Meet Your Advisor: Jeff Sarti
Автор: Morton Wealth
Загружено: 2024-12-12
Просмотров: 87
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Meet Your Advisor: Jeff Sarti
As the CEO of Morton Wealth, Jeff Sarti combines his passion for helping others with his expertise in financial planning. Originally drawn to psychology, Jeff brings a deep understanding of human nature to his role, emphasizing the importance of empathy, honest conversations, and building meaningful relationships with clients.
At Morton Wealth, we don’t shy away from what’s different—we embrace it. Jeff’s approach to diversification goes beyond the ordinary, creating resilient portfolios designed to help clients sleep better at night.
For Jeff, a happy life means finding fulfillment at work, spending quality time with loved ones, and embracing life’s unexpected adventures.
Connect with Jeff personally on LinkedIn: / jeff-sarti-mortonwealth
Interested in learning more about our investing and planning advice? Visit our website to get started: https://wwww.mortonwealth.com
#MeetOurAdvisors #MortonWealth #FinancialPlanning #Diversification #EmpathyInFinance
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