Stonecrest News
Information & events in the private money lending spaceCMA Fall 2024
Stonecrest team members Shafiq Taymuree and Leigh Faber enjoyed the California Mortgage Association Fall conference last month. The California Maortgage Association (CMA) provides top-notch education for mortgage professionals as well as a series of events offering...
Opportunity Collaboration 2024
Stonecrest Director of Operations Erika Luitjens had the privilege of attending the Opportunity Collaboration in Ixtapa, Mexico, this month. Opportunity Collaboration is a unique event that brings together social entrepreneurs with people and resources that can...
Leadership Retreat 2024
The Stonecrest team just wrapped up an incredible few days at our leadership retreat in Las Vegas where we reconnected with our core values and set an exciting course for the future!At the heart of this retreat were the principles that define who we are as a company:...
Stonecrest Company Picnic
One or our core values is "we work hard and we play hard". The latter is in full focus for our annual Summer company picnic. The picnic brings together employees, their families, vendors, RIAs, and friends for a day of fun, competition , laughter, and connection. ...
Company Training
Recently, our team had an incredible one-day training session focused on communication, active listening, and decision-making. It was a day filled with valuable insights, great laughs, and fantastic team-building moments.Key Takeaways:🗣 Enhanced communication...
FPA Norcal Conference
The Stonecrest team was thrilled to attend the FPA Norcal Conference in San Francisco! The FPA NorCal Conference is a financial planning conference dedicated to the education, knowledge, and growth of financial planners. It is a fantastic way for us to drive...
Service Project: May 2024
The Stonecrest team had the great pleasure of pitching in to help members of our local community by doing some volunteer work at Second Harvest of Silicon Valley. The work involves breaking down large quantities of food and sorting it into smaller packages to be...
LeadsCon 2024
Our team landed in the heart of Las Vegas at the Paris Hotel for one of the biggest lead gen gatherings around – LeadsCon 2024. With over 2,700 attendees, this place was buzzing! The conference was packed with awesome sessions and speakers, and we soaked up every bit...
Bocce Ball – March 2024
At Stonecrest, we work hard but we make time to play and relax too. The team recently enjoyed an after-work session of bocce ball at Campo di Bocce in Los Gatos. We all enjoyed some great food and great fun as well as some friendly competition. Bocce ball is a...
CMA Spring 2024
Our team thoroughly enjoyed the California Mortgage Association Spring Conference in Monterey. This was a remarkable and well rounded event, with great opportunities for networking, learning, and connecting with top professionals in the private money industry, And...