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Departure of Lex, Our Longstanding Administrative Assistant
  • Client Memos
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Dear all,

I hope this message finds you well. I am writing to inform you of a significant change within our firm that may have already come to your attention. After an incredible 40 years of dedicated service, our esteemed Administrative Assistant, Lex, has retired.

Lex has been an integral part of our organization, serving as the welcoming face of our firm for decades. Her unwavering commitment, professionalism, and warm demeanor has left a lasting impact on both our team and our clients. We are truly grateful for the remarkable contributions she has made during her tenure, and she will be greatly missed by all.

I want to assure you that our commitment to providing exceptional service remains unchanged. For any questions or concerns, please contact our office at 818-783-7140 and John, our Administrative Assistant, will be able to assist you. His direct line is 818-449-1770 and email address is jhu@fbco.com.

We appreciate your understanding and support during this period of change.

On behalf of the entire firm, we extend our heartfelt thanks to Lex for her dedication and wish her a well-deserved and fulfilling retirement.

Thank you for your continued trust and partnership. Happy holidays!

Disclosures

Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with offices across the United States. Registration as an investment adviser does not imply any level of skill or training.

The information provided is not intended as personalized investment, tax, or legal advice. There is no guarantee that any opinions, projections, or views expressed will materialize. You should consult a qualified professional before making financial decisions.

Information is subject to change without notice and is believed to be reliable but is not guaranteed. For Cerity Partners’ registration status, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

For additional details about our services, fees, or potential conflicts of interest, please request our disclosure statement, including Form CRS and ADV Part 2, using the contact information provided.

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Address

16830 Ventura Blvd.
Suite 400
Encino, CA 91436

Contact

310-284-8267
818-783-7140
info@fbco.com

Hours

Monday – Friday
9 AM – 5 PM

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