While crafting a “financial plan” for clients has been a staple of financial planning for decades, virtually no financial plan …read more
Source:: Nerd’s Eye View
While crafting a “financial plan” for clients has been a staple of financial planning for decades, virtually no financial plan …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.