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She Founder's Group: Conquering Your Finances

She Founder's Group: Conquering Your Finances

This event occurred in the past

Date and Time

  • Monday, September 9, 2019 from 12:00 p.m. to 2:30 p.m.

Location

Joan B. Kroc Institute for Peace and Justice, B

5998 Alcala Park San Diego, CA 92110

Cost

$0

Details

A roundtable for C-level women, interested in connecting and learning from other women in scalable, fast-growing businesses.

Topic: Conquering your Finances: Honed over many years at some of the world’s top investment firms, Cindy’s approach to advising families centers on exemplary client service. The solutions she develops are custom-tailored to account for each client’s unique risk profile, ownership structure, and portfolio objective. 

 

Guest Speakers: Cindy Gatlin

Before coming to San Diego, Cindy worked for 7 years in advisor positions at large publicly traded investment firms. Cindy is committed to helping people avoid the pitfalls of self-interested wire houses and banks. She aims to introduce clients to a different way of doing business, one that can potentially smooth volatility and achieve desirable outcomes.

 

Light refreshments will be provided.

*The program will continue to take place monthly on the 2nd Monday.

Sponsor(s)

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This event is open to the public

Contact Information