News

Santa Barbara, CA - January 11, 2003

Carolyn S. Bishop, MA, CFP®, was recently named a Charter Member of the Door Opener Society of the Ventura County Community Foundation. The Society honored Bishop for building philanthropy, by helping clients meet charitable goals, through the creation of charitable funds at the Foundation.


Bishop specializes in providing comprehensive integrated financial solutions to business owners, professionals and retirees. She is Director of Financial Planning and a partner with Partnervest Financial Group LLC, a privately owned financial services, technology and consulting company, headquartered in Santa Barbara, CA.


About Partnervest

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of financial services and products, as well as back-office operations, compliance, and business consulting services. Partnervest Technology Group provides multi tiered applications and an ASP model for account aggregation, electronic imaging, portfolio reporting, reconciliation, and integration management of financial service databases. For further information contact Partnervest at (805) 966-1266 or at www.partnervest.com.