Tag: financial advisor

Financial Expert Philip Cioppa Signs Publishing Deal With CelebrityPress To Release New Business Book

Philip Cioppa, financial expert, has recently signed a publishing deal with CelebrityPress, a leading business book publishing company, along with other leading experts from around the world to release Cracking The Success Code. Norwalk, CT – March 16, 2012 – Philip Cioppa, Managing Principal and Chief Investment Officer of Arbol Financial Strategies, has joined with […]

Written by on March 16, 2012

Financial Expert Philip Cioppa Featured in USA Today and Other Major Media Outlets

Philip Cioppa, was recently featured in USA Today as well as major online media outlets, including Yahoo!Finance, Morningstar, CNBC, MarketWatch and many others. Norwalk, CT – January 9, 2012 – Philip Cioppa, Managing Principal and Chief Investment Officer of Arbol Financial Strategies, was recently featured in USA Today with other leading experts from across the […]

Written by on January 9, 2012

Philip Cioppa: Priest Turned Financial Advisor Grows with Arbol Financial Strategies

Norwalk, CT – November 17, 2011 – As an LPL Financial Advisor and co-founder of Arbol Financial Strategies, Cioppa believes it’s all about the team approach and individualization when it comes to making wise financial decisions. “Arbol means tree in Spanish and we see the tree as a foundation in someone’s life.  The branches are […]

Written by on November 17, 2011

Wealth Management Expert Mitch Levin Publishes New Blog Discussing The Apparent Unreliability Of Many Municipal Bond Ratings

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, cautions readers that municipal bonds may not be as safe as they appear. Orlando, FL – May 6, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management […]

Written by on May 6, 2011

Wealth Management Leader Mitch Levin Publishes New Article Discussing The Dangers Of Hedge Fund Investments

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, alerts readers to the potential dangers of investing in hedge funds. Orlando, FL – March 25, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently […]

Written by on March 25, 2011

Wealth Management Leader Mitch Levin Publishes New Blog Highlighting The Dangers Of Investing Exclusively In Real Estate

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, points out that investing exclusively in real estate can have disastrous results. Orlando, FL – March 23, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, […]

Written by on March 24, 2011

Wealth Management Leader Mitch Levin Publishes New Article With Tips And Suggestions To Maximize The Impact Of Charitable Giving

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses complex regulation regarding charitable giving and provides insight to help make the most of your contributions. Orlando, FL – March 22, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida […]

Written by on March 22, 2011

Wealth Management Leader Mitch Levin Publishes New Blog Questioning The Validity Of “Superior” Money Managers

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, explains to readers that many “superior” money managers have simply been lucky “coin flippers.” Orlando, FL – March 17, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth […]

Written by on March 17, 2011

Retirement Planning and Financial Expert, Brian Fricke, To Contribute To Retirement Book For Librarians

Brian Fricke, financial and retirement planning expert, has been asked to contribute his expertise to a new book, “Pre and Post Retirement Tips for Librarians.” Orlando, Fla. – February 28, 2011 – Brian Fricke, CFP founder of Financial Management Concepts and “Worry Free Retirement” author/expert, has recently been asked to contribute his expertise in retirement […]

Written by on February 28, 2011