News

Santa Barbara, CA - August 14, 2002

Carolyn S. Bishop has joined Partnervest Financial Group as Partner and Director of Financial Planning and is responsible for the Financial and Advanced Advice Planning Programs of Partnervest Financial Group and its affiliated companies.

Prior to joining Partnervest, Ms. Bishop was owner of Omni Financial Advisory Services, a full-service, fee-based financial planning and consulting firm. With 16 years in the practice, her expertise includes portfolio development and design, retirement planning, insurance, estate planning, cash management, charitable trusts and foundations, business continuation, fringe benefits and income tax planning.



Ms. Bishop has served as an advisor for the USA Today Personal Finance Hotline, speaker for local and national organizations and is former president of the Ventura County chapter of the Financial Planning Association. She has also served on the Board of Directors of two national non-profit organizations and is listed in Who’s Who of American Women.



As a top ranked international basketball referee, Ms. Bishop has officiated the United States Olympic try-outs and the World University Games in Japan and Yugoslavia. She has also lectured on sportsmanship and ethics for the National Collegiate Athletic Association.



Ms. Bishop has earned undergraduate and master degrees from Michigan State University and achieved the Certified Financial Planner designation. She is licensed as a life and health insurance agent, General Securities Representative and Uniform Investment Advisor



About Partnervest

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a full-service financial services and consulting company dedicated to providing comprehensive, customized, and integrated financial products and services to independent financial professionals, financial institutions, and investors. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC) and Partnervest Advisory Services LLC, a registered investment advisor provide the full spectrum of financial services and products as well as back-office operations, compliance, technology, and business consulting services to other industry financial service providers. Partnervest specializes in creating solutions that work and tailored to the client's specific needs; including its In-House Outsourced Solution™, the ultimate integrated back office, compliance, and consulting service for investment advisors. For further information contact Partnervest at 805) 966-1266 or at www.partnervest.com.