Kelly Trevethan discusses financial planning in the San Francisco area with InvestmentNews

Published Date:

Sun, 12/05/2010

United Capital's Managing Director Kelly Trevethan discusses financial planning in the San Francisco area with InvestmentNews

Source: InvestmentNews

Liz Skinner of InvestmentNews features insight from Kelly Trevethanof United Capital of San Francisco, on financial planning for the high net worth in the San Francisco area. “Companies like Facebook, Google [Inc.] and Oracle [Corp.] have created enormous wealth, and that creates a tremendous client base,” Trevethan explains.

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