Click on a thumbnail below to see the full PDF version of the 2015 FPA Professionals Congress Daily News, published by the FPA’s major media partner, Professional Planner.
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19 November 2015 00:01
Featured Homepage Posts
Peak Wealth Management’s Andrew Debono reveals expansion plans
The two-adviser firm with 200 clients is looking to expand and make its first acquisition. Peak Wealth Management founder Andrew Debono tells Professional Planner about the firm’s plans for expansion, how he became an adviser and the benefits and hurdles of running a self-licensed small firm.
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