With over 75,000 CFP certificants, having an advanced designation is not the differentiator it once was in the marketplace. Instead, …read more
Source:: Nerd’s Eye View
With over 75,000 CFP certificants, having an advanced designation is not the differentiator it once was in the marketplace. Instead, …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.