February 14, 2011
I am the organizer
I am an independent financial advisor and accredited asset management specialist (AAMS).
Connections Resource Alliance, formerly known as CV-B2B
By collaborating with other professionals, learning about their expertise, and sharing that resource with my clients, it is a win-win-win for everyone.
I am a father, husband, and independent financial advisor (Financial Pointe in Westlake Village).
we have grown to almost 200 members and average 20-25 per meeting! Check it out...