.

Humberto (Bert) Moreno Joins Synergy Financial Group

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.

Boards

More »
Got a question? Something on your mind? Talk to your community, directly.
Note Article
Just a short thought to get the word out quickly about anything in your neighborhood.
Share something with your neighbors.What's on your mind?What's on your mind?Make an announcement, speak your mind, or sell somethingPost something
See more »