Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals.

The spring conference of the National Association of Personal Financial Advisors (NAPFA) will cover a range of topics ... The American Institute of Certified Public Accountants's annual conference ...

Lori currently serves on the Board of Directors for the Collaborative for High Performance Schools and the California League of Bond Oversight Committees, and is a past Board Member of the National ...