Peter Coe Verbica, JD, CFP®, CRPC®

"ABOUT SPW As a firm with deep roots in the San Francisco Bay Area, SPW has a strong commitment to the betterment of the quality of life in the communities we serve. Our principals, portfolio managers and team members are actively involved with, and support, a wide range of local institutions and causes, and many of them serve on nonprofit boards of directors, school boards and other community groups. Our firm also frequently contributes its time and expertise to important non-profit institutions, in addition to sponsoring local events and fulfilling our own established philanthropic goals. We enable philanthropic giving for many of our clients who give in many different ways. Our custodian and other community foundations give us a number of viable vehicles for clients to establish their own donor-advised philanthropic funds."

Peter Coe Verbica, JD, CRPC®, CFP® is a Certified Financial Planner® who serves as moderator and host of the popular Verb™ Presents Speaker Series which covers a wide range of intriguing topics. Guests have included: * Bill Crowell, Partner at Alsop Louise Partners and former Deputy Director of the National Security Agency who spoke on Cybersecurity, * Rear Admiral John W. Bitoff, USN (Ret.) who presented on the importance of civility, * Rex Hime, President & CEO of the California Business Properties Association who spoke on The Split-Roll Initiative, * Sean Flynn, Ph.D., Chair of the Scripps College Economics Department and author of the popular Econ for Dummies book who discussed California's exodus of businesses, * Roland G. Murphy, founder of the RGM Watch Co., who spoke on his founding of “America’s Premier Watchmaker,” and * Steven Pifer, US Ambassador to Ukraine (ret.) and William Perry Fellow at Stanford’s Center for International Security and Cooperation, who presented "East-West Geopolitics and Why Ukraine Matters." For more information on how to attend a presentation, please email peter@siliconprivatewealth.com

The Santa Cruz County Republican Central Committee provides a common sense alternative for fiscal conservatives. Mr. Verbica formerly served as the Committee's Vice Chair and Chair. He is also a member of the Chairmen's Association, representing Santa Cruz, Monterey and San Benito counties. He has served on the State Platform Committee, is a state GOP delegate, a member of the Executive Committee, and won a top-two position in the General Election when running for the State of California Board of Equalization.

Spyra Beauty, Inc. is a group of preeminent engineers, marketing professionals and advisors reimagining the world of beauty.

“Developer friendly payments platform built ground up with everything business needs including payments, payouts, payroll, and AI powered lending in one place. Payment Collection Leverage integrated machine learning platform to digitize point of sale collection process including cash and checks and seamlessly process payments online. Categorizing Expenses Send digital payments to your vendors using card, digital check or account transfer while our inbuilt algorithms help you categorise all expenses for easy reconciliation. Working Capital Never run out of working capital. Leverage Swirepay's deep learning engine to get your next Purchase Order and Invoice financed from a marketplace of lenders. Plug-and-Play Utilize integrations and compliant data pipelines to integrate accounting information with applications on cloud or on secure intranet with zero development time. Empower your Accounts Receivable and Payable Single ecosystem to provide end-to-end solution for Accounts Receivable and Accounts Payable.”

Accuknox' "Cloud-Native Application Protection Platform (CNAPP) delivers uncompromising Zero Trust security, powered by kernel-level precision and AI-driven innovation, to protect your workloads-anywhere, anytime."

Grafhopper Inc is a stealth company doing exciting work in enterprise intelligence. It was founded by IIT and Mphasis alumni, Aman Walia and Abhijit Shetti. Oracle founder Ed Oates and Proctor & Gamble veteran Tony Saldanha serve as Advisory Board members.

Memoria is an IT company which helps its users share easily, start a meeting in moments from any computer, and provides automatic audio and text-based transcripts for every call (no more note taking!). In addition, Memoria provides all-in-one meeting management, including chats, calendar, transcripts, and team notes all conveniently stored in one place. Group functionality allows the creation of one or more groups to communicate directly with specific team members or project owners, streamlining how teams interact. (Source: Memoria-Inc.com).

"Viant Capital is the investment banking and financial advisory services arm of Viant Group. We deliver top quality investment banking and financial advisory services to emerging, high growth companies. Located in San Francisco, our team has a diverse set of backgrounds, including investment banking, corporate law, entrepreneurship, operations and engineering." Completed continued education in topics such as Regulation Best Interest Compliance for Broker Dealer Representatives and Principals, Mergers and Acquisitions, Cybersecurity: Modern Regulatory Resources and Case Studies, Conducting Business in a Pandemic: BCP and Regulatory Guidance, Anti-Money Laundering: Beneficial Ownership and Red Flags for Institutional Clients, Advanced Private Placements, Advanced Look at Insider Trading, Annual Compliance Meeting: Business Practices, Security Best Practices for Remote Workers Amid COVID-19, Regulation D Private Placements, Customer Due Diligence, and more.

The mission of the BOE is "to serve Californians through fair, effective, and efficient tax administration in support of state and local governments." Peter Coe Verbica is running as a common sense candidate for the California State Board of Equalization, District 2, 2022.

Thesis focused on statistical analyses of Real Estate Investment Trusts (REITs).

Certificate in Financial Planning Coursework Course 101 - Fundamentals and Ethical Considerations Course 102 - Insurance and Employee Benefits Course 103 - Investment Planning Course 104 Tax Planning Course 105 Retirement Savings and Income Planning Course 106 - Estate Planning Course 107 - Financial Planning Development

Chartered Retirement Planning Counselor(SM) (CRPC®) College of Financial Planning coursework Module 1, The Retirement Planning Process & Meeting Multiple Financial Objectives Module 2, Sources of Retirement Income & Legal Entities Module 3, Employer-Sponsored Plans Module 4, Traditional, Roth & SIMPLE IRAs Module 5, Individual Deferred Compensation Module 6, Planning for Incapacity, Disability & Long-Term Care Module 7, When to Retire Module 8, Retirement Plan Distributions Module 9, Asset Management & Investment Strategy During Retirement Module 10, Income Taxes & the Retiree Module 11, An Overview of Estate Planning Module 12, Retirement Cash Flow Considerations