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Mark santia

职位:Senior vice president - financial advisor, the santia foster wealth management group
邮箱:
  • ***********@ubs.com
个人简介

性别: male

行业: financial services

国家: United states

地点: pittsburgh, pennsylvania, united states

描述: For more than 30 years, I have advised clients through an ever changing financial environment. Each individual brings with them a unique, personal set of ideas, concerns and goals. My efforts have been focused on managing risk, providing educational advice, and removing emotional roadblocks to investment. My partner and I founded The Santia Foster Wealth Management Group in 2000, combining his years of insurance related experience with my own background in wealth management. Together, our expertise, along with our global resources enables us to offer personal strategic planning for our high net worth individuals, business owners and institutions. Specialties include: -Investment Strategies -Financial Planning -Separately Managed Accounts -Technical Analysis To determine the health of your financial future or if you are well positioned to meet your financial goals, please consider a complimentary assessment of your needs by contacting me at 724-933-4420 or reach me by email at mark.santia@rbc.com. **Registered States**CA,CO,DE,FL,IN,LA,MA,MD,MI,NC,NJ,NY,OH,PA,SC,TX,VA,WV

当前公司简介

公司名: Rbc wealth management

公司网站: rbcwealthmanagement.com