August 2016: Optivest Wealth Management has been nominated and chosen as a 2016 finalist for the Invest in Others Charitable Foundation’s Corporate Philanthropy Award for its company-wide generous giving initiatives. Optivest advisors and employees are proud that the firm continuously donates 10% of gross revenue to philanthropic organizations worldwide through the Optivest Foundation.
“Invest in Others amplifies the charitable work of financial advisors, employees, and their firms by sharing their stories and awarding funding to the non-profits they care so much about.” Click here to learn more about the Invest in Others Charitable Foundation.
(As reported in the Orange County Business Journal, July 11, 2016):
In Spring 2016, Optivest announced Dee Cinquegrani as the company’s new Vice President of Finance and Development. Dee serves Optivest clients with over 20 years of experience in Business Development & Planning, Accounting and Human Resources. Her specialized contribution includes developing the OptiWealth online financial aggregator and working closely with CPAs, Attorneys and industry leaders to offer Optivest clients the peace of mind they deserve.
Dee is a member of AICPA, CalCPA, is a California Notary Public, holds a real estate Salesperson license for California, and is a graduate of Cal-State Fullerton. True to the Optivest culture that giving is living, you can often find Dee supporting local charitable organizations and community programs.
READ FULL Article: OCBJ People on the Move
(As reported in the Orange County Business Journal, September 7, 2015): “…Dana Point-based Optivest Foundation is the only newcomer to the list. It made $604,058 in total contributions last year, with $302,497 of that given to Orange County charities. Optivest is ranked No. 25. It was founded in 2007 and is funded by 10% of the gross revenue of Optivest Inc., Optivest Properties LLC, and Optivest Investment Banking, according to the foundation’s website. It has invested more than $2.3 million in local and international areas since 2007.
Trish Van Mourick, who founded the Optivest Foundation with her husband, Mark, said the rise in contributions can be attributed to the Optivest companies’ increased profitability in recent years. The foundation donates mostly internationally, with some local giving, and to Christian-based causes.
‘We have multiyear projects in Rwanda, Zambia, and India, and focus on projects that will be
sustainable in the future,’ Van Mourick said. ‘We are passionate about international projects because we really see our investment dollars go so much further.’ One of the current projects listed on the foundation’s website is the Freedom Climb, an annual event when women from around the world climb Mount Kilimanjaro to ‘raise global awareness, prayers, and funds for women and children who are oppressed, enslaved, exploited, and trafficked throughout the world.’ ” CLICK HERE TO READ FULL ARTICLE
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