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Fiduciary Investment Review™
Prepared for:
County of San Mateo
November 5, 2020
Prepared by:
Presented by:
Vince Learned, CFA, CFP®, CRPS®
Senior Plan Advisor
NFP
120 Vantis
Suite 400
C O N F I D E N T I A L Aliso Viejo, CA 92656
(800) 959-0071
For plan sponsor use only. Not for further distribution.
www.nfp.com/retirement
Securities may be offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services may
be offered through NFP Retirement, Inc. Kestra IS is not affiliated with NFP Retirement, Inc., a subsidiary of NFP.
