Issue link: http://www.epageflip.net/i/992384
THOMAS J. SCHEFFLER President EDUCATION M.S.-Investments,GoldenGateUniversity-1990 M.B.A. - Taxation, Golden Gate University - 1986 Award for Professionals in Taxation, UCLA - 1983 Professional Designation in Personal Financial Planning, UCLA - 1982 B.A., University of Michigan - 1962 EXPERIENCE 50 years experience in the financial services field. FINANCIAL PLANNING, INVESTMENT ADVISORY, TAX PLANNING AND TAX PREPARATION SERVICES 30 years providing comprehensive financial planning and investment advisory services for high income/high net worth clientele on a fee-only basis, in San Francisco. Conducts indepth analysis of tax planning, investments, retirement planning, estate planning and risk management. Follow-up with clients and their professional advisors in implementation of recommendations. Registered Tax Preparer with the Internal Revenue Service and the State of California. Preparation of individual, trust, gift, estate and business tax returns as well as income tax planning for high income/high net worth clientele. ESTATE PLANNING 10 years as a Director of charitable estate planning programs at major universities; UCLA, Princeton University and the University of Washington. Advised individuals with substantial net worth on tax, financial and estate planning techniques in securing financial resources for these institutions. Cooperated extensively with professional advisors in the implementation of donors' financial and estate plans. INVESTMENT SECURITIES 5 years as a Registered Representative with New York Stock Exchange firms, in San Francisco. Extensive experience in dealing with all forms of corporate, municipal, federal and money market securities. 5 years as an Investment Officer with major banks, in San Francisco; Bank of America and Wells Fargo Bank. Advised institutions, corporations and individuals on securities investments. Experience in securities analysis and portfolio management. • 358 CAMELLIA CIRCLE-BLDG 3 • LARKSPUR, CA 94939-1561 • TEL 415/945-3289 • FAX 415/945-3264 • EMAIL: schefflerfinancial@comcast.net FinancialandInvestmentAdvisors SCHEFFLER FINANCIAL SERVICES, INC. S F S A Marketing Supplement of the Marin Independent Journal | marinij.com Senior Living June 10, 2018 19