Press & Awards
Benefits of Having a Trust in Place PDF
Team Ctf, December 2020
Award: Acquisition International Worldwide Finance: “Synergist Wealth Advisors LLC Best Private Wealth Advisory Firm 2020 – USA” PDF
Award: Synergist Wealth Advisors LLC Global Business Insight Award: Leaders in Investment Consulting USA 2019 PDF
Award: Wealth & Finance International: Wealth & Money Management Award: Synergist Wealth Advisors LLC – Best Independent Private Investment Firm 2018, California PDF PDF
Synergist Wealth joins Committee for the Fiduciary Standard PDF
Synergistwealth: The Committee for the Fiduciary Standard, 2016
Who said anything about retiring PDF
PurpleClover.com, 2013
The History of Financial Planning: The Transformation of Financial Services PDF
ED Brandon Jr & H. O. Welch, 2010
Award: Five Star Best in Client Satisfaction [PDF]
San Diego Magazine, March 2009
Your Client’s Story [Link]
By West and Anthony, March 2009
Five Star Best in Client Satisfaction [PDF]
San Diego Magazine, February 2009
Yahoo Personal Finance: 8 Ways to Ruin Your Chances to Retire [PDF]
Yahoo! Personal Finance, Janurary 2009
The Ins and Outs of Reverse Mortgages [PDF]
Bankrate.com, October 2008
Comparing Loan Products for Big-Ticket Items [PDF]
Yahoo! Personal Finance, September 2008
8 Ways to Botch Your Retirement [PDF]
MSN Money, July 2008
Bankrate.com: 8 Ways to Ruin Your Chances to Retire [PDF]
Bankrate.com, July 2008
Yahoo! Personal Finance [PDF]
Yahoo! Personal Finance, June 2008
“Wall Street Chic” [MP3]
Paula de Vos Radio Interview, March 2008
SmallCap MarketWatch: The Weekend Edition: Work Smarter, Not Harder [PDF]
SmallCapMarketWatch.com, July 2006
Moneytalk: Gold Fever [PDF]
Talk About Money Blog, January 2006
The New Gold Rush [PDF]
Smartmoney.com, January 2006
Family Affair – The Emotional Issues of Succession Planning [PDF]
Journal of Financial Planning, July 2005
Financial Planners Help Clients Overcome Investing Behavior Roadblocks [PDF]
Journal of Financial Planning, January 2005
Rational Investing Despite Irrational Behaviors [PDF]
Journal of Financial Planning, January 2005
Catalyst Wealth Management LLC Announces New Advisory Division [PDF]
Coastclick.com, September 2004
Estate Planning Peacemakers
Journal of Financial Planning, October 2003



