December 30, 2008 Partnervest’s President and CEO Ken Hyman in MorningstarAdvisor article: Practice Management in a Recession. Read Article
December 16, 2008 Advisor Frank Beck appears on The Pat Campbell Show. Listen to audio
December 9, 2008 Advisor Frank Beck writes Dollar Devaluation to Fix The Great Recession in Forbes.com. Read Article
December, 2008 Partnervest’s Director of Investments, Jim Herrell CFA, on CNBC’s Opening Bell. Watch Video
November 12, 2008 Advisor Frank Beck on CNBC today. Watch Video
November 3, 2008 Ron & Martha Levacy Named Partnervest Advisors of the Year Read Article
October 15, 2008 Advisor Frank Beck in The Wall Street Journal. Read Article
October 8, 2008. Advisor Frank Beck in KVUE.com. Read Article
October 4, 2008 Advisor Carolyn Bishop speaks to issues concerning the Wall Street Rescue/ Bail Out Plan posted on the Front Page of the Ventura County Star. Read Article
October 1, 2008 Advisor Ron Noll discusses family offices in Registered Rep. Read Article
September 22, 2008 Partner and CMO Marcy Burton quoted in InvestmentNews. Read Article
September 16, 2008 Advisor Carolyn Bishop addresses investor’s concerns over Lehman Brothers in the Ventura County Star. Read Article
September 11, 2008 Advisor Frank Beck appears on CNBC. He discusses the decline in oil prices and the impact on investment decisions. Watch Video
August 25, 2008 Tony Purpero interviewed by managing editor Bob Keane of Investment Advisor Magazine. Read Article
August 14, 2008 Advisor Art Tabuenca quoted in US News. Read Article
August 6, 2008 Advisor Art Tabuenca appears on Fox Business News. Watch Video
August 6, 2008 Advisor Frank Beck appears on CNBC. Watch Video
July 23, 2008 Advisor Lew Sisich featured in Bottom Line Secrets. Read Article
July 21, 2008 Jim Herrell, CFA, joins Partnervest as Director of Investments. Read Article
June 5, 2008 Advisor Carolyn Bishop named co-chair of the West County Voice. Read Article
July 8, 2008 Advisor Frank Beck gets on Forbes’s Adviser Soapbox with Investing for Inflation. Read Article
June 30, 2008 Advisor Jerry McIlhon featured in Financial Planning and On Wall Street e-newsletter. Read Article »
June 6, 2008. Advisors Bob and Larry Luxenberg are in Investment News. Read Article »
April 2008. Partner and CMO Marcy Burton named in Top 50 Women in Business.
4/23/2008: Advisor Larry Luxenberg appeared on CNBC. Watch Video »
6/5/2008: Carolyn Bishop named co-chair of the West County Voice… more »
4/2/2007: 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 »
1/2/2006: 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 »
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 »
3/24/2005: 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 »
Archived News Releases
December 30, 2008
Partnervest’s President and CEO Ken Hyman in MorningstarAdvisor article: Practice Management in a Recession.
Read Article
December 16, 2008
Advisor Frank Beck appears on The Pat Campbell Show.
Listen to audio
December 9, 2008
Advisor Frank Beck writes Dollar Devaluation to Fix The Great Recession in Forbes.com.
Read Article
December, 2008
Partnervest’s Director of Investments, Jim Herrell CFA, on CNBC’s Opening Bell.
Watch Video
November 12, 2008
Advisor Frank Beck on CNBC today.
Watch Video
November 3, 2008
Ron & Martha Levacy Named Partnervest Advisors of the Year
Read Article
October 15, 2008
Advisor Frank Beck in The Wall Street Journal.
Read Article
October 8, 2008.
Advisor Frank Beck in KVUE.com.
Read Article
October 4, 2008
Advisor Carolyn Bishop speaks to issues concerning the Wall Street Rescue/ Bail Out Plan posted on the Front Page of the Ventura County Star.
Read Article
October 1, 2008
Advisor Ron Noll discusses family offices in Registered Rep.
Read Article
September 22, 2008
Partner and CMO Marcy Burton quoted in InvestmentNews.
Read Article
September 16, 2008
Advisor Carolyn Bishop addresses investor’s concerns over Lehman Brothers in the Ventura County Star.
Read Article
September 11, 2008
Advisor Frank Beck appears on CNBC. He discusses the decline in oil prices and the impact on investment decisions.
Watch Video
August 25, 2008
Tony Purpero interviewed by managing editor Bob Keane of Investment Advisor Magazine.
Read Article
August 14, 2008
Advisor Art Tabuenca quoted in US News.
Read Article
August 6, 2008
Advisor Art Tabuenca appears on Fox Business News.
Watch Video
August 6, 2008
Advisor Frank Beck appears on CNBC.
Watch Video
July 23, 2008
Advisor Lew Sisich featured in Bottom Line Secrets.
Read Article
July 21, 2008
Jim Herrell, CFA, joins Partnervest as Director of Investments.
Read Article
June 5, 2008
Advisor Carolyn Bishop named co-chair of the West County Voice.
Read Article
July 8, 2008
Advisor Frank Beck gets on Forbes’s Adviser Soapbox with Investing for Inflation.
Read Article
June 30, 2008
Advisor Jerry McIlhon featured in Financial Planning and On Wall Street e-newsletter.
Read Article »
June 6, 2008. Advisors Bob and Larry Luxenberg are in Investment News. Read Article »
April 2008. Partner and CMO Marcy Burton named in Top 50 Women in Business.
4/23/2008: Advisor Larry Luxenberg appeared on CNBC. Watch Video »
6/5/2008: Carolyn Bishop named co-chair of the West County Voice… more »
4/2/2007: 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 »
1/2/2006: 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 »
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 »
3/24/2005: 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 »