Dec. 9, 2023

Valle Egypt with Kristen Hetzer

Valle Egypt with Kristen Hetzer

Kristin Hetzer began her career in the investment business as an account
 executive with Merrill Lynch and Company during 1982. She is a chartered
 market technician, certified investment management analyst, and
 certified financial planner. Ms. Hetzer provides portfolio management
 services to a diversified group of investors. Her clients include
 individual investors, trusts, corporations, and qualified retirement
 plans.
 
 Ms. Hetzer has worked in the financial industry for over thirty- five
 years. She is an active member of the Market Technician Association,
 past board member of the board of directors and past chair of the Los
 Angeles chapter. She is a member of the American Association of
 Professional Technical Analysts. In 2005, she formed Royal Palms Capital
 LLC, an independent investment advisory firm located in Rolling Hills
 Estates, California.
 
 Kristin Hetzer wrote Valle Egypt, a case study that affords readers the
 opportunity to better understand the serious consequences of financial
 elder abuse while providing an increased awareness of how to mitigate
 this escalating problem. Using a personal family story as a vehicle for
 learning, the author presents readers with a preparatory tool kit, which
 includes educational components such as fiduciary duty, mental capacity,
 legal trusts and estate planning.
 

 Email: khetzer@royalpalmscapital.com
 Website: https://royalpalmscapital.com
Facebook: https://www.facebook.com/profile.php?id=61551737565283
Twitter: https://twitter.com/KristinHetzer

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