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May 2023 - Market Update
What We Will Cover:
- Product Overview
- Offerings for 2023
- Financial Tools and Products

May 5, 2023 11:00 AM in Pacific Time (US and Canada)

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Speakers

Jeffrey Bangerter
President & Financial Coach @Bangerter Financial Services, Inc.
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care.
Rikki Foster
Vice President of Brokerage Operations @Bangerter Financial Services, Inc.
Rikki Foster is a fully licensed Financial Advisor at Bangerter Financial Services. Cutting his teeth as a local student/athlete, Rikki attended the University of California, Davis where he earned a Bachelors in Sociology with an emphasis in Organizational Studies. He got his start in business operating a local pool service company maintaining the books, client relationships/acquisitions and the day-to-day servicing of client accounts. During this time, Rikki coached a local 13U travel baseball team and was the strength training coach for a future major league baseball player. It was in these roles that Rikki found his passion in coaching and educating individuals. Rikki holds his Series 7 General Securities Representative and Series 66 Uniform Combined State Law Securities license as well as his life, health, & accident insurance license, and is a California Registered Tax Preparer (CRTP). He was named Five Star Wealth Manager in 2020. Rikki is currently pursuing his CFP credentials.
David Young, CFA
Founder & Chief Executive Officer @Anfield Capital Management, LLC
David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC - an investment management firm with a team of senior executives from top tier firms including PIMCO Bear Stearns, Jefferies & Co., etc. Anfield was founded with the objective of combining the experience and gravitas found in very large money managers with emerging manager creativity, flexibility and agility. Mr. Young has over 25 years of investment experience. Prior to founding Anfield Capital Management, Mr. Young spent 15 years with Pacific Investment Management Company (PIMCO), working closely with such notable investors as Bill Gross, Paul McCulley, and Mohamed A. El-Erian. Mr. Young is a Chartered Financial Analyst. He holds an MBA from the Paul Merage School of Business at the University of California, Irvine. He also received his undergraduate degrees in Economics and Political Science from the University of California, Irvine.

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