[CB3] DEPRECATED - Tertiary Banner
RIA Stories: Education Delivers Daily Benefits
Hear how knowledge obtained from The College's designation programs is used daily with clients at McLean Asset Management.
cb15 resource post
Subscribe to Newsletter
Related Posts
AI in Financial Advising
View DetailsStudy: Clients of Financial Planners Stay the Course During Volatility
View DetailsInsights for Advising Through Market Uncertainty
View DetailsSeptember 15, 2022
Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®, a financial planner with McLean Asset Management, says he uses the knowledge he received from The College daily in his work with clients and that the connections he's made due to our education have been invaluable.
Related Posts
AI in Financial Advising
View DetailsStudy: Clients of Financial Planners Stay the Course During Volatility
View DetailsInsights for Advising Through Market Uncertainty
View Details