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Building A Solid Financial Foundation

TAITA 台美產業科技協會

Thursday, July 31, 2014 from 6:30 PM to 8:30 PM (PDT)

Building A Solid Financial Foundation

Ticket Information

Type End Quantity
Pay fee at door.
Ended Free  

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Event Details

Speaker: Rocky Lin, Managing Director, Beacon Pointe Wealth Advisors San Jose


  • 6:30 pm, Registration & Network (Light dinner provided)
  • 7:00 pm, Program

Cost: $5 for TAITA members or students, $10 for non-members, extra $5 without RSVP


Now that you have finished schooling, started making real money and/or starting a new family there are so many things to consider in your financial life. Come learn how to budget your resources and determine financial priorities. We will discuss what a healthy savings rate is and then the different investment vehicles you can utilize to make these savings grow for you (Stocks, Bonds, Mutual Funds, ETFs, 401k, IRA and Real Estate). Then we will get into the basics of determining an asset allocation and the proper amount of diversification. Lastly, we will cover how the current economic environment will impact these different asset classes as well as expected returns for diversified portfolios. By the end of the night you should have an actionable roadmap on how to start building your personal financial empire.

Speaker Bio

Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.

Have questions about Building A Solid Financial Foundation? Contact TAITA 台美產業科技協會

When & Where

ITRI International
2870 Zanker Road, Suite 140
San Jose, CA 95134

Thursday, July 31, 2014 from 6:30 PM to 8:30 PM (PDT)

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TAITA 台美產業科技協會

Taiwanese American Industrial Technology Association (TAITA) is networking platform for Taiwanese and Taiwanese American professionals in the Bay Area. We organize monthly seminars and social events. The seminars usually cover topics such as entrepreneurship, career development, and personal finances. We also host large annual events including Annual Conference, US Taiwan Biomedical Engineering Forum (UTBEF), Summer BBQ, etc.

  Contact the Organizer
Building A Solid Financial Foundation
San Jose, CA Events Seminar Business

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