Our Santa Clarita Family Wealth Summit featured a panel of world class financial experts

Click here to watch a :90 second highlight clip of our first
Santa Clarita Family Wealth Summit.


Our panel of world-class featured speakers:

Catherine Austin Fitts headshot

Catherine Austin Fitts
President, Solari, Inc. & managing member of Solari Investment Advisory Services

Arif M. Halaby headshot

Arif M. Halaby
President/CEO, Total Financial Solutions

Amy Smith headshot

Amy Smith
Market Commentator, Investor’s Business Daily

Robert Donaldson headshot

Robert Donaldson
Founder and CEO of Advisory Group West

Brian Clark headshot

Brian Clark, CRPC
Alternative Investment Specialist, Reliant Life Shares

Collin Rigler headshot

Collin Rigler
Senior Vice President, RBC Wealth Management


Wealth Summit in Valencia / 2017 Speakers

Catherine Austin Fitts headshot

Catherine Austin Fitts
President, Solari, Inc. & managing member of Solari Investment Advisory Services
www.solari.com

Catherine Austin Fitts is the president of Solari, Inc., publisher of the Solari Report, and managing member of Solari Investment Advisory Services, LLC. Catherine served as managing director and member of the board of directors of the Wall Street investment bank Dillon, Read & Co. Inc., as Assistant Secretary of Housing and Federal Housing Commissioner at the United States Department of Housing and Urban Development in the first Bush Administration, and was the president of Hamilton Securities Group, Inc. Catherine has designed and closed over $25 billion of transactions and investments to-date and has led portfolio and investment strategy for $300 billion of financial assets and liabilities.

Catherine graduated from the University of Pennsylvania (BA), the Wharton School (MBA), and blogs for the Solari Report at solari.com, which offers subscribers a unique perspective on how to navigate the opportunities and risks in the global financial system and political economy.

2017 Presentation Description: The new administration has a Cabinet of successful doers, many with significant experience in business, investment and philanthropy. The Republican party has maintained a Congressional majority in the US Senate and House and at the state level with 32 legislatures and 33 governors - polls show rising confidence in the business community and the financial markets.

What does this mean for our families? What opportunities do our families now have to start a new road to wealth; to protect and grow our money and keep it away from taxes? How do we win financially for our families regardless of politics or the economy? Are businesses now going to thrive due to President Trump lifting regulations?

Catherine will look at the first 100 days of the Administration:

  • Accomplishments and Challenges for President Trump
  • What Can We Expect From Washington This Year?
  • What Does This Mean for Our Economy?
  • What Does This Mean for You and Your Portfolio?

Catherine's presentation will leave time for Questions & Answers and a lively discussion. Discourse in America under President Trump is both live and lively because that is what democracy and markets are all about!


Arif M. Halaby headshot

Arif M. Halaby
President/CEO, Total Financial Solutions
www.tfswealth.com

Arif M. Halaby has helped families with retirement income planning since 1996 and is President and CEO of Total Financial Solutions, Inc. He is insurance licensed in 14 states+ and specializes in retirement strategies. He also holds the designation of CEP as a Certified Estate Planner in CA. His passion for education resulted in the formation of Total Money School in 2002. He has taught financial principles as a guest speaker throughout the Western United States at various schools, PTA events, and numerous companies through Total Money School’s Lunch-n-Learn program. Through Arif’s community involvement and charitable outreach efforts, he has impacted many individuals and families across Southern California. He created an event named “Leaders of Character” which benefits local Boy Scouts while honoring those who have made a difference in their community. He has also served on the boards of the Western Los Angeles Boy Scouts of America, Providence Holy Cross Hospital, Help the Children, Habitat for Humanity, College of the Canyons and the Los Angeles Police Department Mission Community Advisory Board. Since 2004, Arif has hosted a top-rated financial radio show in Santa Clarita on KHTS AM 1220, “The Safer Money Hour”, airing Tuesdays at Noon. His show prides itself on exposing scams and clarifying important financial topics for its listeners.


Amy Smith headshot

Amy Smith
Market Commentator, Investor’s Business Daily
www.investors.com

Amy Smith is the work horse legend at IBD (Investor's Business Daily). She’s had a long run with her radio show, How to Make Money in Stocks, and travels the world teaching in IBD’s workshops helping people master the art of investing in the stock market. Amy trained under the legendary William O’Neil, one of the most successful investors of all time, right up there with Warren Buffet. William O’Neil is also founder of Investor’s Business Daily and his book, How to Make Money in Stocks, has sold millions of copies worldwide.


Robert Donaldson headshot

Robert Donaldson
Founder and CEO of Advisory Group West
www.advisorygroupwest.com

“Organizing, prioritizing and optimizing for high net worth”. — Robert Donaldson

Robert Donaldson is Founder and CEO of AdvisoryGroupWest. As an accomplished Chartered Financial Consultant crafting personal, specific and clear strategies for the high net worth investor, Bob’s 40 years of practice led to the creation of AdvisoryGroupWest’s comprehensive ‘Financial Fitness for Life’ services. Your personalized educational experience works to elevate your confidence that each choice you make is integrated for improved Asset Protection, Lifetime income, Diversified Investments and Estate Preservation. Established in 2003, AdvisoryGroupWest is an independent Registered Investment Advisor dedicated to providing values based, comprehensive solutions exclusively using a client best interest standard to retirees and pre-retirees where failure is not an option. His favorite mantra is Organize, Prioritize, Optimize.

Robert Donaldson is a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser. Additional advisory services offered by Advisory Group West, a registered investment adviser, are separate and unrelated to Commonwealth.


Brian Clark headshot

Brian Clark, CRPC
Alternative Investment Specialist, Reliant Life Shares
www.ReliantLifeShares.com

Brian Clark, as an alternative investment specialist, serves as the Director of Business Development for Reliant Life Shares, LLC.  Based in Southern California, Brian has been helping financial advisors grow and improve their practices for more than 15 years.  A former aerospace engineer and financial advisor himself, he brings a very unique combination of technical expertise and analytical skills, as well as real-world experience and practicality.

Brian holds the FINRA Series 7 & 63 licenses and the designation of Chartered Retirement Planning Counselor™ from The College for Financial Planning®, and he views his role as a financial professional simply as this: Take care of the client’s needs in everything we do, and the rest will take care of itself.

For the past eight years, Brian’s experience has been focused on alternative investments and strategies, and the value they can bring to an investment portfolio through their non-correlation to the primary investment markets.  Brian was attracted to the alternative investment opportunity provided by Reliant Life Shares, as it represents the ultimate expression of what an investor seeks when considering exposure to Alternatives in their asset allocation.

Brian graduated from UCLA with a BS in Mechanical Engineering and has held numerous leadership positions with such firms as Boeing, ING (Voya), AXA, and Nationwide Financial.


Collin Rigler headshot

Collin Rigler
Senior Vice President, RBC Wealth Management
www.rbcwealthmanagement.com

Collin Rigler is Senior Vice President at RBC Wealth Management is an extremely successful and confident wealth manager. As an applied economics major he understands markets and how to position for protection and growth. He helped take companies public, consults with colleagues that work in the Federal Reserve and has an impressive list of CEO and executive clients in a wide range of industries. He believes in having a portion of your portfolio constructed to outperform in down markets. Collin is one of our most successful speakers and wealth managers and we are privileged to bring his expertise to our audience.