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Community Corner

Humberto (Bert) Moreno Joins Synergy Financial Group

Kellie Levy, Neighbor

Synergy Financial Group is happy to announce that Humberto (Bert) Moreno, CFA is now a part of the SFG team. Bert is a Wealth Consultant with over 20 years of experience in the financial services industry. He primarily focuses on protecting and growing wealth for individuals and families and is a Registered Investment Advisor Representative (IAR) with LPL Financial. Welcome to the team, Bert!

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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