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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
    • Charles Schwab
    • Wealth View
    • TD Ameritrade

Daily Archives: September 13, 2022

Fox Business

Fox Business: Stocks Near Session Highs In Broad Rally

In the MediaBy September 13, 2022

The names that lead us down are the names that lead us out. Rob Luna, CEO of Surevest Private Wealth, sits down with Charles Payne to discuss long-term investment opportunities in this current market rally.

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