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October 2008
An article by Bob Burger
on investing was featured as the cover story of AzCPA,
the official magazine of the Arizona Society of Certified
Public Accountants.
Click here to read
his article online at the ASCPA website.
Bob Burger was a guest
on television Channel 12's Arizona Midday program to
discuss the importance of saving money for unexpected
expenses.
September 2008
Perspective Financial
is listed by the Phoenix Business Journal among the
top 25 independent investment advisory firms for the
second year in a row.
Bob Burger is quoted
in an Investment News article on retirement funding
trends.
Click here to
read the article on the Investment News website.
The cities of Tempe and Chandler again enlist the
expertise of Lupe Camargo
to teach financial planning workshops designed especially
for women. The workshops are being offered as part of the
cities’ community classes and education programs this
month. Additional workshops are also scheduled for early
2009.
August 2008
Lupe Camargo is
appointed to the board of “Friends of the Tempe Public
Library,” a nonprofit organization that works with the
library to develop and improve its services and
facilities.
Bob Burger is quoted
in an article on SmartMoney.com about “managed payout”
mutual funds.
Click here to
read the article on the SmartMoney.com website.
July 2008
Patrick Eng is quoted
in an article on IndexUniverse.com titled The Long Road:
No Mirage in Phoenix. The article highlights Perspective’s
disciplined approach to investing.
Click here to
read the article on the IndexUniverse.com website.
Perspective Financial Services, LLC,
is listed in Financial Advisor magazine’s “Top RIA
Survey” ranking for the second year in a row. It is one of
only six Arizona firms to make the list, and the only
Arizona firm in its category of $75 million to $100
million assets under management.
Click here to read more.
Click
here to learn more about Bob.
June 2008
Joe Clancy
has earned the Chartered Mutual Fund Counselor (CMFC)
professional designation, the only industry-recognized
mutual fund designation. The program is the result of
collaboration between the College for Financial Planning
and the Investment Company Institute (ICI), the primary
trade association for the mutual fund industry. It
provides a thorough knowledge of mutual funds and their
various uses as investment vehicles.
March 2008
Perspective Financial
Services is hosting a series of free educational workshops
this spring at its Phoenix offices. The workshops will
address a variety of timely investing and financial
planning topics.
Click here to learn more
January 2008
Perspective Financial
Services marks its five-year anniversary. The independent,
fee-only Registered Investment Advisory firm provides
clients with broad-based financial planning and investment
management services. It was founded by
Mike McCann,
who has worked in the financial services industry since
1991.
September 2007
Mike Larriva, CFP®, joins Perspective Financial
with more than 13 years experience as a investment advisor.
Prior to joining the firm, he worked with Ives Asset
Management, Finance 500 Advisory Services and Wealth
Accumulation Limited in Phoenix. Throughout his career,
his key objectives have been to help educate clients on
core financial planning concepts and to provide objective
planning and investment advice.
Click here to learn more about
Mike Larriva.
John
Sturtevant joins Perspective Financial with
more than 20 years experience as an investment advisor.
Prior to opening Perspective’s Tucson office, John served
as Tucson branch manager for Miller/Russell & Associates,
Inc. and also spent 13 years with Charles Schwab advising
high net worth clients.
Click here to learn more
about John.
August 2007
Mike McCann, CFP®, president and founder,
is awarded the Accredited Investment
Fiduciary® (AIF) professional designation by
the Center for Fiduciary Studies.
Read more.
July 2007
Perspective Financial
Services, LLC, ranks as the 5th fastest-growing
Registered Investment Advisory firm in the nation in 2006
for those with less than $100 million in assets under
management, according to Financial Advisor
magazine’s second annual “Top RIA Survey.” It also is the
highest-ranked Arizona firm in any asset category.
Read more.
June 2007
The cities of Tempe, Chandler and
Gilbert have enlisted
Lupe Camargo to
teach financial planning workshops designed especially for
women. The two-hour workshops are being offered as part of
the cities’ community education programs during the summer
and fall 2007 class sessions.
May 2007
Joe Clancy is promoted to Operations Manager and Portfolio
Administrator. He first joined the firm as an intern in
February 2005 and was promoted to Research Assistant in
June 2005. His latest promotion coincides with his
graduation from the W.P. Carey School of
Business at Arizona State University with a
bachelor’s degree in finance. Click
here to learn more about Joe.
April 2007
Patrick Eng was interviewed by the
Phoenix Business Journal for an article about a new
Internet blog on municipal bonds. Eng was quoted in the
article, which appeared in the April 13 edition.
March 2007
Perspective Financial completes a 1,000-square-foot office expansion in
March, bringing its total space at the Missouri Commons to
2,500 square feet. The expansion was needed to accommodate
the continued growth of the firm. The facility now
includes a guest lobby, large conference room, six
executive-size offices and an employee kitchen, as well as
supplementary space for storage and future growth.
December 2006
Arizona State University business student
Julia Barile joins the Perspective Financial team
as an intern.
September 2006
Jim Maillard, an investment advisor
and Certified Financial PlannerTM, has joined
the Perspective team of advisors. He has worked in the
industry for 15 years for companies such as J.P. Morgan
Private Client Services, Miller/Russell and Associates,
Ernst & Young, and KPMG. Jim focuses his practice on high
net-worth clientele through design, implementation and
monitoring of diversified investment portfolios .
Click
here to learn more about Jim.
