Stephen Meuris, MBA
Financial Advisor – Chapter Director
68 Rockwood Court,
I have worked in the financial services the last thirteen years. I began my career at Charles Schwab and was part of the internet revolution for individual investors. While online brokers gave clients unprecedented access to information and reduced trading costs, this did not necessarily translate into better investment decisions as the dot.com boom and bust made clear. By that time, I was on the research side of the San Francisco investment bank, Robertson Stephens. I experienced firsthand some of the conflicts of interest that influenced the financial services industry.
After completing my MBA at the University of San Francisco, I moved to the alternative investment space, selling various investment partnerships through financial advisors. It was during this time that I experienced what I can only describe as a crisis of conscience. My personal misgivings about the investment business were further confirmed by the global financial crises that followed.
I questioned if I even wanted to continue my career in the investment industry. However, I had worked with a few financial advisors (and read articles and blog posts by more) who were leading a revolution in the world of financial advice and investment management. I joined the group, Topel and DiStasi Wealth Management in Berkeley, CA and spent the next four years learning and developing my philosophy on financial planning and investment management.
Having lived in San Francisco for 30 years, I have strong connection to the City. Professionally I have developed a great network of real estate, legal and financial professionals. Outside of work, I spend my time entertaining friends, cooking, travelling, and getting to yoga class. I also do volunteer work including acting as the San Francisco Chapter Director for the Foundation for Personal Financial Education.
Darik T. (Spyder) Heaney
Mortgage Professional – Member
68 Rockwood Court,
Darik has substantial tenure in mortgage finance, coming into it by way of the bond market, and business development in the software space. He has developed a deep knowledge of the technical aspects of the business working with one of the longest-operating mortgage brokers in California (that recently merged with Home Point Financial). This experience has given him a broad knowledge of financing strategies beyond traditional bank offerings and deep insight.
A real estate loan, for home or investment, is always a significant obligation that needs to be tailored to fit in with the homeowner’s or investor’s complete financial picture. It is so incredibly important that real estate investors are thoroughly educated about every aspect of their financing as well as analysis of concurrent opportunities for their monthly and upfront investments. The most gratifying aspects of his business is communicating this knowledge and working closely to understand and know the people with whom he gets to engage.
Darik is a great asset to FPFE workshop series and provides solid insights and education California employees via the Foundation for Personal Financial Freedom –helping develop well rounded, financially sophisticated, employees who can better manage their financial future.
Real Estate Professional – Member
68 Rockwood Court,
As a German-born second-generation real estate professional, I build on the work ethics of my father and believe in a consultative and creative approach for all my clients.
• Full-time Realtor since 2002 in San Francisco
Buying or selling a home is a VERY important decision. I specialize in the San Francisco real estate market since 2002 and I am well qualified to assist you with your real estate needs. Please visit my web site www.markpeschel.com to learn more, connect with me on LinkedIn & read client reviews about me on Yelp & LinkedIn.
My experience includes Single Family Residences, Condominium’s, TIC (Tenancy-in-Common), Multiple Units as well as Investment/Income properties (Commercial included). Property Management is also part of my skill set as a San Francisco real estate professional.