NEW SPEAKERS added to the CNBC Financial Advisor Summit!
Bone Fide Wealth President and Founder Douglas Boneparth has helped his clients establish legacies for future generations and achieve financial independence.
Mandiant Chief Technology Officer Charles Carmakal helps organizations respond to security breaches from foreign governments, organized criminals and hacktivists.
Delancey Wealth Management Founder Ivory Johnson has years of investment experience and specializes in financial planning and portfolio management.
Betterment for Advisors General Manager Jon Mauney leads the digital-first wealth management platform for RIAs.
Nationwide Retirement Institute Senior Vice President Kristi Rodriguez educates industry leaders on issues impacting their ability to have a secure financial future.
SoFi Head of Investment Strategy Liz Young is responsible for providing economic and market insights to a variety of audiences. CFP CE credits available for attendees The CNBC Financial Advisor Summit brings forward-thinking advisors together virtually to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm.
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Senin, 22 November 2021
Just Announced: New speakers added to CNBC Financial Advisor Summit
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