CONFERENCE CALL ARCHIVES
Weaver Consulting Group is family-run business led by CRPC-Certified Advisors in Huntington Beach, CA. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle.
This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Weaver Consulting Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns.
Our guest speaker is Franco Ditri who serves as an investment specialist in the Fixed Income Division. He covers the full range of fixed income strategies, working closely with clients, consultants, and prospects in the intermediary channel in North America. Franco is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Franco's investment experience began in 2010, and he has been with T. Rowe Price since 2020, beginning as an investment specialist in the Fixed Income Division. Prior to this, Franco was employed by Invesco as a senior client portfolio manager. Before that, he was employed by Brandywine Global Investment Management as a regional relationship manager. He also was a sales trader at Susquehanna International Group, a senior financial analyst at Amazon, and a finance leadership development program analyst at Lockheed Martin.
Franco earned a B.S., summa cum laude, in finance/international business from Philadelphia University and an M.B.A. in finance, investment management, and capital markets from Yale University. He also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Weaver Consulting Group is not affiliated with T. Rowe Price and/or their associates.
DIAL-IN INFORMATION
Every 3rd Wednesday of the month
1:00 PM – 1:30 PM
Phone Number: (714)509-0165
Access Code: 340581
Weaver Consulting Group is not affiliated and/or associated with any company mentioned on these conference calls. Weaver Consulting Group is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Weaver Consulting Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Weaver Consulting Group unless a client service agreement is in place.
Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years. It is our priority to act in the best interest of each person that we work with. Therefore, the experience you have with our firm is individually tailored. We strive to include all aspects of your personal and financial goals when consulting.
We like to take the time to get to know somebody, their story, their background. Also, we would like to know where they want to be in five or 10 years. Our job at Weaver Consulting Group is to work with clients and monitor their risk tolerance in portfolios. Every three to four months we have comprehensive reviews to ensure we are meeting clients’ needs. Each individual has specific goals we must take in to account when creating and managing their portfolio. We individualize every relationship to create a community of confident, informed and inspired retirees.
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