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A Unique History of Community Participation and Diversity

At Preferred Financial Partners, we believe we are as accomplished as our actions and ability to establish relationships. Our leadership sets the example with a unique record of achievement marked by a plethora of executive memberships, community impact, awards, and publications. Our advisors and partners benefit from our background spanning decades of industry insight, field experience, practice management, and local alliances.

Financial professionals today want to be part of a bigger purpose where core values align with community enrichment. Recognizing and capitalizing on the strength of a multicultural and diverse field force is a leadership responsibility – both to address the unique needs of an increasingly diverse consumer base and to reflect that diversity in our own firm. A culture of shared values and community involvement is the path to owning the future marketplace.

Preferred Financial Partners is highly involved in the community, and we will continue to expand our efforts every year to further our commitment. We support a variety of issues related to diversity, women, children, literacy, medicine, disability, economic empowerment, and others. A few of the causes we support, through board memberships or community projects, are:

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck