16 Jun TSG To Provide A Market Update and Cyber Security Presentation
TSG Wealth Management is proud to present our mid-year market update along with a timely presentation from retired FBI agent, Jeff Lanza, discussing How to Protect Yourself from Cyber Crimes and Identity Theft.
This presentation will take place June 25, 2020 04:00 PM (Pacific). Click here to register!
Managing Director, Head of Advice and Market Strategy
Wells Fargo Advisors
Bryan has worked with Wells Fargo Advisors (WFA) and its predecessor firms for 24 years. The Advice and Market Strategy team is responsible for following market trends and using Wells Fargo Investment Institute research to pinpoint investment strategies for Financial Advisors and their clients. Bryan leads a team of Regional Advice Officers who promote research themes and recommend strategies to effectively allocate investment portfolios. He also chairs the Idea and Opportunity Review Boards at Wells Fargo Advisors, which are responsible for delivering prescriptive portfolio recommendations to Financial Advisors. Bryan serves on the Wells Fargo Advisors Investment Policy Committee and the Product & Business Review Committee, and is a member of Wells Fargo Advisors’ Leadership Forum. Additionally, he is the line of business representative to the Wells Fargo Investment Institute’s Global Investment Strategy Committee.
TSG Wealth Management
Since 1984, Mark Schulten has been assisting high net worth investors in reaching their financial goals and has taken a special interest in taxation and estate investment planning. He graduated from UCLA with a bachelor’s degree in economics and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the University of Denver in 1990. Since The Schulten Group was formed in 1992, and now with TSG Wealth Management, Mark has helped create a successful, dynamic team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. Mark has received many accolades, including being ranked as one of Barron’s Top 100 Financial Advisors in the country and #1 in Southern California 2009-2019.
TSG Wealth Management
Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth. He works closely with corporations, institutions, executives, and families throughout the country to help achieve the goals and objectives they wish to have. Allen specializes in the role of a private CFO, leading his clients through the complex financial landscape we have today.