We are pleased to welcome Kayla Fernandez, Certified Financial Planner™ with California Financial Advisors in San Ramon, for a special presentation titled "Silent Wealth Leaks." Please join us in the Fireside Room at Gateway Clubhouse on August 25 at 12 PM.
Kayla helps individuals and families navigate their financial lives through comprehensive financial planning, investment management, wealth preservation, wealth creation, and legacy planning. She is a CFP® practitioner, a member of her firm’s investment committee, and a proud alumna of Santa Clara University’s Leavey School of Business. Her expertise has been featured on KTVU Fox 2, Investopedia, Kiplinger, and U.S. News & World Report. California Financial Advisors is ranked 21st in the nation and among the top two California financial advisors recognized by Financial Advisors 100.
A Bay Area native, Kayla enjoys spending time with family, volunteering, and staying active.
The Rossmoor Financial Forum, a 501(c)(3) nonprofit organization, is dedicated to educating its members on estate planning, wealth management, insurance, real estate, elder abuse, fraud, identity theft, and other financial topics.
A light lunch will be provided.
This is a member‑only event. To register, please click the Register button. For more information about the speakers or to inquire about membership, please contact Joe Hoffman at 925‑954‑7912.
