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This month has been very interactive for our FBB members and the next one is on the same track thanks to amazing partners.
Like our company of the month, Wealth Alliance. For our numerous readers who did not get the chance to interact with their dynamic team, here is the occasion to learn more about their services and skills.
The French BioBeach is also expanding to provide you the best free networking experience that you deserve!
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Company of the month
A Modern, Data-Driven Approach to Wealth Management
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Headquartered near Del Mar, Wealth Alliance provides wealth management and financial planning services tailored to your needs. We are proud to work closely with executives and other employees in the biotech industry to help with the unique financial questions they face. Wealth Alliance will help to ensure your personal finances are in order so that you are freed up to focus on your career and/or business.
Wealth Alliance President and Financial Advisor, Kevin Barrett, has over 20 years of experience as a wealth manager. He is also a former president and board member of the San Diego division of the Financial Planning Association. A native of South Africa, Kevin moved to the United States at age nineteen and graduated from the University of San Diego. He began his career in accounting as a CPA at Deloitte and Touche, where he practiced for four years. Since then, he has been helping individuals and families work toward their financial goals. Please visit our team bios to learn more about our firm.
Wealth Alliance prides itself on innovation and taking a data-driven approach to managing assets. Our firm utilizes an internally-developed analysis software to create and manage investment portfolios. To determine our outlook on the equity market in order to tilt these portfolios bearish or bullish, we developed an algorithm with historically predictive indicators that has been back-tested for over 30 years.
To learn more about our proprietary technology or to schedule a complimentary consultation with Kevin Barrett, please visit www.wealthalli.com.
Registered Representative offering securities through Independent Financial Group, LLC (IFG), member FINRA/SIPC. Advisory services offered through Wealth Alliance, LLC, registered investment advisor. OSJ Branch: 12671 High Bluff Drive St. 200 San Diego, CA 92130. Wealth Alliance and IFG are not affiliated entities.
Copyright© 2019 Wealth Alliance. All rights reserved.
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Happy Hour Networking Event
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March 13th
from 5pm to 7pm (PST)
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Deep Tech Week 2020 – Paris
March 9-13, 2020
The French BioBeach is happy to mention that its Executive Director Kevin Adam will be representing the FBB at the 1st global gathering of the Deep Tech Ecosystem and will be available to meet you on-site during the Hello Tomorrow global summit.
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Welcome to our new community manager
The French BioBeach is thrilled to welcome a new asset. Vivian Liu will be on-site for you during our networking events. Do not hesitate to reach out to her if you have any question or interest about our business platform and services.
Vivian is a sophomore at UCSD, she is currently pursuing her B.A degree in International Business with two minors in French Literature and General Biology.
Vivian is passionate about research in biological sciences and is working towards becoming a project manager in the life science industry. She is very excited to connect and work with all the FBB members!
Fun Fact: Vivian is a polyglot who speaks Mandarin, Cantonese, Korean, French and a little bit of Italian other than English.
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In the meantime, we hope to see you at our events!
The French BioBeach team
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Follow our events and share to your friends/colleagues
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Thank You to our SPONSORS
& MEMBERS
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Copyright © French BioBeach, All Rights Reserved.
Business Platform, San Diego Area, California, United States
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