November 3, 2021Peter E. Shenas, CFP, CIMA Peter E. Shenas, CFP, CIMA, has over 29 years of investment management and advisory experience. Before ... Posted By : Categories :
November 3, 2021Eduardo Ciuffo, MBA, CFA Eduardo has more than 10 years of experience in the financial services industry, including operations, trading, ... Posted By : Categories :
November 3, 2021Alexandra Allen Alexandra Allen was born and raised in San Diego. She spent her first sixteen professional ... Posted By : Categories :
March 5, 2024Will Sanford, MBA Will Sanford holds an MBA in Finance from San Diego State University, with honors. His ... Posted By : Categories :
February 4, 2025Clarisse Dunn Clarisse Dunn is a dedicated wealth management professional based in San Diego, California. She brings ... Posted By : Categories :
