Archie Ponce

CFP, Vice President at Optima Asset Management
On the record
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  • We are excited about our new website and the information it offers regarding the kinds of clients we work with and what we have been able to do for them. Whether you're a millionaire next door, have emerging wealth, are suddenly single, or have received a significant inheritance, we have extensive experience in helping you achieve your financial and life goals.

    13 January 2021