Staff News!

Staff News!

by Advisor Websites on Jan 16, 2019

  • From Alexandra: Wealth Plus recently joined Social Venture Circle, her goal is to make more social good impact investments available to a larger group of people. Social Venture Network (IC-SVN) builds and serves communities of inspired and informed impact investors and business leaders to make social, economic, and environmental change.
  • After 22 years, we are planning changes to our branding. The way that we work remains the same, including using LEAP Systems. We plan to re-brand and create a new website, with an eye toward informing women about how to manage their money. We are also looking at how to make our marketing more youthful and relevant.
  • Yvette is volunteering once a week at Canal Alliance in their ESL (English as a Second Language) program as a teacher’s aide.  Volunteer aides are vital in achieving the goal of having a vibrant and thriving immigrant community that is able to contribute and participate by making sure that they have all the necessary tools, which includes the important skill of communication.
  • Wealth Plus Advisor Associate, Penni Webb has a Home Design Project in Novato and an Event Photography Project starting in January, a good way to start 2019!!