Laura Pilz CFP, "How Bonds Can Help Weather Volatile Times"

Sep 1 Wed 8:00 AM
Location
Pacific Research Institute

One Embarcadero Center, Suite 350
San Francisco, CA 94111

This is a private home or office

Attendance
 11  people attended.
4.00 4.001 (1 ratings)

Who organized?
Allan Farrow

(Hosted by Leonard Rothman)

Laura Pilz, a Senior Financial Advisor with Merrill Lynch Global Wealth Management will speak on fixed income as well as Merrill Lynch's analysis on the current economic environment.

She works with individuals and families to help them achieve their financial objectives and build their wealth. Her practice focuses on retirement planning strategies and investment management. Laura has worked in the financial services industry for 30 years and is a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC).

Prior to joining Merrill Lynch, Laura was with Bank of America for over 20 years and she has also been the VP of Marketing for two internet-based start-up companies.

Her education includes: BA in Economics from Chatham College and an MBA in Finance and Accounting from The University of North Carolina at Chapel Hill.

Laura serves on the Boards of the San Francisco Ladies Protection and Relief Society and the Maybeck Foundation and is the President of the Financial Women’s Association of San Francisco.

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