Merriman Webinar Investment Philosophy 101
In this presentation, you will learn about the importance of having an investment philosophy, how we think about and expand upon the Merriman investment philosophy, and how to integrate your investment philosophy into your financial plan.
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Webinar Hosted By: Geoff Curran, Wealth Advisor CPA/ABV, CFA®, CFP®
Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.