After a nearly 18-month process of working to update its Standards of Professional Conduct, the CFP Board’s Commission on Standards …read more
Source:: Nerd’s Eye View
After a nearly 18-month process of working to update its Standards of Professional Conduct, the CFP Board’s Commission on Standards …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.