Mike Stern is a wealth management consultant at Capital Group, home of American Funds, covering the San Francisco area. He has 28 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital, Mike was a vice president with SunAmerica in Los Angeles. He holds a bachelor’s degree from the University of California, Santa Barbara, and attended Pepperdine University for graduate studies. He also holds the Certified Investment Management Analyst® designation. Mike is based in Danville, Calif.
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.