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Author: vsyr

August undefined, 2024

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Dana Pollard, CFP® on LinkedIn: Yes, it sounds like a buzzkill, …

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WebIn 2024, Dana established Lumitas Wealth Strategies because she wanted the freedom and independence to bring greater focus to her clients and their needs. “We are a seasoned, … WebMay 10, 2024 · Dana Pollard, CFP®, CEO and Principal The team at Lumitas knew that going independent would allow them to focus on their clients and their clients’ needs … hobby brasilia

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Dana pollard lumitas

Dana Pollard, CFP® on LinkedIn: I took a week off. I did not …

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WebDana Pollard, CFP®’s Post Dana Pollard, CFP® CEO & Principal at Lumitas Wealth Strategies 17h Report this post Report Report. Back Submit. The snow will end and will go away! ... WebSource: Forbes.com (Awarded Mar 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

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