Transition Success Story: Doug Moss to Parallel Advisors
Doug Moss wanted something different than what he was getting from his broker-dealer. But, like many financial advisors, he didn’t know where to start.
Transition Success Story: Paul Romo to Kestra Financial
Paul Romo was feeling limited by his former broker-dealer. Check out how Vantage Impact put his mind at ease throughout the transition process.
Transition Success Story: Ryan Weise to Centura Advisors
Financial advisor, Ryan Weise, was looking for a 'unicorn' firm - read more about how Vantage Impact helped him find the right fit.
Transition Success Story: Nannette Kamien, CFP®, CDFA®, MBA
Financial advisor, Nannette Kamien, realized she needed to make a change - read more about how Vantage Impact helped her find the right fit.
