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Most Recent Reports from
HC Financial Advisors, Inc.

Market Review – Our quarterly update on the stock market and the economy

Quarterly Newsletter - Financial Planning Reminders is our newsletter with articles related to such financial planning topics as retirement planning, insurance, estate planning, tax updates, and budgeting matters.

News from HC Financial Advisors, Inc.

Peggy S. Cabaniss named one of the Top 50 Women in Wealth Management for 2008 and 2009 by Wealth Manager Magazine.

Community and Professional Involvement

Members of our team have either served on the boards and committees of the following organizations or have donated time, energy, or funding. The many organizations we have supported over the years include:

American Association of University Women
Boy Scouts of America, Troop 212
Brighter Beginnings (Oakland)
Danville Sea Devils
Emily’s List
Ironhorse Mothers’ Club
Moraga Education Foundation
Moraga Education Foundation Endowment Fund
Moraga Planning Commission
Moraga School District, Governing Board
Trips for Kids (Marin)

In addition to these organizations, members of our team belong to the following professional organizations or have served on their boards or committees:

* CFA Society of San Francisco
* Chartered Financial Analyst (CFA) Institute
* Earned Assets Resource Network (EARN)
* Financial Planning Association (FPA)
* Financial Women’s Association (FWA)
* NASD Arbitration
* National Association of Personal Financial Advisors (NAPFA)