Some readers wanted to know more about my semi-cryptic reference to "the new gig," so I thought I’d provide a little more detail here. Don’t worry, I’m not going to start incessantly shilling for the new business. However, I may occasionally shill for the new business. Like now, for instance.
I have joined an existing firm called Pacific Capital Associates*. The firm offers "comprehensive financial planning" — investment management, estate planning, insurance, and the like. They also offer real estate services and home loans, although they are firmly in the real estate bear camp and have routinely talked people out of buying. (And I’m proud to say that they have never put a single client into an Option ARM).
What I do is talk to people about their finances, make recommendations, and directly manage their investment portfolios. This investment management is the primary focus of what I do, and I employ the same analytical approach to global investment markets — independent, fundamentally-based, and forward-looking — that I have taken with San Diego real estate.
I’d be happy to meet with any Econo-Almanac readers who would like to get my thoughts on their financial situations or on investing in general. It doesn’t cost anything, and there will be absolutely no pressure – I may be the least salesy guy on Earth. I simply talk to people and help them make informed financial decisions. After that, if it is appropriate and desired, I can help implement a plan or manage investments (and it is only at this point that any cost is incurred). If you’re interested, please e-mail me at [email protected] and we can set up an appointment.
While on the topic of scheduling, I am leaving town next week so the site will probably be devoid of content during that time.
Okay, we now return you to your regularly scheduled doom-mongering.
* – Pacific Capital Associates offers securities and investment advisory services through Girard Securities, NASD/SIPC
doom mongering?….hmmm….
doom mongering?….hmmm….
Rich, you’re going to be
Rich, you’re going to be very good at this job. As we’ve corrresponded by e-mail over the last year, I continued to be amazed at your knowledge of financial and economic matters, and when I met you at the piggington meet-up, I realized you have a good heart too, a very important quality in someone who advises me on my money. My husband and I have some things to discuss too, so we will be in touch.
May I suggest that you add a “contact me” section to the website, where you list your contact info at Pacific Capital? Or some other way so that new readers to the site can easily find you?
I am a good personal friend
I am a good personal friend of Rich’s (and a Piggington reader). I’ve known him for almost 15 years now. I’ve been discussing finances with him over the past several years, and I’m excited to see him put his vast knowledge to work for other people. For anyone considering having Rich manage your money, know you will be dealing with one of the brightest, most honest and trustworthy people I know. I am trusting him with my money.