by brandon | May 30, 2020 | Helping Out
Mr. Sarris has also lectured at the American College in Bryn Mawr, Pennsylvania, where he mentored many young financial professionals, with an eye towards assisting them in improving their financial services careers.
by brandon | May 23, 2020 | Helping Out
His creative planning techniques and strategies had been offered as a consultant to affluent clients of CPA firms, law firms, banks, investment counselors and life insurance professionals.
by brandon | May 23, 2020 | Helping Out
USA, Canada, many countries in Europe, and Australia. I thoroughly enjoy the educational challenge of speaking to thousands of financial services professionals & high net worth individuals.
