FREE Investment Symposium presented by Integrity Wealth Management

Investment Symposium presented by Integrity Wealth Management

AssetMark Strategists present:Pursue Your Goals With Confidence

July 18 | 5:30 - 8:30PM Dinner Provided, Complimentary Valet Parking

Andrei's Restaurant, 2607 Main St, Irvine, CA 92614

PLEASE JOIN US! RSVP for You and Your Guests

Family, Colleagues, Friends, Adult Children are all Welcome and Encouraged to Attend!

Meet the Speakers!

Meet Ralph G. Adamo President & CEO, Integrity Wealth Management

Ralph Adamo began his career in the financial services industry in 1985, quickly recognizing that clients require broader services and a personalized plan to address their concerns and needs in today’s complex world. His clients soon realized that he had an inherent ability to go beyond the surface and understand the deeper emotional elements underlying financial issues and those clients referred their friends, family, and colleagues to him. His portfolio of business grew steadily.

From career inception and over the years Ralph prepared himself to address the increasingly complex array of financial services that comprise a truly comprehensive and far-reaching multi-generational wealth management program by acquiring the well-respected ChFC, CLU credentials along with a Master of Science in Financial Services (MSFS) from The American College. He is an investment advisor representative (IAR).

Driven by a singular focus on helping clients achieve their lifelong financial goals, Ralph has established successful long-term relationships with clients in many fields of endeavor nationwide. He strives to be a highly effective specialist on his own, but often serves as a catalyst to bring top level integration of a client’s overall wealth plan by working collaboratively with the client’s team of professionals, seeking to achieve results that exceed expectations. He is passionate about gaining knowledge and applying it wisely. Ralph founded Orange County’s Chapter of Advisors in Philanthropy and was President 2012-2014, and also served as a Board Member of The International Association of Advisors in Philanthropy from 2011-2014. Ralph is the author of Integrity @ Work – using the integrity process to pinpoint true north.

In 2003 Ralph Adamo formed Integrity Wealth Management and began developing what became the proprietary WealthTracTM FORMula. He has built a team of professionals that provide clients with the collective experience and an insightful creative strategy to help achieve their lifelong financial goals. Ralph and Integrity accept new clients on an introduction basis only, from a national network of accountants, attorneys, other professionals, as well as existing clients.Ralph has been a resident of Orange County, CA for most of his adult life. Ralph is anenthusiastic supporter of the local educational and charitable programs in Orange County, such as Habitat for Humanity, Families Forward, CHOC Children’s Hospital and is a proud Chief Emeritus of his daughter’s Indian Princess Tribe and coach to his son’s soccer team.

Meet Bill McGowan Regional Consultant - AssetMark

Bill provides business development support, practice management and investment consulting expertise to financial advisors operating in Southern California. He has over 35 years of experience in the financial services industry where he helps financial advisors find successfulcomplex needs of high net worth investors and the knowledge of the services and investments required to deliver the outcome that will preserve their legacy for generations to come.Bill joined AssetMark in 1997 and has been instrumental in the growth of the firm into a leader in the financial services industry. He often speaks at financial advisor events as well as investor conferences. In his free time, he enjoys hiking, football weekends and traveling with his family.

Meet Aaron M. Newland, CFP®Managing Director, CIBC

Aaron M. Newland is a managing director in CIBC Private Wealth Management's Newport Beach office, with morethan 31 years of experience in investment management and estate planning.

His background includes working as a vice president for First American Trust, FSB, and in the inception and management of an independent registered investment advisory business located in Long Beach, California. In these roles, he worked with individuals and owners of closely-held business entities in the areas of retirement, business succession and wealth management.

Previously, he served as a vice president with Fidelity Investments Personal Trust Services, where he worked with high net worth families to design and implement investment and estate planning strategies to meet their needs.

Aaron received a Bachelor of Science in finance from Bentley University in Waltham, Massachusetts, and holds the CERTIFIED FINANCIAL PLANNER™ certification. He was formerly on the board of directors of the Financial Planning Association of Orange County, California.

Aaron has also been involved with the Long Beach Memorial Medical Foundation and is a member of the Long Beach Estate Planning Council.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

Meet Andy Hyer, CFP®, CIMA®, CMTClient Portfolio Manager

Andy Hyer is a Client Portfolio Manager at Nasdaq Dorsey Wright in Pasadena, CA. He is responsible for sales and service of investment strategies across Dorsey Wright’s separately managed accounts and ETFs.

Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a CERTIFIED FINANCIAL PLANNERTM, Certified Investment Management Analyst, and a Chartered Market Technician.

He enjoys running and biking. He is married and has five children. He holds a B.S. from Utah State University with a dual degree in Finance and Economics.

Meet Mike Constantino, BFA™State Street Global Advisors, Model Portfolio Solutions, Sales Consultant

Mike is a Sales Consultant at State Street Global Advisors responsible for consulting with Financial Advisors on portfolio construction and creating scalable efficiencies in their practice. He provides sales and service support to new and current relationships across the United States. He has a proven track record for consulting and development across multiple business lines. His 15 plus years of experience range from corporate sales and operations to financial advising and consulting. Originally from New York, Mike spent 4 years in Boston, MA, before relocating to Scottsdale, AZ where he and his family currently reside.

Certifications and Licensing:

BFA™ - Behavioral Financial Advice

Series 7 – General Securities Representative

Series 66 – Uniform Combined State Law

Meet Samuel Reinhart, AAMS®, CSRIC™Vice President

Sam is a vice president of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM). He is a regional director for the firm’s independent/financial institution sales team, marketing Eaton Vance, Parametric, Atlanta Capital, Calvert and MSIM products in Southern California. He joined Eaton Vance in 2015. Morgan Stanley acquired Eaton Vance in March 2021.

Sam began his career in the investment management industry in 2014. Before joining Eaton Vance, he was an investor services consultant at Brown Brothers Harriman.

Sam earned a B.A. from Dickinson College. He holds the Accredited Asst Management Specialist (AAMS®) and Chartered SRI Counselor (CSRIC™) designations.

Meet Damian Eckstein

Damian Eckstein is a wealth management consultant at Capital Group, home of American Funds, covering Orange County, California. He has 25 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Damian was a vice president at Franklin Templeton Investments.

He holds a bachelor’s degree in economics from the University of California at Davis. He also holds the Certified Investment Management Analyst® designation and is a member of the Investments & Wealth Institute and the Financial Planning Association. Damian is based in Orange County, Calif.

Meet John Leonard, CIMA®

John Leonard, Executive Director, is a client advisor for the Retail Asset Management Group of JP Morgan in Southern California. An employee since 2007, John is part of the Client Advisory team that is responsible for all equity, fixed income and alternative investment strategies for JP Morgan’s retail advisers. John’s responsibilities also include financial market commentary within JP Morgan’s Market Insight series and Guide to the Markets, providing key insights on the Global Markets for financial advisers and their clients.

Prior to joining JP Morgan, John has spent 20yrs in the financial industry working with firms such as, First American and USAllianz, in management and retail sales. He holds a B.A in Communications and Political Science from the University of California/ San Diego and holds FINRA Series 7, 63 , 65 licenses and a Certified Investment Management Analyst designation, CIMA®.

Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Host or Publisher Integrity Wealth Management