Join us at our Member Meeting
Tuesday, March 9 at 7:30 AM
View Ahead for Economies and Capital Markets
Ed Gonzalez, Capital Group Private Client Services
Virtual Attendance
7:30 am - 8:30 am
Click Here to Register Online for Virtual Attendance
After the Election and Beyond - The Impact on the Economy, Financial Markets and Business Owners
Ed Gonzalez, Portfolio Specialist, Capital Group Private Client Services
Ed Gonzalez is a portfolio specialist at Capital Group Private Client Services, acting as a liaison between the portfolio managers and Private Wealth Advisors within the firm. He has 15 years of investment experience. Prior to joining our organization in 2019, Ed was a senior vice president and senior investment strategist at Wells Fargo Private Bank; before that he was an infantry officer in the United States Marine Corps. Ed earned an MBA from UCLA’s Anderson School of Management and holds the Chartered Financial Analyst® designation. He is based in our Los Angeles office.
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org