Confidence in Your Future
Brentwood Advisory Group LLC
Managing Member (since July 2000)
Carol Fishburn CFP® has a unique background that brings together expertise in investments, real estate, insurance, banking, lending and other financial services. With this knowledge and experience, she is able to guide and advise clients as they evaluate and plan for their financial future.
Carol brings over thirty years in professional experience in the financial services industry of which over 15 years was directly in the investments and securities field. She has completed the Certified Financial Planning program from the College of Financial Planning and subsequently was awarded the CFP® designation. Carol also has a Masters of Business Administration with an emphasis in finance from California State University, Sacramento.
Carol’s professional experience includes over two years with City National Bank in their trust department, City National Investments, as a Vice President of Investments. She spent over seven years as a Vice President with Great Western Financial Securities managing several departments within their broker/dealer and mutual fund companies. Prior to Great Western, Carol was a Senior Vice President at Glendale Federal Bank (GlenFed). During her 17 year tenure, she held various positions of increasing responsibilities in management, lending and financial services. While at GlenFed, Carol served on the Board of Directors of GlenFed Brokerage Services and GlenFed Insurance Agencies.
Carol L. Fishburn, CFP®
Brentwood Advisory Group, LLC
11812 San Vicente Boulevard, Suite 200
Los Angeles, CA 90049
(310) 826-2261
La Canada Office: 818-425-7105
Fax (310) 820-5354
email: cfishburn@brentwoodmgmt.com
http://www.brentwoodadvisorygroup.com
Terri Main has over 12 years of experience in the financial services arena. She served as director of operations for an advisory firm with over $100 million under management before deciding to get her designation as a Chartered Financial Consultant (ChFC) and focus on helping families plan and save for college.
Rose Miles began her investment career as a Financial Consultant with Merrill Lynch in Dallas, Texas in 1978. She transferred to Southern California in 1983 to assume the position of Senior Financial Consultant and Mutual Fund Product Manager in the Newport Beach office.
Ron Noll, MS, CPA, CEA, is an experienced tax and financial advisor. He is a recognized professional and leader in wealth accumulation, preservation and transfer. Organizations such as the American Institute of Certified Public Accountants (AICPA), the National Association of Financial and Estate Planners (NAFEP) and the Internal Revenue Commissioner’s Advisory Group have turned to Ron. He is frequently sought by trusted national publications such as The Washington Post, Fortune Magazine, The Philadelphia Inquirer and The Wall Street Journal for his professional commentary. In fact, Ron has been quoted more than 4,000 times during his career, has delivered more than 100 national and local speeches, and is regularly tapped as a national and local expert witness and court-appointed accountant, guardian and trustee. Now, as Your Trusted Family CFO, Ron brings his 40 years of experience to help families manage their wealth.
Marcenia A. Mask
Wagner-Mask Financial Group, Inc.
“Growing money is no mystery,” says Marcenia Mask “It’s no different than eating. It takes both to nurture body and soul.” After years of work with Wagner-Mask’s financial team, hundreds of clients enjoy a comfortable retirement. “Their comfort,” says Marcenia “is due to financial education. It has the power to clarify, stabilize and put an end to confusion.”
With Rick Wagner’s tutelage, Marcenia’s own retirement planning education began in 1986 and never stopped. “I teach classes and associate with the finest minds in this industry,” says Mask, the Managing Partner at Wagner-Mask. “Nearly every day I read books, collaborate with financial professionals and review portfolios. When I have knowledge, I make sure all my clients have it too.” In her experience, “When everyone understands what’s possible, it’s easier to plan a successful retirement.”
At home, Marcenia and Rick (now retired, he’s the ‘W’ in Wagner-Mask) cook and entertain. A 40 acre ranch set near the Sierra foothills, home overlooks a bass-stocked pond graced with a lovely fountain and rowboats. Marcenia enjoys bocce ball, tennis, dancing and the couple’s Oktoberfest. Clients and extended family join them annually for food, fellowship and a little croquet or badminton. Before a work week begins, the ranch – with ostrich antics and the calls of peacocks and macaws in the air – is a world away for Marcenia.
Marcenia A. Mask
3050 Citrus Circle, Ste. 207
Walnut Creek, CA 94598-2628
Ph: 925-256-9028
Fax: 877-509-5381
mmask@partnervest.com