Three Senior Team Members Named Partners at Fidato Wealth
"These three key contributors who are now Partners have significantly impacted our firm's ability to deliver the highest level of wealth planning and investment management services to clients," said Tony D'Amico, CFP®, Founder and CEO of Fidato Wealth.
- "These three key contributors who are now Partners have significantly impacted our firm's ability to deliver the highest level of wealth planning and investment management services to clients," said Tony D'Amico, CFP®, Founder and CEO of Fidato Wealth.
- Brian Eberhardt serves as Lead Wealth Advisor at Fidato Wealth and leads client relationships and wealth planning to help the firm and clients achieve their goals.
- Marissa Beyer CFP® serves as Senior Wealth Advisor and leads client relationships and their wealth planning to help them achieve their goals.
- In addition, Fidato Wealth announced the next round of their interactive, continuing education course titled Retirement Planning Today®, which will be taught by Tony D'Amico, CFP®, Founder and CEO of Fidato Wealth.