November 13, 2018

Matthew Daniel Completes CFA Program

Congratulations to our own Matthew Daniel! Matthew successfully completed the CFA® Program Level III Exam and is now a holder of the right to use the Chartered Financial Analyst® designation.

Read more about Matthew here: Matthew’s Bio

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495