In the News
5/26/2007: Dan Goldie Named to the San Francisco Business Times' Bay Area's Top 25 Wealth Advisors List... more »
4/02/2007: Congratulations Meriann Plamondon! Meriann has purchased the professional practice of David Mokros, CPA... more »
3/12/2007: Partnervest Welcomes the following Advisors... more »
2/12/2007: Gary Strom, CFP® has been appointed to the Board of Directors of the Ventura Chapter of the Financial Planning Association (FPA)... more »
1/02/2006: Cece Lewis has joined Partnervest in the capacity of Compliance Analyst... more »
12/12/2006: Ken Hyman, President and CEO of Partnervest attended the Financial Services Insitute (FSI) 3rd Annual Public Policy Day conference... more »
11/5/2006: Partnervest Financial Group, LLC held its fifth Annual Educational Conference November 5th-7th, 2006 (click for slideshow!)... more »
5/24/2006: Dan Goldie honored by 2006 ITA Men's Collegiate Hall of Fame induction ceremonies... more »
10/15/2005: Partnervest held its fourth annual Partners Conference October 13th-15th... (click for slideshow!) more »
11/20/2005: Carolyn S. Bishop has been quoted in the November/December 2005 Journal of Financial Planning, Solutions edition... more »
8/10/2005: Partnervest sponsors Santa Barbara's United Way Heritage Club Luncheon... more »
8/4/2005: Gunnar Sundstrom has joined Partnervest Financial Group LLC as Chief Financial Officer... more »
8/1/2005: Carolyn S. Bishop has been elected to the Board of Directors of the New West Symphony... more »
5/23/2005: Partnervest and Business First National Bank Make Wealth-Management Available to All... more »
4/26/2005: Partnervest Moves to Larger Headquarters... more »
4/4/2005: Sean F. Curley Elected as Treasurer of the Hemophilia Foundation of Southern California... more »
3/28/2005: Dan Goldie of Dan Goldie Financial Services Featured in Journal of Financial Planning Article... more »
3/24/2005: Marcy Burton Elected to Serve on the United Boys and Girls Club Board... more »
1/5/2005: Tim Mahota Receives ACC Staff Recognition Award... more »
11/15/2004: Partnervest 3rd Annual Conference Photos are now available... more »
10/16/2004: Partnervest Holds Third Annual Conference... more »
9/9/2004: Scott Smith Named Vice President of Business Operations... more »
7/27/2004: Dorothy Gibbens Named Director of Compliance and Broker-Dealer Operations... more »
7/6/2004: Partnervest seeks Independent Financial Advisors for Growing National Firm... more »
4/30/2004: Kristen Tabke passes the Financial and Operations Principal Exam... more »
4/1/2004: Aase Christensen joins Partnervest Financial Group... more »
2/6/2004: Sasan Faiz named Partner and Chief Investment Officer for Partnervest Financial Group... more »
1/16/2004: Partnervest Securities, Inc. has grown to the Sixth Largest Brokerage Firm in the Tri-County Region... more »
10/29/2003: Kenneth R. Hyman named to "Who’s Who in Banking and Finance"... more »
10/15/2003: Marcy Burton and Carolyn S. Bishop, CFP® named Partners of the Year... more »
10/15/2003: Partnervest's 2nd Annual Partners Conference held Wednesday, October 15th, 2003... more »
9/18/2003: ACC's Labor and Employment Law Committee will be honored as the "Committee of the Year." Timothy J. Mahota chosen to accept the award on the committiee's behalf... more »
9/12/2003: Partnervest featured in Pacific Coast Business Times... more »
6/9/2003: Ron Baker, Author of "The Firm of the Future: a Guide for Accountants, Lawyers, and Other Professional Services" will speak at the Montecito Country Club on Thursday July 10, 2003... more »
6/9/2003: Kenneth R. Hyman and Timothy J. Mahota featured speakers at upcoming Compliance and Regulation Seminar for Independent Broker Dealers... more »
4/2/2003: Kenneth R. Hyman and Timothy J. Mahota featured speakers at upcoming Compliance and Regulation Seminar for Registered Investment Advisors... more »
2/14/2003: Kenneth R. Hyman attends FPA Broker Dealer Conference and Joins E&O Task Force... more »
1/11/2003: Carolyn S. Bishop named to Ventura County Community Foundation Door Opener Society... more »
11/8/2002: Sasan Faiz joins Partnervest as Director of Investment Management Services... more »
11/7/2002: Carolyn S. Bishop, CFP® visits Fidelity Investments as an honored guest... more »
8/30/2002: Meriann Zuk Plamondon, CA, CPA, PFP joins Partnervest as Partner and Chief Financial Officer... more »
8/14/2002: Carolyn S. Bishop, CFP® joins Partnervest as Partner and Director of Financial Planning... more »
7/30/2002: Marcy Burton joins Partnervest as Partner and Chief Marketing Officer... more »
6/11/2002: Mahota appointed to leadership position on ERISA Council... more »
4/2/2002: State registered investment advisors remain subject to the Department of Labor (DOL) directive... more »
3/12/2002: Partnervest and Techfi Announce Joint Arrangement to Bring Advanced Technology and Operations Solutions to Clients... more »
3/11/2002: Partnervest Appoints Senior Industry Executive, Marlyn Rizk to Compliance Position... more »
2/27/2002: Mahota seeks topic ideas for ERISA Advisory Council... more »
1/8/2002: Partnervest Securities, Inc. and Pershing Announce Clearing Relationship... more »
|
