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We’re mothers, daughters, sisters, wives, friends. We’re also CEOs, event chairs, business owners, and committee members. Bartlett is here to make sure your interests, passions, goals, and unique characteristics are seen and heard as you take control of your financial future.
Holly Mazzocca, CFP® – President, Wealth Advisor, and Principal – will appear as a speaker at the inaugural Future Proof Festival in Huntington Beach, CA. Holly’s session will focus on team development and intentional succession planning.
One area of focus for the festival is to promote equity and inclusion by providing a platform for female financial professionals. Holly joins a lineup of female leaders and industry professionals for this 4-day conference.
Sign up for the WEinvest newsletter to get updates on events and financial resources designed for women like you.
We know that you’re seeking data and facts, eschewing that “leave it to the experts” mentality. You want to own the financials. You want to understand why you’re making a decision and be able to explain it to your family. We want this for you, too. We have worked with many women in similar situations, and we are here to make investment management interesting and understandable for everyone, so you can invest intelligently—on your terms.
Bartlett offers every aspect of financial planning and wealth management, so you can come to your advisory team with all of your questions, concerns, and aspirations.
How we collaborate to reach your hopes and goals
We approach relationships with the intention of understanding you and your hopes, needs, and goals. It is a time for us to listen and ask questions like: What brings you joy? What does legacy mean to you?
Your advisory team begins to create a plan. We collaborate with you to develop a strategy that both your head and your heart can get excited about. As difficult decisions arise along the way, we will be there to help you through them.
We will set your plan in motion. You and your team will continually re-evaluate and adjust as your life changes. We will be looking out for your investments while you focus on building into your workplace, community, and family.
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