Alphabet soup or meaningful information?
January 15, 2013
If you’ve ever seen our website or gotten an email from Synergetic Financial Management, you’ve probably noticed a lot of letters after our analysts’ names: CFA, CFP®, ChFC®, CLU®, MSFS, MBA, etc. Our clients often…
Synergetic Financial Management Adds Katie Vercio To Team
January 7, 2013
NEWS RELEASE – January 3, 2012 Seattle-based Synergetic Financial Management, LLC has added Katie Vercio, a financial planning and investment analyst, to its experienced team of wealth managers and business consultants. Vercio supports the company’s…