In August 2019, The Humphreys Group President Diane Bourdo, CFP®, presented at the event “Women’s Financial Forum: Learn, Plan, Invest,” hosted by Charles Schwab and 100 Women In Finance. Attendees learned fundamental facts and questions to help them make financial choices at every stage of their life. They covered topics such as how to decide if you should buy or lease a car, and how to make the most of corporate benefits and stock options. The event included an hour of networking before the panel discussion.
The speakers were:
- Diane Bourdo, CFP®, The Humphreys Group, President
- Crystal Dykstra, CFP®, Charles Schwab, Executive Financial Planning Advisor
- Stacy Lewis Daher, MAcc, CPA, University of San Francisco, Associate VP Finance & Treasury
- Colleen O’Brien, Charles Schwab, VP, Oakland and Berkeley Branch Manager (Moderator)
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, their 15,000-plus members are making connections and creating opportunities that help to advance careers and strengthen our field.
Charles Schwab serves millions of individual investors who invest on their own, through a workplace retirement plan, or with the help of an independent advisor. Charles Schwab provides investment-related products, services and sophisticated financial planning — all delivered by people with a passion for helping clients achieve their goals.
The Humphreys Group is a women-owned and women-operated wealth management firm based in San Francisco, California. The firm offers highly focused financial planning and disciplined asset management to a range of clients. Their expertise is helping women in transition navigate their particular challenges — such transitions as marriage, divorce, widowhood, inheritance, or that first stock option grant. Their passion is helping their clients take control of their own financial lives and get smart about money.
