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Sponsor spotlight: Heather Krause earns 2021 Working Mother s Top Wealth Advisor Moms Award for 2nd year

Sponsor spotlight: Heather Krause earns 2021 Working Mother s Top Wealth Advisor Moms Award for 2nd year
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Sandra Cho, Pointwealth Capital Management | Financial Planning

Sandra Cho is the Founder and President of Pointwealth Capital Management in Encino, California specializing in comprehensive, generational wealth management. Ms. Cho serves more than $23 million in brokerage assets through LPL Financial and over $180 million in advisory assets through Golden State Wealth Management as of 10/5/21.

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How Lori Van Dusen Found Her Competitive Advantage in Independence

Lori Van Dusen has lived through and embraced the evolution of the industry over her three decades as an advisor.

Citigroup smith barneyLori van dusenSmith barneyConvergent wealth advisor institutional groupCitigroup smithManaging directorFocus financialFocus financial partnersFinancial advisor hallForbes top women wealth advisorsசிட்டி குழுமம் ஸ்மித் பார்னிலோரி வேன் துசேன்ஸ்மித் பார்னிநிர்வகித்தல் இயக்குனர்கவனம் நிதிகவனம் நிதி கூட்டாளர்கள்