41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 She was also named a Top 10 Financial Advisor by Investopedia.
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