Posts Tagged: advisor

Tradition Energy Awarded a Nationwide Broader Public Sector Contract with Kinetic GPO

Posted filed under Business.

Tradition Energy, North America’s largest and most experienced independent energy risk management, procurement, and sustainability solutions advisor, announces that it has been awarded a competitively solicited contract with Kinetic GPO.  Tradition will provide energy management services to broader public sector, nonprofit and municipality, academic, school board, and health and social services (MASH) entities across Canada…. Read more »

Santa Barbara Registered Investment Advisor, Kipley Lytel CFA selected Best Wealth Manager 2021

Posted filed under Business.

Corp Today is the Best Business Magazine in the world for enterprises, being a platform, it focuses distinctively on emerging as well as leading fastest growing companies, their confrontational style of doing business and way of delivering effective and collaborative solutions to best serve clients. Corp Today’s dedicated team of in-house researchers have handpicked each… Read more »

Kipley Lytel Awarded Best Regional Financial Advisor with Montecito Capital Management placing Top 2020 Advisory Firm in Los Angeles, California

Posted filed under Financial Services.

Montecito Capital Management & Kipley Lytel are once again honored to have been selected by Expertise as 2020 Top 20 Financial Advisors for Los Angeles County, where advisors were screened dfrom 897 down to the elite best in the region for financial advisory services. Expertise’s goal is to connect people with the best local experts…. Read more »

Justin Goodbread of FinanciallySimple.com Publishes Business Growth Book

Posted filed under Books.

Locally recognized and nationally renowned financial advisor, wealth manager, entrepreneur, business strategist, educator, writer, and speaker Justin Goodbread, CFP®, CEPA®, CVGA® announces the publication of his first book, The Ultimate Sale: A Financially Simple Guide to Selling Your Business for Maximum Profit.  Although other professionals have written about financial planning or business planning, none has… Read more »