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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.
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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.