Entries by meisterklasse

Aldea Life Success Workshop

New Aspect Financial Services LLC. is off to a busy start in 2017. We have had two company hosted and sponsored events in January. At our offices on Jan 6th we held a Community outreach day for the Aldea Children and Family Services youth program where we hosted a Life Success Workshop.  We enjoyed meeting […]

2nd Annual Client Appreciation Event

New Aspect Financial Services, LLC, held our 2nd Annual Client Appreciation Event at our Napa Office located in the historical Migliavacca Mansion. Sponsoring companies educated current clients and guests while they enjoyed live music, food and wine. This was a family friendly event with numerous activities for the kids to enjoy. The event was a huge success and we look […]

Client Appreciation Event Oct. 8th

Save The Date! Our Annual Client Appreciation Event is coming up on Oct. 8th. We will have great food, live music, wine tasting, and activities for the kids. We hope to see you here with friends and family to show how much we appreciate you.

Social Security Seminar

Yesterday Matthew Mullowney and Karin Alvarado held a free seminar about Social Security Benefits here at our office in the Migliavaca Mansion in Napa California. At this seminar we talked about how social security benefits can help you and your family in your future.The event also featured complimentary wine and cheese to those who attended. […]

Engineering A Successful Retirement Plan Experience Seminar Photos

On May 18th Karin Alvarado, along with guest speakers Larry Crocker and Al Chingren, held an seminar event at Rutherford Ranch Winery on Engineering A Successful Retirement Plan Experience. This seminar provided information on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. It also provided educational […]

Engineering a Successful Retirement Plan Experience Seminar

Join Karin Alvarado for a seminar on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. Learn what participants value the most when planning on their retirement. Also get educational information on the changing Fiduciary Regulatory Rules. If you interested in attending this free educational event on […]

Join Matthew Mullowney, Trevor Rose an Estate Planning Attorney, and Partick Rinehart a Local CPA for an Educational and Informational Seminar at the local Napa Valley Public Library on May 14th. Come and gather information regarding your retirement planning and how to navigate the broad financial landscape. Matthew also does these seminars at the American […]

Welcome Stephen Lozano

New Aspect Financial Services, of Napa, CA, is excited to announce a new partner of their financial services firm, Stephen Lozano. Stephen helps individuals, small business owners, corporations with their group benefits, investments, private banking and insurance needs. Stephen is the founder of SL Financial Group and cemented his place as partner at New Aspect […]

Welcome Matthew Mullowney

New Aspect Financial Services, LLC. is excited to announce a new member of their financial advisory team, Matthew Mullowney. Matthew brings his expertise in Wealth Management and Estate Planning. With a passion for working with business owners, Matthew obtained a QPFC designation which is considered a gold standard in the Qualified Plan Advisor Marketplace. At […]