RECIPE FOR FINANCIAL SUCCESS:  Setting the Table... Investing with a Purpose Thursday, November 29th - WheelerFrost Happy Hour at Mission Brewery - East Village San Diego Join us for our November "Recipe for Financial Success" Happy Hour at Mission Brewery in the East Village Downtown.   Come enjoy drinks, appetizers, and interesting information! Thursday, November 29, 2012   6:00pm to 8:00 pm   Mission Brewery - Downtown  1441 L Street, San Diego, CA 92101 You're welcome…

WheelerFrost Assistant Portfolio Manager, Anders Norrman, was awarded the Chartered Financial Analyst ("CFA") credential on September 1, 2012.  The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today's investment industry. It also emphasizes the highest ethical and professional standards.  Anders, a native of Sweden, has worked in various capacities for the Portfolio Management…

WheelerFrost is sponsoring the National Conference for the Sports Financial Advisors Association. SFAA 8th Annual Conference - October 25 & 26, 2012 Hilton San Diego Airport Harbor Island1960 Harbor Island DriveSan Diego, California 92101 The Sports Financial Advisors Association (SFAA) is hosting its 8th Annual Conference in San Diego on October 25th and 26th, 2012. SFAA is a group of leading financial advisors that come together to address the unique financial circumstances of sports professionals.…