Financial Advisors Team in Parksville Continues to ExpandCliff Broetz, CSA, RDB, Senior Wealth Advisor, Leader of Strategic Development
Precision Wealth Management is pleased to announce the arrival of Carly Broetz. Carly joins the growing financial advisory team at our office in Parksville.
Carly comes to Precision Wealth from Fidelity Investments of Boston Massachusetts, and was based in their Vancouver office. Fidelity is one of the largest investment asset management companies in the world.
Carly brings her energy and client relationship skills to our company. She looks forward to collaborating with our team of financial advisors in delivering wealth management services to Parksville, Vancouver Island and beyond.
Click to read Carly’s full bio.
We invite you to stop by our office and say “hi” to Carly or add your greeting in the comments section below.