Community Involvement
- United Way of Fresno Adopt A Family
- Toys for Tots Toy Drive
- Central California Women's Conference
- Our Alliances and Associations
United Way of Fresno Adopt A Family
December 2011—Each year around the holidays our office sponsors a family from United Way of Fresno's Adopt A Family program. Everything from furniture to food is provided through generous donations from our office staff, advisors and management, then personally delivered.
Toys for Tots Toy Drive
December 2011—The Central California Business Center participates in the Toys for Tots program holiday toy drive. Each year our advisors, managers and staff help others by collecting toys for kids in need.
Central California Women's Conference
September 2011—Each year we participate in this regional women's conference, and this year Barbara Sullivan, an experienced Financial Advisor in Fresno, was a breakout speaker. Barbara spoke to 400+ women about the importance of taking control of their financial future and how they can position themselves for a comfortable retirement.
Our Alliances and Associations
- Area Chambers of Commerce and Hispanic Chambers of Commerce
- California Association of CPAs (CalCPA)
- California Medical Societies
- California Medical Group Management Association
- California Dental Associations
- Institutes for Family Business
- Western Growers Association
- Estate Planning Councils
- California Bar Association (Los Angeles and Fresno Counties)
- National Association of Women in Construction (NAWIC)
- National Association of Women Business Owners (NAWBO)
- National Association of Insurance and Financial Advisors (NAIFA)
- General Agents and Managers Association (GAMA)
- Financial Planning Association (FPA)
- Society of Financial Service Professionals (SFSP)
