Rafael Velez earns the Accredited Investment Fiduciary designation (AIF®)
San Mateo, California – October 17, 2006 – Rafael Velez has been awarded the Accredited Investment Fiduciary designation by The Center for Fiduciary Studies. The Accredited Investment Fiduciary program is designed to provide investment stewards, investment advisors, and investment managers with the knowledge needed to enhance their understanding of and enable them to implement a prudent investment process.
Rafael Velez
Summit Financial Advisors announces a Partnership with the Golub Group
San Mateo , California (PR) September 1, 2006 -- Summit Financial Advisors, a San Mateo based wealth management firm for individuals, has formed a strategic relationship with the Golub Group, an investment management firm for high net-worth individuals and institutional clients.
Mark Pietrofesa admitted to the Paladin Registry
San Mateo, California - July 15, 2006 -- Paladin announced that Mark Pietrofesa has been awarded a five star rating and been admitted to the Paladin Registry. The Registry is an online service that documents and validates the credentials of high quality financial professionals who rank in the top 10% of their profession. Investors use this free service to find, evaluate, and select advisors who have the knowledge and ethics to help them achieve their financial goals. |
