Be WELLthy Blog

Austin Flora, CFA, CAIA

May 18, 2026 |
How do I help our clients Live a Richer Life®? It all starts with a client’s core values. Values tell us what matters regardless of outcomes. With…
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Mitchell Kotheimer, CFP<sup>®</sup>
May 11, 2026 |

Mitchell Kotheimer, CFP®

How do I help our clients Live a Richer Life®? As a personal CFO, I help clients Live a Richer Life through understanding…
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Erin Grove
April 28, 2026 |

Erin Grove

How do I help our clients Live a Richer Life®? As a member of the PCFO team, I am dedicated to supporting our…
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Jane Anderson
April 28, 2026 |

Jane Anderson

How do I help our clients Live a Richer Life®? I work alongside an exceptional team to help clients enrich their lives in…
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Heather Goddard, CFP<sup>®</sup>
April 24, 2026 |

Heather Goddard, CFP®

How do I help our clients Live a Richer Life®? I have the privilege of helping our clients live richer lives by building…
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Mary Ipina-Barajas
February 18, 2026 |

Mary Ipina-Barajas

How do I help our clients Live a Richer Life®? I help clients live richer, more fulfilling lives by leading with kindness, prioritizing…
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Katie Hafner, CFP<sup>®</sup>
February 13, 2026 |

Katie Hafner, CFP®

How do I help our clients Live a Richer Life®? I help clients Live a Richer Life® by giving them clarity and confidence…
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Jaclyn Sherry
February 13, 2026 |

Jaclyn Sherry

How do I help our clients Live a Richer Life®? As Managing Director of our San Francisco office, my goal is to provide…
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