Two financial experts from Synergetic Finance in Seattle have been asked to speak to local organizations this month. John Angelo Flavin, ChFC®, CFP®, CFP®, CCIM® will speak to the East King County Gift and Estates group on December 8 about retirement plans. On December 13, Mark Girouard, MBA will speak to a group of business owners in the construction industry about business exit and valuation strategies.
Flavin serves as the senior relationship manager at Synergetic Finance, coordinating the efforts of Synergy’s other team members in the financial planning and investment process for their clients. He has a bachelor’s degree from Boston College and completed a post graduate degree in Baltimore, Maryland before moving to Seattle. In 1997, he was awarded the Cascade Association of Life Underwriters outstanding achievement award for his work in the financial services arena and, in 2000, he was named the fsic Broker of the Year for Outstanding Achievement. He is currently a candidate in the Chartered Life Underwriter (CLU) program.
With more than ten years of global experience in corporate finance, corporate development and investment management, Girouard serves as the Director for Synergetic Finance’s Business Valuation + Consulting™ and Mergers + Acquisitions™ teams. He has a bachelor’s degree in International Studies from the University of North Carolina at Chapel Hill and an MBA in finance from Boston College. He is currently finishing up the coursework to earn the AVA designation to become an Accredited Valuation Analyst.
In addition to Flavin and Girouard, Synergetic Finance employs a talented team of financial experts who specialize in financial management, business valuation, consulting and merger and acquisition services, including CEO and president Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP. Members of the Synergy team are frequently asked to speak to local organizations to help them understand complex financial concepts and strategies.
To request a speaker for your group or organization, contact Connie Peterson at Synergetic Finance at 206-386-5455. For more information about the Seattle firm’s financial services, please contact Synergetic Finance at 206-386-5455 or visit the firm online at http://SynergeticFinance.com or http://SynergeticFinance.com/blog.
About Synergetic Finance
Based in Seattle, Synergetic Finance is an integrated financial services firm — a financial ecosystem — specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments. Founded by Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, Synergetic Finance works with mid-sized and large businesses to manage their financial portfolios, streamline operations, plan for future growth and potential sale, mergers and acquisitions and more. In addition to offering its services directly to businesses, the financial experts at Synergetic Finance provide investment management services to affluent investors and educate the business community through classes, workshops and speaking engagements.