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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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®,
Commonwealth Financial Network. . 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 ...
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