Many of our readers know that HBA offers a complete range of financial services through Arxis Wealth Management. As of February 1, we have a new Director of Financial Services - Denise Ferrari. A Certified Financial Planner and Life and Disability Insurance Agent, Denise has been working as a professional in the financial services industry since 1978. Prior to joining the firm, Denise was not a loyal Taxing Details reader. In spite of that, we still hired her. Seriously, she has worked with many different individuals and businesses to manage all aspects of their financial needs. She was also an executive at Bank of America, where she started the Premier Banking Group and provided financial advisory services to their high-wealth clients. From asset allocation, to risk management, retirement planning, life and disability insurance and more, Denise is happy to work with you and your CPA to help provide you with a personalized financial plan. (Just don't ask her for help filling out your NCAA Tournament bracket. Trust us, you'd be sorry.) To set an appointment with Denise and your CPA, please call Arxis Wealth Management at 805-306-7850.
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