Summit Financial Advisors Opens Northbay Office
Two Informational Reports Published - Indexing: An Alternative Approach and Robo-Advisors: Emerging Trends for Individual Invest
A New Offering - The SF Portfolio Strategies
Mark Pietrofesa celebrates 20th Anniversary as a CFP®
A Milestone - The First 5 Years of Giving
Rafael Velez earns the Accredited Investment Fiduciary designation (AIF®)
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