August 2024

August Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce August’s Employee of the Month winner – Jenn Wallace, Practice Management Consultant Jenn’s dedication to learning and helping whenever needed has made a significant […]

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August’s “Ask Away” Advisor Spotlight

Continuing our “Ask Away” Advisor Spotlight Series! In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their distinct insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on a different advisor, unveiling

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An Unforgettable Evening at Focus 2024: Elephant Odyssey at the San Diego Zoo

As the sun set over San Diego, the atmosphere at Focus 2024 was anything but ordinary. Financial Resources Group had the incredible opportunity to host our advisors, executives, and their guests for a truly wild experience at the San Diego Zoo’s Elephant Odyssey exhibit. This special event was the perfect blend of professional engagement and

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