The support financial advisers have provided to clients has expanded substantially during the pandemic.
Karin Alvarado of New Aspect Financial Services also tells ThinkAdvisor about helping a foster care facility avoid layoffs.
Despite challenges posed by the ongoing trade war with China, along with wildfires and other climate change related problems, the Napa Valley, California, area had been doing just fine for the most part thanks to the strong tourism industry driven by local wineries, according to Karin Alvarado, a managing partner and financial advisor at boutique hybrid financial services firm New Aspect Financial Services.
Thank you, everyone, for joining us on October 13th for our 4th Annual Client Appreciation Event! Woohoo!
Shawn Campas, CPFA of New Aspect Financial Services, LLC serves on the board of directors as the Director of Youth Services. Read the full newsletter–>Novato Rotary June 2018
A very warm thank you to everyone who joined us for our Happy Hour event last Friday! As always,we had a great time and it was wonderful gather with our amazing clients and friends to kick off the Summer. Thank you to our wine vendors: Hyde Vineyards, Chiron Wines, Mora Estate, Gaderian, and Ambrose. We hope […]
Mentis is dedicated to the emotional health and wellbeing of all Napa County residents, Mentis provides bi-lingual, affordable mental health services to people of every age, stage, and income level. Shawn Campas of New Aspect Financial Services, LLC- featured Mentis in the latest summer issue of Napa Valley Life Magazine because of the dedication to support […]
On Monday June 5th, New Aspect Financial Services LLC. supported a local charity at the 14th Annual Last Mile Foundation Golf Classic by sponsoring holes at the event. The Last Mile Foundation and Alive & Free, help to provide scholarships and education to those in need. Here are some pictures we took of us supporting […]
If you are interested in learning about how to plan for “Healthcare in Retirement” RSVP to this event. Seats are limited and filling fast so don’t miss your chance to get valuable information for your future.
New Aspect Financial Services leads the way in Retirement Planning! Last week, New Aspect Financial Services’ Karin Alvarado and Shawn Campas attended the National Association of Plan Advisors 401k Summit in Las Vegas. Both Alvarado and Campas recently acquired the distinguished and valuable Certified Plan Fiduciary Advisor (CPFA) designation. This designation is increasingly relevant with […]
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