|
|
|
|
December 6, 2011
Last month, I attended the Schwab IMPACT conference for investment advisors in San Francisco. This invitation-only financial-industry conference brings together independent investment advisors with influential presenters, exhibitors and experts to learn about and collaborate on key issues and best practices. It was my extreme honor to speak on a panel about building and managing … Read More: Leadership, Perseverance, Hope February 22, 2011
Perspective Financial Services is pleased to announce that Andrew Mark has joined the firm. Mark has been a Certified Public Accountant since 1993. A second-generation CPA, he started his own CPA firm in 2002 and completes more than 400 individual and small business returns annually. In 2002, Mark also passed the securities exams and … Read More: Andrew Mark Joins Perspective Financial Services June 12, 2010
Mike McCann, president and founder of Perspective Financial Services, LLC, was appointed to the board of directors for Arizona Connections Academy (ACA), a tuition-free, public, online school. He also was elected to serve as board vice president and treasurer. “It’s an exciting opportunity and an honor to contribute my time and expertise to this … Read More: Mike McCann Appointed to Arizona Connections Academy School Board March 24, 2010
A few weeks ago, I received an email asking me to speak to some middle school students. I’m not really sure how this note made it through my spam filter, but somehow it caught my attention. I glanced at it quickly and decided to respond with some questions. It wasn’t until I had exchanged … Read More: Talking Business with Tweens |
|
|
Phoenix Office: 602-281-4357 Tucson Office: 520-204-6798 Email: info@MoneyAZ.com |
|
