San Francisco, California
London, United Kingdom
Michael Aloi, Certified Financial Planner, will be hosting Dr. Reesa Woolf, best selling Amazon author, for a Lunch and Learn on executive speaking.
Lunch will be provided.
When & Where
He shares the same driven and goal-oriented lifestyle as his clients, so he understands where they face the greatest challenges. Since he joined the Summit Financial Resources, Inc. team in 1999, Mike has built a wealth management process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house tax attorneys and Certified Public Accountants, Mike offers his clients structured solutions to scattered problems. Outside of work, Mike enjoys spending time with his wife and daughter.