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.