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.
Subscribe to Newsletter
Related Posts
How Financial Advisors Can Help Close the Racial Wealth Gap
View DetailsCollege Partners With Four Universities to Expand Lifelong Learning
View DetailsThe College Launches Pursue
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
How Financial Advisors Can Help Close the Racial Wealth Gap
View DetailsCollege Partners With Four Universities to Expand Lifelong Learning
View DetailsThe College Launches Pursue
View Details