Press Releases

Rawdin-Baron Financial, Inc. Announces Name Change to Reason Financial

Feb 12, 2015

 

SAN DIEGO--(BUSINESS WIRE)--Rawdin-Baron Financial, Inc., a comprehensive financial planning and tax services firm, announced today that it is changing its name to Reason Financial: A Rawdin-Baron Financial Company. The name change, and corresponding new logo and brand, reflect the company’s commitment to serving the growing needs of its clients well into the future.

“Our company has grown with the addition of financial advisors Steve Pollock and Sean Storck and expanded the area it serves through a partnership with Financial Accounting Services in Temecula, California,” says Bruce Rawdin-Baron, company founder and financial advisor. “We chose our firm name to reflect our analytic approach, and the vitality we bring to our clients and our work each day.”

After an extensive exploration process with the Brand Consulting Group at 1st Global, the team chose Reason Financial because it reflected their approach to helping clients make rational, informed and well-reasoned financial decisions.

To unveil the new name and logo, Reason Financial is releasing a video that discusses the philosophy behind the choice. Watch the video here.

About Reason Financial

Reason Financial is a wealth management firm that has been delivering comprehensive financial and tax services to Southern California for over 30 years. Comprised of Bruce Rawdin-Baron, Steve Pollock, EA, CFP®, Sean Storck, EA, CFP®, and Nicole Albrecht, EA, Reason Financial customizes and implements wealth care solutions that provide a focused methodology for the growth and protection of clients’ assets. Reason Financial’s approach to the wealth management process allows the firm to offer a high level of integrity, service and expertise that can help enable individuals and families to meet their overall wealth goals.

Learn more about Reason Financial at www.YourReason.com.

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Drive, Suite 1200 in Dallas, Texas, 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Securities through 1st Global Capital Corp., Member FINRA and SIPC. Registered Representative of 1st Global Capital Corp. Placing business through 1st Global Insurance Services, Inc. Investment advisory services offered through Rawdin-Baron Financial, Inc. Rawdin-Baron Financial, Inc. and 1st Global Capital Corp. are unaffiliated entities. Rawdin-Baron Financial, Inc. is a Registered Investment Adviser. Reason Financial is a DBA of Rawdin-Baron Financial, Inc. Registration does not imply a certain level of skill or training. We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, District of Columbia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Nevada, New Mexico, New York, Oklahoma, Oregon, Virginia, and Washington. This is not an offer to sell securities in any other state or jurisdiction. CA Insurance #: Bruce Rawdin-Baron #0736631, Steven W. Pollock #OE98073, Sean P. Storck #OF25995, Nicole Albrecht #0F99962.


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