News

Congratulations Meriann Plamondon!

Meriann has purchased the professional practice of David Mokros, CPA. Meriann will be assuming the role as managing partner, managing the day to day operations and serving all existing and new clients. Plamondon & Mokros, CPA's will provide tax preparation and planning services, as well as, bookkeeping, payroll, personal bill paying and accounting/controller services. With the new staff of five, Plamondon & Mokros, CPA's will be able to provide the full service experience that larger firms provide but with the same individualized attention that clients have receive in the past.

Plamondon & Mokros, CPA's is located at 1230 Coast Village Circle, Suite K and can be reached at 805-565-9550.

Meriann continues to provide financial planning and investment management services under her existing practice of Common Sense Financial, advisory services offered through Partnervest Advisory Services LLC.


About Partnervest Financial Group

Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services company. Partnervest provides superior, unbiased wealth management solutions for investors and the advisors that serve them. 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. For further information, contact Partnervest at (888) 991-9969 or at www.partnervest.com.