Join two Vice Presidents from Cornerstone Wealth Advisors as they demonstrate how they use PreciseFP to collect what they call the “DNA” of client information. Their highly communicative and organized approach is impressive, and you won’t want to miss seeing it in action. Register now to see how it’s done and get your questions answered directly by your collegues!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Mike Quattrochi, CFP
Vice President, Cornerstone Wealth Advisors
Chase Walker, CIMA
Vice President, Cornerstone Wealth Advisors
