Michelle Gruber, CFP, CRPC, Founder and Managing Partner, has more than two decades of experience in the wealth management industry. With a bachelor’s degree in finance from California State University Northridge, her journey started in a commercial mortgage before she found her stride at UBS Financial Services and later Merrill Lynch Wealth Management, where she spent nearly 15 years.
https://pulse2.com/alteri-wealth-launches-in-california-by-over-1-billion-team/
Pulse 2.0
Clip Category
Alumni