Vance Barse, AIF®
Wealth Strategist



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Wealth Management Symposium

  • Grand del Mar 5300 Grand Del Mar Court San Diego, CA, 92130 United States (map)

This event is exclusively for financial professionals

CFA Society of San Diego & Financial Planning Association of San Diego are pleased to announce a collaborative Wealth Management Symposium on Wednesday, October 17, 2018. Join us as we welcome Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist of Charles Schwab, and Mark Peterson, Director of Investment Strategy and Education for BlackRock.