Michael Kitces' #FASuccess Podcast: Sabrina Lowell on What Happens When Your Advisory Firm Is Sold
Michael Kitces | WealthManagement.com, May 2019
Read the article online >Summary: My guest on today’s podcast is Sabrina Lowell. Sabrina is an advisor and principal with Private Ocean, an independent RIA in the San Francisco area that oversees $2.2 billion of assets under management for nearly 1,000 affluent clients.
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