4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
As a Managing Partner at Pacific Advisors, I am responsible for managing our Advisor Performance Group (APG), our wealth management team and compliance team. I am tasked with growing the investment and advisory services division through acquisition, recruiting, and training and development.
Learn about the importance of having an estate strategy in this helpful and informative video.
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