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Silicon Private Wealth Expands Its Ownership Group in 2024
By Silicon Private Wealth
Silicon Private Wealth announces that Peter Coe Verbica, CFP® has become a co-owner of the firm as of January 1, 2024. In addition to his role as a principal, he continues to serve as a Managing Director.
Client 1st Financial President & CEO Achieves Prestigious Top of the Table Qualification
By Client 1st Financial
The respected Million Dollar Round Table title recognizes the most successful in the financial services industry.
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ASA Announces Mark Chaplin, CFA, ASA, as 2024-2025 MTS Discipline Committee Member-At-Large
Alta Vista Technology Climbs 13 Spots in Accounting Today's 2024 VAR 100
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