IRVINE, CA–(Marketwire – Apr 27, 2011) – Roger Stinnett has joined First Foundation Advisors (FFA) as a Managing Director of financial planning. Stinnett has over twenty years experience in financial planning, most recently with City National Bank, where he developed and implemented the tax and financial planning offerings. FFA is a wholly owned subsidiary of First Foundation Inc. (First Foundation) a 20-year-old private financial firm offering integrated investment management, wealth planning, consulting, trust and banking services.
Read the original:
Roger Stinnett CPA/PFS, CFP(R), CIMA(R) Joins First Foundation Advisors as Managing Director of Financial Planning
Tagged as:
advisors,
Employment Changes,
finance,
financial-planning,
firm-offering,
jobs,
managing,
Marketwire,
national,
national-bank,
roger,
roger-stinnett,
the-tax,
twenty-years,
wealth-planning
LA QUINTA, CA–(Marketwire – April 12, 2011) – Valerie Van Winkle has joined First Foundation Bank (FFB) as a Vice President, Private Banker at its La Quinta office. Van Winkle’s prior experience includes over a decade with Coachella Valley banks in senior management roles and client development activities. FFB is a wholly owned subsidiary of First Foundation Inc. (First Foundation) a 20-year-old private financial firm offering integrated investment management, wealth planning, consulting, trust and banking services.
See the original post here:
Valerie Van Winkle Joins First Foundation Bank’s La Quinta Office
Tagged as:
banker-at-its,
coachella,
Employment Changes,
finance,
firm-offering,
includes-over,
Marketwire,
president,
private,
private-banker,
quinta,
valerie,
wealth-planning,
winkle