Financial Services Group (“BFSG”) is a multi-faceted Registered
Investment Advisor serving both institutional and individual clients
through its two divisions – BFS Institutional Services and BFS Wealth
Management. We are a wholly-owned, indirect subsidiary of Focus
Financial Partners (“Focus”). Focus is a leading partnership of
independent, fiduciary registered investment advisory firms, providing
superior access to best practices, resources and continuity planning for
its partner firms who service individuals, families, employers and
institutions with wealth management, benefit, and investment consulting
Christopher Rowey, AIFA®
Principal & Senior Retirement Plan Consultant
joined Benefit Financial Services Group in 2007. His responsibilities
include serving as primary Investment Consultant to a number of
corporate, public and higher education retirement plan clients. His
extensive industry experience dates back to 1987. Prior to joining BFSG,
Chris worked for the Capital Group/American Funds where he held a wide
range of roles within the corporate retirement and institutional
investment market, including developing Capital Group’s first full
service 401(k) product offering.
you are currently an undergraduate, graduate or CFA student in the
Orange County/Los Angeles area and would like to learn more about the
investment profession and capital markets from the top experts in the
industry, register for this great event today. Please hurry to the CFA Society Orange County website, or click here to register, as attendees will be admitted on a first come first served basis! If you have any questions about the event or Host-a-Student, feel free to e-mail Charles Worden and Finbar O’Brien at CFAOCHAS@gmail.com.
If you register for this event and are unable to attend the event,
please inform us as there may be other students who wish to attend.
Professional attire (business casual) is highly encouraged.