Mike Anderson is a nationally recognized investment company executive and licensed fiduciary.  Based in Los Angeles, California, he is Executive Vice President of Finestone Partners, an Independent Registered Investment Advisor. In a career spanning more than 35 years, Mike has managed over $3 billion in client assets, advised over 25,000 clients to and/or through retirement, and managed assets in the highest tier of American business, the Fortune 100. He has served as a board director and executive officer for organizations on both the regional and national levels. As a two-time graduate of UCLA, Mike is engaged in alumni leadership, university governance, and campus-wide philanthropy.  In 2017, he was nominated and elected as a life member of the UCLA Order of the Golden Bruin by his peers for exemplary service to the University.

He has produced and hosted financial internet podcasts for many years, including his current project, The Anderson Files. He and his wife Denise live in Chatsworth, California.

Barbara is the founding Principal of Schwartz Retirement Benefit Strategies.  In her career spanning over 40 years, she was a Principal at both KPMG and Arthur Andersen, prior to starting her own business in 1999. She specializes in Retirement Plan design, Administration, taxation and compliance using IRS and DOL correction programs.  She has received awards for both outstanding client service and technical expertise during her career.  She advises clients on how to optimize their retirement programs, whether they employ 1 to 70,000 employees.  Barbara's undergraduate degree is in mathematics from Vassar, and she received an MBA in Finance from the Anderson School at UCLA. 

She and her husband Peter, their son Robert and two dogs live in Marina del Rey, CA. 

Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.

Cost: Free

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