?? Eager to track your tax refund? Before you dive in, check out these common myths about refunds from the IRS. ?? The most reliable ways to check your refund status: ~Where’s My Refund? Tool on IRS.gov ~IRS2Go mobile app ~Sign in to your IRS Online Account ?? Pro Tip: Stay ahead for 2025—adjust your withholding now! ??
Arise Private Wealth
金融服务
Rolling Hills Estates，California 554 位关注者
Perspective. Purpose. Prosperity.
关于我们
Your life is multifaceted, as is your wealth, both deserving of an informed perspective from every viewpoint. Your wealth is more than a monetary value, it’s the tangibles and intangibles that have intrinsic value to who you are, who you’re becoming, and how you plan to be remembered. At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey. You’ve worked hard to build a life you’re proud of and now it’s time to feel confident in the future you’re creating. You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Steve Carlsen and Sathya Chey are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CA Insurance License: 0683994 and 0M62433 Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
- 网站
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https://www.ariseprivatewealth.com/
Arise Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Rolling Hills Estates，California
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
550 Silver Spur Rd
350
US，California，Rolling Hills Estates，90275
Arise Private Wealth员工
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Sathya Chey Patterson CFP?, CDFA?, CSRIC?, AIF?
Managing Partner at Arise Private Wealth, 2025 Forbes Top Women Wealth Advisor, 2024 AdvisorHub Advisors to Watch
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Nancy McCoyne
Financial Advisor
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Steve Carlsen, CSRIC?
Managing Partner & Wealth Advisor at Arise Private Wealth
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Gina Rypkema, CFP?, CKA?, APMA?
Private Wealth Advisor
动态
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U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. Read the latest Weekly Market Commentary for more: https://lnkd.in/dXaGvrw #ArisePW #AriseWithUs #SouthBay #PalosVerdes #FinancialAdvisor #FinancialPlanner
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?????????????????????? ???????????? ??????????????: ???????????? ?????????????? ?????????????????????????? & ?????????????????? ?????????????????? ???? ???????????? ???????? ?????????????????? We are excited to welcome Maddie McLaren to the Arise Private Wealth team! With a solid foundation in client outreach, relationship management, and sales, Maddie brings a wealth of experience and a passion for delivering exceptional service to her role. Please join us in welcoming Maddie to the Arise Private Wealth family! #ArisePW #YourTeamAtArise #WelcomeMaddie #SouthBay #FinancialAdvisor #FinancialPlanner
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Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments. Read the latest Weekly Market Commentary for more: https://lnkd.in/dXaGvrw #ArisePW #AriseWithUs #SouthBay #PalosVerdes #FinancialAdvisor #FinancialPlanner
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?? It is with great excitement, but little surprise, that we announce that Sathya was once again recognized by Forbes as a 2025 Top Women Wealth Advisor, Best-In-State for 2025. ?????????????????????????????? ????????????! ?? This prestigious list is comprised of just over 2,400 women managing a cumulative $3.6 trillion in assets.
Managing Partner at Arise Private Wealth, 2025 Forbes Top Women Wealth Advisor, 2024 AdvisorHub Advisors to Watch
YES! I made the Forbes Top Women Wealth Advisors Best-in-State list for 2025. As a minority woman who came from humble beginnings, these moments feel surreal. When I started in this industry—dominated by men—I faced more than just volatile financial markets. I faced limiting beliefs, both my own and those imposed by others. Discrimination wasn’t just a distant concept; it was personal. I’ve heard the doubts, felt the subtle dismissals, and wrestled with questions about whether I belonged in these spaces. But I stayed the course. ????♀?I worked hard. I reached for challenges that scared me. ????♀?I pursued education and earned designations to sharpen my expertise. ????♀?I committed to delivering exceptional service, always following through for my clients. ????♀?I worked long hours, determined to provide guidance that would truly make a difference. Because I knew I wasn’t just building a career—I was breaking cycles and setting new standards. This recognition isn’t just about me. It represents every woman who’s been told she’s too much or not enough, every voice fighting to be heard in rooms where decisions are made. Forbes’ ranking process looks at experience, assets managed, and client impact—but for me, the biggest achievement is pushing past the barriers that weren’t meant for me to break. My win is your win. This is our win. For the women balancing ambition and doubt, for anyone rewriting their story—this is proof that you belong. ?? Let’s keep showing up. Let’s keep winning—together. #ForbesTopWomenAdvisors #WomenInFinance #BreakingBarriers #MinorityVoices #WealthWithPurpose #FinancialEmpowerment #MindfulWealth #ThisIsOurWin #womeninbusiness #entrepreneurs
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Please join us in congratulating Christopher Heckenkamp, CFP?, who recently became a Certified Financial Professional! As a CFP, Chris joins a distinct group of financial experts who help clients create and manage their financial plans. This is a great accomplishment and we are extremely proud to have Chris, and his expertise, as part of the Arise Private Wealth team! CONGRATS CHRIS!!
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"Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending." Read the latest Weekly Market Commentary to learn more: https://lnkd.in/ea_4E_eN #ArisePW #AriseWithUs #SouthBay #PalosVerdes #FinancialAdvisor #FinancialPlanner
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?????????? ????????????????????' ?????? ???????? ?????????? ?????????????? ????????????! #MondayMotivation
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