43 -- Great Ways to Diversify with Daniel Snover of PMV Capital
Daniel Snover is President and a founding member of PMV Capital. Prior to founding PMV, Daniel was Co-CIO of Fund Architects, LLC where he led product development and managed more than $250 million in client assets. He then sold Fund Architects to Cabana Asset Management, where he was a member of the Investment Committee and helped to manage more than $1 billion in client assets.
Daniel is exceptionally positioned in the wealth management space, having obtained both the Chartered Financial Analyst (CFA) designation, widely accepted as the highest set of credentials in the global investment management industry, and the Chartered Financial Consultant (ChFC) designation, an advanced financial planning designation. He received both a BBA in Accounting, and a BA in Economics, from the University of Texas at Austin.
* The University of Texas at Austin (BBA – Accounting)
* The University of Texas at Austin (BA – Economics)
* Chartered Financial Analyst (CFA)
* Chartered Financial Consultant (ChFC)
Robb Rothrock
Certified Retirement Counselor & Investment Advisor
Direct: 972-468-9294
Schedule a call or meeting: calendly.com/robbrothrock [https://calendly.com/robbrothrock]
Check out my LinkedIn: linkedin.com/in/robbrothrock/ [https://www.linkedin.com/in/robbrothrock/]
View our Website: retirethenrelax.com [http://retirethenrelax.com/]
Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser
What is your Investment Risk Tolerance? Click below to take the short survey:
Risk | American Elite Adv (americaneliteadvisory.com) [https://www.americaneliteadvisory.com/risk-tolerance]
We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov [http://medicare.gov/] or 1-800-Medicare to get information on all your options.
CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.
