Tag Archives: philanthropy

Optivest Finalist for Corporate Philanthropy Award

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.

 

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When Financial Advisors Become Philanthropists

To Give or Not to Give?

(As reported in Barron’s Magazine, June 2015) – That has been the question faced by people of means for many millennia. It’s also one we help our clients address here at Optivest Wealth Management. CLICK HERE to check out this interview with Optivest CEO Mark Van Mourick on Barrrons.com.

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Optivest Foundation

The Passionate Heart of a Dana Point Entrepreneur

Family Lesson Inspires Unique Model for Corporate Giving; Changing the Lives and Hearts of Employees and Charities Around the World

Unlike most financial advisors, Mark Van Mourick did not earn his stripes on the back of a client’s portfolio. He lost both parents in a plane crash at the age of 12 and bounced around several foster homes,

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