| Name | Title | Contact Details |
|---|---|---|
Stuart Evans |
Chief Compliance Officer | Profile |
Maureen Kiefer-Goldenberg |
Chief Compliance Officer | Profile |
Rosetta Financial Advisors is a Saint Louis, MO-based company in the Financial Services sector.
Canby Financial Advisors is a Framingham, MA-based company in the Financial Services sector.
Custom Credit Systems is a Richardson, TX-based company in the Financial Services sector.
Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
The goal of all investors, companies and organizations is to achieve a monetizing event, such as the ability to raise capital, perform meaningful research and development, license or commercialize products, reach profitability or execute a strategic transaction. The people who work at Bloom Burton have deep knowledge in medicine, science, patent and corporate law, finance and healthcare invention, development and commercialization. The Bloom Burton team has been dedicated exclusively to the healthcare investment industry for more than a decade and, as a result of our deep expertise and experience, our clients achieve a faster path to their monetizing events.