Penny Chin Bacharach, CFP®

With over 30 years of investment experience, there is no doubt the investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment strategies are most appropriate for them and a strong relationship with a trustworthy representative who has a clear understanding of their needs.

APPROACH

Education is the foundation of sound investment decisions and Penny's first priority is educating her clients and presenting the world of investment in language they can understand.

The freedom of creating comprehensive financial strategies that focus on client needs and objectives is paramount.  As a full-service Financial Consultant, her clients are offered an assortment of quality, non-proprietary investment choices.  Being a fully independent consultant ensures that client’s interests come first.  Independence allows her to maintain a constant commitment to assisting her clients pursue their goals.

COMMUNITY

Penny has been involved in many community service activities. She has been an active participant in in her neighborhood community of 25 years. In addition, she has served as the North Bay Regional Rep at Branson High School, Treasurer at Mark Day school, Team Manager for St. Anthony’s CYO and Next Play AAU basketball teams. She also enjoys volunteering at local food banks.

INTERESTS

Penny currently resides in Novato, CA with her husband, Jason and son Ming. In her spare time, Penny enjoys reading, being a gym rat,  running the Dip Sea with her family, as well as boating, skiing and taking her Aussie for long walks.

QUALIFICATIONS

• CERTIFIED FINANCIAL PLANNER ®
• University of Southern California B.S. – Business Administration
• Financial Industry Regulatory Authority (FINRA)  Series 7, 24, 63, 65 held through LPL Financial
• Financial Consultant  since 1986

CA Insurance License #0A34454