Entries by meisterklasse

How an Advisor Saved a Winemaker From Disappointing His Workers

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.

Mentis & New Aspect Financial Services, LLC

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 […]

14th Annual Last Mile Foundation Golf Classic

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 […]

Embracing the DOL Fiduciary Law

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 […]

Book Signing

On Jan 19, we hosted a book signing for Out Front: How Women Can Become Engaging, Memorable, and Fearless Speakers written by Deborah Shames. This event, co-hosted by Karin Alvarado, Senior Partner with New Aspect, gave the opportunity for local women in Napa to have on open forum with the author to discuss overcoming obstacles […]