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  • Our Team
    • Financial Life Planners
    • Investment Committee Leaders
    • Operational Excellence
  • Our Difference
    • Exclusivity
    • Talent
    • Fiduciaries
    • Team-Based Solutions
  • Our Commitment
    • Expectations
    • Security & Transparency
    • Vision & Mission
  • FAQ’s
  • Services
    • Private CFO
    • Wealth Management
    • Situational Planning
  • Contact
    • Send a Message
    • Los Angeles – Corporate Office
    • Phoenix
  • Client Login
    • Wealth View
    • TD Ameritrade

Daily Archives: February 22, 2019

Market Update – February 22, 2019

ChirpBy Jenny StrattonFebruary 22, 2019

Robert Luna, Surevest CEO & Chief Investment Strategist, and Breanne Polonia, Wealth Advisor & Women’s Wealth Transition Specialist, hosted a private event in San Diego to discuss the latest economic and market news. 

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