Finding Rollover Opportunities In Transitions After Layoffs
CFO News Room
DECEMBER 27, 2022
John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. Michael: Because his view was, “Manufacturing plant workers aren’t going to have enough money opportunity for you?”
Let's personalize your content