Chris Allegretti Among Panelists Interviewed for White Paper on RIAs

Date April 5, 2017
Authors Patricia A. Kimerer, PWE
Categories

HBK CPAs & Consultants’ Managing Principal/Chief Executive Officer Christopher M. Allegretti & HBKS Wealth Advisors’ Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab as contributors to their white paper entitled Forward Momentum: Why Elite Teams Claim Their Future as RIAs.

Read the white paper here.

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