Bruce Rawdin-Baron Selected to FSI PAC Board of Directors
San Diego, California, March 4, 2011– Bruce Rawdin-Baron was recently selected to serve on the Financial Services Institute’s (FSI) PAC Board of Directors. The role of the FSI PAC Board includes establishing fundraising goals for FSI PAC fundraising programs, reviewing FSI PAC fundraising plans and the effectiveness of such programs, supporting FSI fundraising efforts, creating an election cycle FSI PAC budget, supporting FSI PAC through legally authorized personal contributions, encouraging FSI members to make legally authorized contributions to FSI PAC, and reporting to the membership to the FSI Board of Directors on a periodic basis as to the effectiveness of FSI PACs fundraising and the status of the current FSI PAC budget.
“With my experience as an independent Registered Investment Advisor I hope to provide insight as to the current challenges advisers face in the regulatory environment” said Rawdin-Baron.
Bruce Rawdin-Baron has been assisting individuals, families and businesses with their investment management, financial planning, tax planning and preparation for over 25 years.
He is a registered representative with 1st Global Capital Corp., and holds FINRA Series 7 General Securities Representative, FINRA Series 24 General Securities Principal, Series 63 Uniform Securities Agent (State Law) and Series 65 Uniform Investment Advisor securities licenses.
He is licensed in Life and Health insurance, is Enrolled to Practice before the Internal Revenue Service as an Enrolled Agent, and is licensed as a California Real Estate Broker.
Bruce works to provide clarity and insight to his clients when making important financial decisions. He specializes in risk management strategies by applying a combination of portfolio allocation and asset protection techniques. His understanding of the financial markets has allowed for the firm’s focused approach in the growth, protection and distribution of his client’s wealth.
About Rawdin-Baron Financial, Inc.
Rawdin-Baron Financial, Inc. is a wealth management firm in Southern California delivering comprehensive financial and tax services for over 25 years. They customize and implement wealth care solutions to provide a focused methodology in the growth and protection of client’s assets. Rawdin-Baron Financial, Inc’s approach to the wealth management process is unique in their ability to offer a high level of integrity, expertise and service that enable individual and families to meet their overall wealth goals.
About the Financial Services Institute (FSI)
The Financial Services Institute (FSI) is an advocacy organization for the financial services industry – the only one of its kind. FSI is the voice of independent broker-dealers and independent financial advisors in Washington, D.C. Established in January 2004, FSI’s mission is to create a healthier regulatory environment for their members through aggressive and effective advocacy, education and public awareness. FSI represents more than 120 independent broker-dealers and more than 15,000 independent financial advisors, reaching more than 15 million households. FSI is headquartered in Atlanta, GA with an office in Washington, D.C. For more information, visit financialservices.org or follow us at http://twitter.com/fsidalebrown.
Disclosure
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any company names noted herein are for educational purposes only.
All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards.
Investing in securities in emerging markets involves special risks due to specific factors such as increased volatility, currency fluctuations and differences in auditing and other financial standards. Securities in emerging markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
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Investing in fixed income securities involves credit and interest rate risk. When interest rates rise, bond prices generally fall. Investing in commodities may involve greater volatility and is not suitable for all investors. Investing in a non-diversified fund that concentrates holdings into fewer securities or industries involves greater risk than investing in a more diversified fund. The equity securities of small companies may not be traded as often as equity securities of large companies so they may be difficult or impossible to sell. Neither diversification nor asset allocation assure a profit or protect against a loss in declining markets. Past performance is not an indicator of future results.
Financial Planning offered through Reason Financial, a state Registered Investment Advisor. Investment advice offered through Merit Financial Group, LLC an SEC Registered Investment Advisor. Merit Financial Group and Reason Financial are separate entities. Tax related services offered through Reason Tax Group. Reason Tax Group is a separate legal entity and not affiliated with Merit Financial Group, LLC. Sean P. Storck CA Insurance Lic#OF25995 and Steven W. Pollock CA Insurance Lic#OE98073
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