The Financial Forum welcomes Tammy Pooch, Steven Durk, and Amir Atabaki to the Fireside Room on Friday, September 13th at 10 AM. This meeting will be a panel discussion on Fixed Income, Financial Planning, and the Current Market Update.
Amir Atabaki joined Frontier in April 2020 as a wealth advisor. Before joining Frontier Investment Management, Amir worked at CMY Fiduciary Services as an asset manager, overseeing equity and fixed-income investments. Atabaki's past work experience includes being the chief editor and strategist of an options-based newsletter, a small family office syndicate trader, and a Wachovia Securities financial advisor. Atabaki received his degree in Business Economics from the University of California, Santa Barbara.
Steven Durk is a director of Frontier Investment Management Company based in the California Bay Area. He brings over 20 years of financial services experience to the firm. Before joining Frontier, he worked as a director of the income solutions team at Charles Schwab, conducting educational seminars on income investing strategies. Mr. Durk has capital markets experience working with active bond management and portfolio construction activities. Durk is a top-tier bond specialist who has worked with Northern California-based clients at Charles Schwab for multiple consecutive years.
Tammy Pioch joined Frontier Investment Management in October 2023 as a Wealth Advisor in the Northern California team, bringing over 15 years of wealth management experience to her role. She began her wealth management career at Citi Private Bank, Merrill Lynch, and UBS and eventually transitioned to independent RIAs, including Ellevest and Mariner Wealth Advisors. Pioch focuses on investments, holistic financial planning, and tax strategy. She graduated with a degree in business economics from the University of California at Santa Cruz.
The Financial Forum is a 501(C)3 whose mission is to educate our members in all finance matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated.
This event is members-only. Charles Schwab and Co. will be providing a continental breakfast. To make a reservation, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
