A longstanding challenge for independent RIAs has been finding a way to effectively and efficiently help their clients with 529 …read more
Source:: Nerd’s Eye View
A longstanding challenge for independent RIAs has been finding a way to effectively and efficiently help their clients with 529 …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.