The CFP Board’s Standards of Professional Conduct are the rules by which CFP certificants are held accountable – and a …read more
Source:: Nerd’s Eye View
The CFP Board’s Standards of Professional Conduct are the rules by which CFP certificants are held accountable – and a …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.