Tagged dallas-financial-advisor

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
Press Release

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Optima Asset Management Advisor Completes Extensive Requirements

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Optima Asset Management Recognized as Top Investment Advisor
Press Release

Optima Asset Management Recognized as Top Investment Advisor

Clients' Interests Come First at Fee-Only Wealth Management Firm

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