The Financial Forum is pleased to welcome Ming Chen, Greg Vasquez, Lisa Chen, Craig McKinley, and Son Chau, whose topics are "2026 New Year’s Fixed Income & Market Update" and "Tax & Estate Planning with Charitable Giving."
Fireside Room, March 13 at 10 AM
A continental breakfast will be served.
Son Chau will offer guidance on how to maximize the impact of your philanthropy by helping you create a fully customized charitable giving plan.
Experience
• 15 years of professional experience
• Charitable Consultant, DAFgiving360 (2024–present)
• Lead Officer, East Bay Community Foundation (2021–2024)
• Philanthropic Advisor, Silicon Valley Community Foundation (2018–2021)
• Relationship Manager, Rockefeller Philanthropy Advisors (2017–2018)
Education
• Professional Doctoral Candidate, IU Lilly Family School of Philanthropy
• MPA, New York University
• BA, Ethnic Studies & American Studies, UC Berkeley
• Chartered Advisor in Philanthropy® (CAP®), The American College of Financial Services
Greg Vasquez will discuss portfolio strategies designed to generate income, manage risk, evaluate fixed‑income allocations, and make recommendations aligned with your goals and risk tolerance.
Experience
• 27 years of professional experience
• Regional Bond Specialist, Charles Schwab (2008–present)
• Pinnacle Consultant, Charles Schwab (2006–2008)
• Broker & Active Trader Representative, Charles Schwab (2004–2006)
• Investment Consultant, Merrill Lynch (1999–2003)
• Participant Service Representative, Merrill Lynch (1999–2001)
Education
• BS, Finance, University of Colorado–Boulder
• Coursework in Spanish, Latin American Literature, and Spanish Linguistics
(University of Colorado–Boulder & University of Santiago de Compostela)
The Rossmoor Financial Forum, a 501(c)(3) nonprofit organization, is dedicated to educating its members on a wide range of financial topics, including estate planning, wealth management, insurance, real estate, elder abuse, fraud, and identity theft. Donations are welcome and greatly appreciated.
This is a member‑only event. To register, please press the Register button. For more information about the speakers or to inquire about membership, contact Joe Hoffman at 925‑954‑7912.
