Frederick Behling, III - UBS Financial Services Inc.

Storm Ventures is an early-stage venture capital firm based in Menlo Park, California, specializing in B2B software investments. With over 23 years of experience, the firm has successfully helped numerous founders navigate the journey from inception to industry leadership, focusing on disruptive startups in sectors such as enterprise infrastructure, cybersecurity, and artificial intelligence. The company's approach to unlocking growth is likened to a surfer catching a wave, emphasizing the transition from effortful paddling to effortless surfing. Storm Ventures fosters a vibrant community of founders, providing valuable resources and partnerships aimed at scaling growth and achieving significant milestones in their business journeys. Generated from the website

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Herminia Ojeda will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.