Met with: Krist Krikorian 401k platform, defined benefit, taxes Attendees: Jason Martinez, Greg Tobey and Dan Romero Location: Kings’s Fish House Time: 1:15pm Estimated Cost:...
Met with: Tegan Call Discussed balanced investments, equity positions and fixed income.. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
Met with: Antonio Lokossou, CIMA® We discussed fixed income, low duration and equity investments. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement. Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for...
Met with: Orlando Figus & Mondrell Moore Discussed value, tax efficient investing, trading fees, ultrashort fixed income, Emerging Markets and US Equity Markets. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
