Thank you, everyone, for joining us on October 13th for our 4th Annual Client Appreciation Event! Woohoo! The music, the schwag, the food, and the company couldn’t have come together any better. Thank you again for your continued trust in our services to help drive your future success. Cheers!
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 to see you all again at our next event! Thank you and cheers from New
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 of Napa residents with the mental health needs. What a great feature on an amazing
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 the event with out sponsored hole, team members, and event brochure.
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 the U.S. Department of Labor Fiduciary rule which was set to begin April 2017. The
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 and the fear of public speaking.
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New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.