Our Most Popular  Blog Posts of 2022

Our Most Popular
Blog Posts of 2022

As 2022 draws to a close, we pause to reflect on the past year we’ve had here at PFI Advisors.  While 2020 and 2021 saw firms trying to develop a “new normal,” this year saw them finally embrace it. Regardless of location, firms continued to serve their clients,...
A Different Kind of  #GivingTuesday Campaign

A Different Kind of
#GivingTuesday Campaign

For the fifth year in a row, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way.  For any RIA that purchases an annual subscription to The COO Society between now and year end, PFI Advisors will donate all proceeds to...
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...