Awards and Recognition

“America’s Top 50 Independent Broker/Dealer Women Advisors in 2011” List Includes Retirement Capital Strategies Senior Managing Partner, Camilla Neri (January 2012) Registered Rep Magazine has named Retirement Capital Strategies’ Senior Managing Partner, Camilla Neri, one of the Top 50 Independent Broker/Dealer Women Advisors in 2011*

 

“Silicon Valley/San Jose Top 25 Wealth Advisors” list includes Retirement Capital Strategies’ Camilla Neri (May 2008) The Silicon Valley/San Jose Business Journal has named Retirement Capital Strategies’ Senior Managing Partner, Camilla Neri, one of the Top 25 Wealth Advisors in Silicon Valley/San Jose**

 

“America’s Top 100 Independent Advisers” List Includes Retirement Capital Strategies Senior Managing Partner, Camilla Neri (August 2007) Registered Rep Magazine has named Retirement Capital Strategies’ Senior Managing Partner, Camilla Neri, one of the Top 100 Independent Advisors*

 

“Top 100 Female Financial Advisers” List Includes Retirement Capital Strategies Senior Managing Partner, Camilla Neri – for the Second Consecutive Year (June 2007) Barron’s named Retirement Capital Strategies’ Senior Managing Partner, Camilla Neri, one of “America’s Top 100 Female Financial Advisors”***

 

Registered Rep Magazine featured an article on Camilla Neri as “The Wealth Preservationist” in the “ETF’s, A Special Report” Section (April 2007). An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information. You can obtain a prospectus from your financial representative. Read carefully before investing. International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

 

“Top 100 Female Financial Advisers” List Includes Retirement Capital Strategies, Senior Managing Partner, Camilla Neri (June 2006) Barron’s named Retirement Capital Strategies’ Senior Managing Partner, Camilla Neri, one of “America’s Top 100 Female Financial Advisors”***

 

Bloomberg’s Wealth Manager Magazine – Article “Sitting Pretty” (May 2006) An article on RCS’s use of technology

 

 

If you have any comments or concerns, please don’t hesitate to call us at 408-551-6100 or toll free 800-927-8314 and ask to speak with one of our financial advisors or complete the form below to send us an email.

Best Regards,

Retirement Capital Strategies
A Registered Investment Advisor
1190 Saratoga Ave, Ste. 140
San Jose, CA 95129
Tel (408) 551-6100
www.rcsadvisor.com

*Award based on assets under management, revenues and quality of practice, www.wcorg.com
**Award based on revenues www.registeredrep.com
*** Award based on assets under management, revenues and quality of practice, www.wcorg.com

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