Cio Bulletin
| Company | Management | Description |
|---|---|---|
| Captrust | Veronica Karas Principal & Senior Financial Advisor |
Nestled in the vibrant city of Raleigh, North Carolina, CAPTRUST emerges as a powerhouse among independent retirement plan and investment advisory firms across the nation. Renowned for its specialized expertise, CAPTRUST delivers consultative advisory services tailored to a diverse clientele, including retirement plan sponsors, endowments, foundations, institutional investors, executives, and high-net-worth individuals. |
| Pacific Wealth Management | Justin C. Kuntz CFP® MD |
Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals. |
| Francis Financial, Inc. | Stacy Francis CFP® CDFA® CES™ President & CEO |
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. |
| Hermosa Wealth Management | Ken Gillespie Founder & Managing Partner |
Hermosa Wealth Management is a California-based Registered Investment Advisory firm that serves affluent investors, providing wealth management, asset management, and financial planning services. |
| Summitry | Colin Higgins CEO |
Summitry helps you maximize the benefits of living in one of the most unique areas in the world. Its personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area. |
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