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Rick Kasner

Rick Kasner is a retired banker who worked with California Bank & Trust, Vineyard Bank, and other leading Southern California banks. During the last 10 years, Rick has attended national conferences for Pacific Life, First Financial Resources, and other organizations that provide retaining regarding charitable estate planning strategies and related insurance transactions. He and his wife Julie have developed strong interests in philanthropic activities through their church and through Julie's work as a Certified Financial Planner. Rick's banking background helps him evaluate financial statements and apply fiduciary standards when serving on the board of the Family Office Foundation.

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.