Behind the Scenes Q2 2019

Annette attended the Financial Planning Association’s Annual Retreat in San Diego for the 7th year in a row where select advisors from around the country gather to learn, share ideas and collaborate on how to best serve our clients’ evolving needs.  “This is my favorite conference of the year where I come back refreshed, inspired and full of ideas on what we can do better.  I’m grateful to have such an open and collegial group of peer professionals to collaborate with.” 

Annette spent the first 10 days of June in Copenhagen and London visiting family, spending lots of time outdoors and enjoying the long summer days.  “I haven’t been to Copenhagen in over 10 years and I was reminded of how little people need to be happy and live a really great life.  The focus is on family, friends, and contributing to a vibrant, healthy society.  So inspiring!


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Cearúll and his wife, Leslie, took their two young daughters, Sairsha and Maeve, to go berry picking in Watsonville for Father’s Day.  This was the same farm, Gizdich Ranch, that Leslie used to go every year when she was a child.  While the berry picking was fun, the real highlight was the farm’s Olallieberry pie

Cearúll was elected as Treasurer of the non-profit Board for the Ella Baker Center for Human Rights (EBC).  This organization seeks to shift resources away from prisons towards opportunities that build communities.  In June, the EBC moved into their newly remodeled home in Oakland’s Fruitvale district. “The Board and staff at EBC were so thrilled to move into our new home.  The building, dubbed ‘Restore Oakland’ has been years coming, but it has been worth the wait.”  They celebrated with delicious food from award winning chef, Reem Assil’s Fruitvale restaurant, Reem’s California. “This restaurant is definitely worth the trip from anywhere in the Bay Area.”

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In May, Rania and her mom, Caroline, went on a 2-week trip to Italy exploring all the wonderful food, culture and historic sites.  Trip highlights included taking a pasta making class in Milan, tossing coins in the Trevi fountain, eating endless amounts of gelato in Rome, climbing to the top of the Duomo in Florence (463 steps!) and dining at a fantastic restaurant located on the only island in Lake Como.  The meal finished with a cheese wheel being brought to each table and a piece being carved out for each person.


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Jesse met one of her financial planning idols, Michael Kitces, at a FPA NorCal conference event in San Francisco.  They decided to take a picture after noticing that they were both wearing the same colors!

As the Pro Bono Director for The Financial Planning Association of San Francisco, Jesse has been organizing monthly events to provide free financial planning advice to Sonoma County wildfire survivors.  Earlier this year, her volunteer work was mentioned in an article in the Financial Planning magazine - https://www.financial-planning.com/news/fpa-volunteers-help-california-fire-victims


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Adriana has been dedicating this year to traveling and explore new places.  In May, she jumped at the opportunity to visit the Navajo Indian Reservation, east of Page, Arizona with friends.  They experienced the unique structure, created by nature, known as Antelope Canyon.  “The colors peaked at noon when the light from the sun hit the walls at a very particular angle and broadened the orange palette.  This was definitely the highlight of my trip!”

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Avelina loves to camp.  In June, she went on a trip to Mono Hot Springs located on the west side of the Sierra Nevada Mountains.  She enjoyed swimming in the many lakes, hiking, and soaking in natural hot springs.  The hot springs were scattered throughout beautiful meadows right alongside a rushing river.  “This was by far the best camping trip I’ve taken yet!  I’m so glad to have found this little gem in the mountains.”


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Members of the Waypoint team attended a Plant Night event in June.  They each designed their own individual succulent terrariums which can be seen throughout the Waypoint office.


Courtney and T.J. celebrated their 3-year anniversary in Mexico this year with their daughter, Ella and longtime friends.  They enjoyed every minute of their trip – perfect weather, relaxing spa time, delicious food – and Ella had so much fun in the pool!

Courtney began a 2-year program with the G2 Leadership Institute this year that focuses on developing leadership and business management skills for wealth management professionals.  Each class is comprised of 50 peer students from firms across the country.  They work in teams of 5 to run a realistically simulated advisory firm and present their business plans to a simulated board of directors.  “The network of people I’ve met and the knowledge I’ve learned so far is invaluable.  I’m looking forward to our next in-person retreat in September.”


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Chuck had a quarter of major milestones.   He watched his son, CJ, compete in the U.S. National Youth Rowing Championships in Sarasota, FL (finished 8th in nation) and graduate from high school in the same week.  He also joined a group of Bay Area cyclists and completed the world’s longest paved climb, Mount Haleakala in Maui.  It was 36 miles and over 10,000 feet of climbing by the time it was over.

Earlier this year, Chuck attended the Family Wealth Advisors Council meeting in Miami with other top professionals in the field.  He enjoyed collaborating with colleagues from around the country on how to train and mentor younger advisors and staff.  “So much of the value we bring to our clients is the result of our previous experiences working with clients for decades.  Finding the most effective way to transfer that knowledge to the entire organization is critical both to our clients and our team.”