How does a boutique advisory firm like Master Plan Investment Group stack up to a wirehouse with unlimited resources? For Ka’Neda Bullock, CFP®, MBA, AIF®, APMA®, president and founder, the only acceptable answer is “quite high.” To provide an exceptional client experience, she knows that her independent advice needs to be backed by unmatched expertise, modern technology, and a reliable partner. That’s why she’s excited to build the future of her business with Commonwealth and LPL Financial—and
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The wait is almost over—and we’re ready to welcome Commonwealth advisors and our entire community to an epic event. If you haven’t planned your National 2025 schedule yet, head over to the app to see all the sessions, panels, and keynotes that await you. Safe travels to everyone headed to Maryland this weekend! 🚀 #CommonwealthNational | Commonwealth Financial Network
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