Kambourian Financial Advisors

Location: Tucson, AZ

As the president of Raskob Kambourian Financial Advisors, Patricia F. Raskob feels that her greatest strength is her communication skills. She also considers her certifications to be an asset. Over the years, she and her company have addressed many unusual situations on behalf of their clients, and nothing surprises them anymore. They believe that if you plan for the worst and it doesn’t happen than that’s good, but if it does happen at least there’s a plan.
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Rosanna K. Publow

19 Tuesday Apr 2016

Posted by in Consulting, Finance, Uncategorized

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Publow, Rosanna 1973297Title: Financial Advisor

Company: R.K. Publow Advisory Group

Location: Eastern Ontario, Canada

Eastern Ontario, Canada, March 29, 2016, Rosanna Publow, Financial Adviser at R.K. Publow Advisory Group, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in financial services.

After working in politics for five years, Ms. Publow turned to the financial industry, where she had watched her father work for 27 years. Working in finance allows her to interact with clients, an aspect of the job she greatly enjoys. She began in financial services and also obtained a life insurance broker license. Prior to opening her own firm, Ms. Publow worked as a financial advisor for Performins Canada Inc., and used her talents to assist clients in choosing investments, life insurance products, tax reductions and retirement security. Continue reading →

Laurie M. Renton

12 Tuesday Apr 2016

Posted by in Consulting, Counseling

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Renton, Laurie 1531211Title: 1) Owner, Financial Advisor 2) Life Matters Coach

Company: 1) LR Future Insurance & Investments 2) Life Matters, Life Coaching, Inc

Location: Yorkton, SK, Canada

Yorkton, SK, Canada, March 16, 2016, Laurie M. Renton, Owner and Financial Advisor of LR Future Insurance & Investments and Life Matters Coach at Life Matters, Life Coaching, Inc, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in insurance and life coaching.

In both of her business ventures, Ms. Renton’s goal is to empower the lives and livelihoods of her clients. Whether it is guiding them in insurance and investments, or, helping clients create and follow a life plan, Ms. Renton ensures her expertise is applied to each aspect. As she coaches on wealth management with LR Future Insurance & Investments, and life coaching with Life Matters, Life Coaching, Inc, her clients reaching their goals is her goal. For nearly three decades, Ms. Renton has worked tirelessly with her clients, treating each client with love and understanding. Continue reading →

Vicki L. Bonardi

30 Monday Nov 2015

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Company: Opes Advisors
Title: Vice President of Compliance
Location: Dublin, CA

Dublin, CA, November 18, 2015, Vicki Bonardi, Vice President of Compliance for Opes Advisors, has been recognized by Elite Women Worldwide for dedication, achievement and leadership in financial services.

Ms. Bonardi entered the financial services industry three decades ago with a passion for working with and helping people. She has since cultivated a thorough understanding of the field through serving in a number of different roles. Her areas of expertise now include mortgage banking and lendng, underwriting, loan origination, and due diligence. She also possesses strong skills in strategic planning, team building, operations management, business analysis and process improvement.

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Linda Dunbar

17 Tuesday Nov 2015

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Title: Investment Director and Financial Advisor
Company: Cooper McManus
Location: Laguna Woods

Laguna Woods, CA, October 2, 2015, An investment director and financial advisor with more than three decades of experience, Ms. Dunbar brings with her an expertise in all aspects of financial planning for individuals and businesses alike. In her position with Cooper McManus, she takes a particular interest in women clients. “Mothers who are passionate for their careers have a unique challenge. I work with them to keep them on track so they may reach their financial goals,” Ms. Dunbar says of her motivation. In recognition of her professional excellence, she was a two-time recipient of the Orange County Five Star Wealth Manager of the Year award from Orange Coast magazine. A member of the NAPW and IWLA, Ms. Dunbar looks to the future with aspirations of continuing to help women succeed in finance.

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