What an amazing time we had at the #IiO Awards, celebrating Lupe Camargo MBA, CFP®! Her outstanding work in support of the Girl Scouts–Arizona Cactus-Pine Council (GSACPC) over 17 years earned her Honorable Mention for the Catalyst Award as well as a generous grant of $2,000 for GSACPC. We felt truly privileged to support this event that acknowledges the philanthropic contributions in our industry, not only on a national but also on a global level. Congratulations to all the finalists and winners for their accomplishments! Jeffrey Haines #philanthropy #financialadvisors On July 17, 2023, Lupe Camargo received an Honorable Mention from the 2023 Invest in Others' Catalyst Award Honorable Mentions of the Year Award. The Invest in Others Award program recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Invest in Others receives hundreds of award nominations each year. Sixty advisors as honorable mentions were selected for their tremendous contributions in their communities. More information can be found at https://lnkd.in/dJDi56nJ. Each honorable mention recipient received a $2,000.00 donation from Invest in Others to the nonprofits they were recognized for, and Lupe Camargo was recognized for her service with Girl Scouts Arizona Cactus Pine Council. No fee was paid by Lupe Camargo or Thrivent to Invest in Others in exchange for inclusion in the award, however, Thrivent did sponsor the award event and paid a fee to utilize certain marketing assets to promote inclusion in the award. There are no other material relationships between Thrivent including Lupe Camargo and Invest in Others. The Award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any client’s experience or an indication of Thrivent’s future performance.
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We’re proud to share an exciting update from our advisor community. Congratulations once again to Lupe Camargo MBA, CFP®, of Perspective Financial Services, and all the #LUMINARIES2023 winners! It's incredible to recognize the professionals in our industry and celebrate their influence. Their accomplishments continue to inspire us all! #leadership #wealthmanagement ThinkAdvisor 6.26.23 - Lupe Camargo is a finalist for the 2023 ThinkAdvisor Luminaries community impact RIA/IAR firms individual category award. See: https://lnkd.in/gKqHThAh. The award winners will be determined in November 2023. The award recognizes individuals and firms that are taking creative and bold steps to push the industry forward. The categories range from Diversity, Equity & Inclusion, Thought Leadership, Executive Leadership and Community Impact. All winners will be selected by a distinguished and diverse panel of judges from across the advice industry, as well as by their editorial team. More information can be found at: https://lnkd.in/gQPrmByZ 𝘢𝘯𝘥 https://lnkd.in/gyTpVMzk. No fee was paid by Lupe Camargo or Thrivent to ThinkAdvisor in exchange for inclusion in the award. There are no other material relationships between Thrivent, including Lupe Camargo and ThinkAdvisor. The award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any clients experience or an indication of Thrivent’s future performance.
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Rise and shine! ☀ #TANRISE2023 continues into Day 2. TAN-affiliated #financialadvisors Jacob Schatz, CFP®, Zac Larson, Corey Schmidt, CFP, CHFC and Ashley Shields (Director of Client Experience) of IntentGen Financial Partners join us this morning on stage for a business growth peer panel discussion. #Partnership #Growth #ClientExperience
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We’re taking it back – tonight we’re a little crazy for the 80s! #TANRISE2023 has partnered with California Love Drop and its founder Wing Lam for a fun filled charitable social evening. Special shoutout to our friends Natalie Grasso and Sarah Crane at FiComm Partners for joining us to run our raffle donation table! #GivingBack #Philanthropy
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#TANRISE2023 has officially started! We’re excited to bring together TAN-affiliated #financialadvisors over the next three days for an event filled with #business growth ideas and meaningful peer connections.
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We’re hitting and starting the #golf course at the gorgeous Waldorf Astoria Monarch Beach Resort & Club in Dana Point, CA with TAN-affiliated advisors Jonathan Hoyme of Awaken Wealth Partners, Jacob Schatz, CFP® of IntentGen Financial Partners, Tyler Petersen of RetirePath Advisors, and Daniel Chouanard, CIMA. Excited to kick off #TANRISE2023 later today!
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#TANRISE2023 is underway in Dana Point, CA! This annual #event brings our TAN leadership team and TAN-affiliated advisors together for three days of building meaningful connections, impactful insights, and purpose-driven discussions around business #growth. We can’t wait to see everyone tomorrow!
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Last week, we were thrilled to have Jeffrey Haines present at Bob Veres' Insider's Forum, sharing how purpose is quickly becoming a business imperative for RIAs! We also had the privilege of supporting the mission of the Foundation for Financial Planning with an onsite donation to the organization. Their work is a real testament to the incredible impact that socially responsible businesses can have. Jeff had the honor of presenting the check, and it was graciously accepted by Megan Carpenter, Gabe Garcia, and Yonhee Choi Gordon. Together, we're making a meaningful difference! #Philanthropy #WealthManagement #InsidersForum
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We're excited to showcase the power of building #businessforgood at the InvestmentNews Advisor Insights Lab Event! This Thursday, Jeffrey Haines and Juli Wilder reveal how profit and purpose can coexist, supported by industry data. Be a part of this inspiring conversation and discover how to integrate purpose into your own practice. Reserve your free spot by registering here: https://hubs.li/Q024SYcD0 #ThriventAdvisorNetworkINLab #financialadvisors
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Jeffrey Haines is Texas-bound, gearing up to attend Bob Veres' Insider's Forum! Stop by the “Lightning Round Takeaways” today @ 1:35pm CT to hear why being a purpose driven business is a business imperative. #Events #WealthManagement #InsidersForum Bob Veres
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Consultant to the Wealth Management Industry
9moWell-deserved Lupe❣️