Leveraging Structured Notes To Differentiate A Solo Practice
CFO News Room
NOVEMBER 29, 2022
Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. And so, I brought him in to help me redefine and reevaluate, one, our technology stack and also our overall client experience.
Let's personalize your content