Sandra Saldana Promoted to  Operations Manager

Sandra Saldana Promoted to
Operations Manager

We’d like to congratulate Sandra on her recent promotion to Operations Manager!  An integral part of our team since August 2019, Sandra started at PFI Advisors as an Administrative Assistant to CEO Matt Sonnen.  She earned a promotion earlier this year to...
“Winning Has a Price…”  – Michael Jordan

“Winning Has a Price…”
– Michael Jordan

I recently completed my third viewing of the 10-part documentary series, “The Last Dance,” detailing the Chicago Bulls’ 1998 championship season, and highlighting Michael Jordan’s entire career.  I have never considered myself a Michael Jordan fan, per se, but...
25 Lessons From 25 Years  In Wealth Management

25 Lessons From 25 Years
In Wealth Management

This month marks my 25th anniversary in the wealth management industry. I started down this career path with Merrill Lynch in July of 1997 as a Wire Operator (you’ll have to look that job up – it no longer exists!). In 2008, I helped launch Luminous Capital, and when...
Danny Chajon  Joins PFI Advisors

Danny Chajon
Joins PFI Advisors

Our team continues to grow! We are excited to announce the addition of Danny Chajon to our PFI Advisors family! Danny comes to PFI Advisors from the health care industry where he primarily worked in compliance.  During the pandemic, he worked with Aya Healthcare...