Women and wealth panel
For our August Women & Wealth panel, we asked our experts to weigh in on longevity planning and some of the non-financial considerations for retirement. Our Q&A was conducted via email in mid-August and the responses were lightly edited. Our panelists are: Austyn Shepherd Abbas, senior vice president and private client manager at Bank of America, Nicole Read More →
Robert East joins Merrill Lynch to lead Central Coast ops
Merrill Lynch has named Robert East as its senior market executive for the Valley Coast market, according to an Aug. 8 press release. East leads a team of 105 financial advisors across seven wealth management offices from San Luis Obispo south to Encino. He oversees approximately $26 billion in assets under management for local Merrill Read More →
Portfolio watch
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VCCU takes a multi-pronged approach to financial education
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Bibi Moezzi joins Community West Bank as market manager
Veteran Santa Barbara business banker Bibi Moezzi announced her move from Columbia Bank to Community West Bank, triggering a flood of comments on LinkedIn. “I’m happy to share that I am starting a new position as Market Manager at Communit West Bank,” Moezzi said in her LinkedIn post. Moezzi also will be a senior vice Read More →
Vital signs: Columbia Bank business survey highlights optimism
Columbia Bank’s annual Business Barometer survey was recently released and included insights into how California business owners feel about the next year. Among the key findings: In California, 54% of businesses expect to increase their headcount over the next 12 months, while 52% say they will wait six to 12 months before making major business decisions as they monitor tariffs, Read More →
At 103, Fiesta still packs an economic punch
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