Teleclass
San Francisco Bay Area, California

• Do you feel that you SHOULD be able to do your own investment management but lack the confidence?

• Perhaps you manage your own portfolio but you have nagging thoughts that you might like to ask a pro?

• Or may be you KNOW that you need to learn more and do more with your investments but the book on the bed stand just doesn’t seem enticing at the end of a long day.

Why don’t you join us, hourly financial planner, Celeste Mirassou, CFP ® and investment advisor, Alex Reyes, along with like minded individuals who want to review or learn the basics of investing and discuss issues as they relate to your portfolio and your financial goals?

We will meet on by conference call(s), Wednesday, April 29th –May 20th from 7:30 PM – 8:45 PM. We will be reviewing the highlights and principles of Charles Schwab's New Guide to Financial Independence so don’t clear fill up the space on the night stand just yet….

This class is not meant to replace the advice of a professional investment manager. Rather we are sharing our knowledge in the hope that you become more confident in your investment decisions or those decisions made on your behalf.

About Celeste – Celeste is an independent, hourly financial planner in Mill Valley, California. She works with individuals, families and small businesses to identify and address their practical money issues. She helps her clients develop spending plans, manage their money more effectively, or determine if they are saving sufficiently for retirement. She will provide a second opinion on investment portfolios and she offers outsourced investment management by Reyes Capital Management. She also compiles comprehensive financial plans.

Celeste is an adjunct professor of insurance and estate planning at Golden Gate University for their Masters in Financial Planning program and at the University of California at Berkeley Extension for their Financial Planning Certificate program.

About Alex - Alex Reyes is a Wharton School economics graduate. He founded his own investment advisory firm, Reyes Capital Management, served a co-portfolio manager and, while at Schwab, as a senior mutual fund analyst, a fixed-income advisor and later as a Private Client portfolio manager.

Alex is an instructor with the University of California at Berkeley Extension program, where he teaches a semester-long course on investing for individuals. He has also been on local television and radio shows.

Added by Financial Planning Focus on March 28, 2009