Mindy Cantrell

Mindy Cantrell
Client Service Associate

(916) 924-7527
Email Mindy

Mindy works with Mike Genovese, Kevin Chang, and Peter Ashby assisting with client service, account administration, and portfolio reporting. In addition to her core responsibilities, Mindy manages the firm’s quarterly portfolio reporting and client communications activities.  Mindy joined Genovese Burford & Brothers in 2012, after two and a half years as an office manager with Zuke’s Landscape, Inc..

 

Not registered with Royal Alliance Associates or Genovese Burford & Brothers Asset Management

 

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here