Angela is a Certified Financial Planner, Director and Owner of Corporate Retirement Services. She and Louis chat about her approach to the client experience, and what she does to make her clients’ life as easy as possible.
Angela Saltas LinkedIn
Corporate Retirement Services Website
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
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You can get a transcript of this podcast here
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#100 Andy Hart
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#99 Juan Mirfin
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#98 Dylan Verreynne
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#94 Ashley Quamme
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#93 Kevin Feather
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#91 Kathi Balasek
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