| In the Media

Robert Luna’s CNBC Appearance on Closing Bell

Our very own Robert Luna, CEO or Surevest Wealth Management, discussed how the jobs report influenced the big market day on CNBC’s Closing Bell         Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior Wealth Advisor at Surevest Wealth Management and author of book: A Good…

| In the Media

USA Today: Mistakes to Avoid in Retirement

Rodney Brooks of USA Today quotes Jeremy Kisner, CFP, President at Surevest Wealth Management, in an article about mistakes to avoid in retirement. Kisner weighs in on how claiming Social Security too early is a bad move. “A better move would have been not to claim it till a later…

| In the Media

On Bloomberg, Luna Says Social Media Creates Client Communication (Audio)

Robert Luna, the chief executive officer and chief investment officer of SureVest, says social media is a good real-time communication tool with their clients. Luna talked with Bloomberg’s Pimm Fox and Carol Massar on Bloomberg Radio’s “Taking Stock.”   http://svwealth.com/wp-content/uploads/2013/10/luna-says-social-media-creates-client-communication-audio.mp3 Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior…

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