Stephanie Bruno, owner of Sea to Peak Financial Advisors with offices in Seattle and Denver was featured on Michael Kitces’ Financial Advisor Success podcast on Jan. 7, 2020: “Leveraging Outsourcers to Go from Employee to Independent without Building It All Yourself.”
Dynamic Wealth Advisors was ranked No. 65 on RIA Channel’s Top 100 Wealth Managers of 2019, featured in Forbes!
On Dec. 10, 2019, Sungarden Chief Investment Strategist Rob Isbitts shared the stage with Jeff Saut of Capital Wealth Planning and Anton Marinchik of Goldman Sachs at IC Summits in Boca Raton, Fla.
Jim Palumbo, principal and chief development officer, Dynamic Advisor Solutions,was a guest on the Horsesmouth Network in October, talking about “How to Increase Profitability? Treat Your Business Like a Business.”