News & Commentary

The Path To Independence

By: CityWire Americas

In a recent interview with Citywire, our founder Miguel Sosa, CIMA®, was asked to discuss his experience in transitioning to an Independent Financial Advisor.

The article also features comments by other advisors who were inspired to also seek independence due to Miguel's trailblazing efforts.

We hope you find this article useful and helpful!

Thank you for your consideration and constant support!

Click here to read the interview!

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