We work as a team at the Social Equity Group, making sure your needs are met every step of the way.
Duncan Meaney, is President
and a Registered Investment
Advisor Representative of SEG
and a Registered Principal of FWG.
He is an expert in low income housing
programs and tax credits.
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Ron Freund, CFS, is Vice
President and Director of Asset
Allocation for SEG and a registered
representative of FWG.
Ron has extensive experience
working with non-profits, small
businesses and new investors.
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Ute Scott-Smith, ChFC, a fee-based
advisor, directs the Financial
Planning Division of SEG. She
is a registered representative
of FWG and a member of the
Financial Planning Association.
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Ian McLeod, CFP® is a CERTIFIED FINANCIAL PLANNER™ and the Assistant
Director of Client Management for SEG, as well as a registered representative of FWG. He is our resident IT guru, a member of the Financial Planning Association, and is active
with a various organizations in the
SF progressive community.
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