New Aspect Financial Services, LLC
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    • Karin Alvarado, CFS, CPFA
    • Aaron M. Kennedy, CFF, CFS, CPFA
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New Aspect’s Shawn Campas- Rotary Installation as Director of Youth Services

July 12, 2018/in Events, News

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

https://newaspectfs.com/wp-content/uploads/2018/07/Shawn-Rotary-June-2018.jpg 874 1133 meisterklasse https://newaspectfs.com/wp-content/uploads/2015/10/NAF-Logo-300x65.png meisterklasse2018-07-12 18:15:012021-08-30 10:08:42New Aspect’s Shawn Campas- Rotary Installation as Director of Youth Services

Client Appreciation Event Oct. 8th

August 3, 2016/in Events, News

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.

Client Appreciation Save The Date 2016 copy

https://newaspectfs.com/wp-content/uploads/2016/08/Client-Appreciation-Save-The-Date-2016-copy.jpg 915 896 meisterklasse https://newaspectfs.com/wp-content/uploads/2015/10/NAF-Logo-300x65.png meisterklasse2016-08-03 21:59:112021-08-30 10:08:42Client Appreciation Event Oct. 8th

Social Security Seminar

June 15, 2016/in Events, News

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. Thank You to all those who attended and we hope you got plenty of helpful information about Social Security.
Below are some pictures from the event along with a copy of the handout we gave with information regarding social security.

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https://newaspectfs.com/wp-content/uploads/2016/06/image2.jpg 1224 1632 meisterklasse https://newaspectfs.com/wp-content/uploads/2015/10/NAF-Logo-300x65.png meisterklasse2016-06-15 21:07:202021-08-30 10:08:42Social Security Seminar
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event
Grand Opening & Client Appreciation Event

Grand Opening & Client Appreciation Event

November 4, 2015/in Events

New Aspect Financial Services, LLC. Grand Opening & Client Appreciation Event on Oct. 17th.

A special thanks to our clients and sponsors for making this such a successful, fun event!

https://newaspectfs.com/wp-content/uploads/2015/11/New-Aspect-8724.jpg 2098 3146 meisterklasse https://newaspectfs.com/wp-content/uploads/2015/10/NAF-Logo-300x65.png meisterklasse2015-11-04 18:29:542021-08-30 10:08:43Grand Opening & Client Appreciation Event

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P: 707 346 7601

F: 707 260 6131

Napa Valley

HEADQUARTERS

1475 Fourth Street
Napa, CA 94559

DIRECTIONS

Novato, CA

1500 Grant Ave,
Suite #314
Novato, CA 94945

DIRECTIONS

Denver, CO

18425 Pony Express Drive
Unit 103
Parker, CO 80134

DIRECTIONS

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.

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