September 2006
Patrick Eng has joined Perspective Financial with nearly
20 years of financial services industry experience,
including work with firms such ABL Wealth Management,
Citigroup/Smith Barney, The Bank of New York and ING Groep
NV. During the past six years, Patrick has focused on
developing a financial consulting practice aimed at
helping individuals and families with their financial
planning and investment needs.
Click here to learn more about
Patrick.
June 2006
Joe Clancy was selected to receive the
Elroy and Virgilia Clark Endowment Scholarship at Arizona
State University for the 2006-2007 academic year. He was
granted the award for being “an excellent representative
of the W.P. Carey School of Business and an example of
academic excellence for other business students.”
May 2006
Lupe Camargo was quoted as a source on
small business financing in the Arizona Woman May
2006 cover story. The magazine is published by the
Arizona Republic and is available throughout the
Valley. She also was quoted in the May 21 edition
of the Arizona Republic in an article on employment
opportunities in the financial services industry.
April 2006
Mike McCann was interviewed by KPNX-TV
Channel 12 for a segment on terror-free investing. He also
was a featured guest on the “John Dayl Program” on KFNX
1100 am, the “Business for Breakfast” show on KFNN 1510
am, and radio programs airing in San Diego and Portland.
March 2006
Lupe Camargo has been promoted to
Financial Consultant for the company. In her new role,
Lupe will serve a wide variety of clients. She also will
leverage her experience as a Latina business professional
to provide specialized financial planning and investment
advice to women and Latino clientele.
January 2006
C onflict
Securities Advisory Group, a Washington D.C.-based
research firm, has teamed up with New York-based The
Roosevelt Investment Group to provide the only mutual fund
in the country certified “terror-free.” According to these
firms, Perspective Financial Services has become the first
investment advisory firm in the country to actively
implement terror-free investing for its clients through
this new fund.
January 2006
After months of training and
anticipation, the Perspective Financial team stood
together at the starting line of the PF Chang’s
Rock-n-Roll Marathon, along with more than 33,000 other
walkers and runners. It was a beautiful day, and we all
proudly completed the 13.1-mile half marathon. Most
importantly, we raised $5,200 for Phoenix Children’s
Hospital in honor of cancer survivor Kelsey G. Thanks to
everyone who supported our efforts with their thoughts,
encouragement and contributions.
December 2005
Perspective Financial is raising money for
the Phoenix Children's Hospital in honor of Kelsey, a
12-year-old cancer survivor. As part of our efforts,
raffle tickets were issued for a drawing of autographed
Diamondbacks merchandise. The winners are Cathy Weir,
baseball bat signed by Matt Williams; Jim Cooper,
photograph signed by Louis Gonzales; and Laura Scotnicki,
baseball signed by Craig Counsel. Congratulations to the
winners, and thanks to everyone who has contributed to our
efforts.
October 2005
Perspective
Financial Services works to raise money for the Phoenix
Children's Hospital by completing the P.F. Chang's Rock
'n' Roll Marathon and 1/2 Marathon on January 15, 2006.
Mike McCann, Lupe Camargo and Joe Clancy set a combined
goal of raising $10,000 for the hospital in honor of
12-year-old cancer survivor Kelsey G.
Click here to learn more or to make
a donation.
July 2005
This elegant business corridor is nestled within the
quiet, well-appointed community of north central Phoenix.
The move not only provides room for growth as the company
continues to expand, it also provides the style,
convenience and comfortable atmosphere that matches the
personalized service the firm provides it clientele.
June 2005
Joe Clancy has received a promotion to Research Assistant
for Perspective Financial Services. He first joined the
company as an intern in February, 2005. In his
new position, Joe’s role is to research client investment
holdings, screen investments to be held for client
portfolios, and to prepare and review financial statements
to assist advisors in the financial planning process. He
is currently working toward a bachelor’s degree in finance
at Arizona State University.
March 2005
Lupe Camargo joins Perspective Financial
Services as Director of Client Services with 15 years of
business analysis and marketing experience. She has held
positions with US West, Honeywell and 3M. Lupe holds a
bachelor’s degree in marketing from Arizona State
University and a master’s in business administration (MBA)
from the University of Texas at Austin.
January 2004
The Maricopa County Medical Society
announced that Perspective Financial Services has been
added to its preferred vendors list as part of its
exclusive membership benefits. Perspective Financial is
proud to offer financial planning and investment
management services to the physicians of MCMS. Mike
McCann, CFP® also continues to be a regular contributor to
Round-up magazine, the monthly publication of MCMS,
writing on personal finance topics of importance to
today’s health care professionals.
July 2003
Mike McCann, CFP is elected as a member of
the Banner Samaritans. The Banner
Samaritans is an advisory board that functions to
assist with the needs of
Banner Health, a non-profit organization providing
comprehensive health care services to patients in eight
Western and Midwestern states.
June 2003
Mike McCann, CFP is featured as major source in bizAZ
article online about financial planning in difficult
economic times. Read the article, “Weathering the Storm,”
at
www.bizaz.com.
April 2003
First of a series of articles by Mike McCann, CFP is
published in Round-up magazine, the monthly
publication of the Maricopa County Medical Society.
Round-up has been a leading source of socio-economic
information for physicians for more than 47 years.
McCann’s articles add to the editorial mix by providing
readers with timely, intelligent information on a variety
of financial planning and wealth management issues.
Click here to read all of Mike’s published articles
online.
After more than a dozen years working for major brokerage
firms, Mike McCann, CFP opens his independent practice at
the Esplanade in Phoenix to offer financial planning and
investment management services.
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