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CPA Firm Windes Partners With Integrated to Launch Wealth Fi
CPA Firm Windes Partners With Integrated to Launch Wealth Fi
CPA Firm Windes Partners With Integrated to Launch Wealth Firm
California-based accounting firm Windes will leverage Integrated Partners’ platform to launch a new wealth practice.
Related Keywords
California ,
United States ,
Newport Beach ,
James Cordova ,
Peter Kaplan ,
Mark Mitamura ,
John Caltado ,
Paul Saganey ,
Matt Jarvis ,
,
Integrated Partners ,
Ovisto Wealth Management ,
Reserve Investments ,
Windes Managing Partner James Cordova ,
Chief Compliance Officer John ,