ACE Academy 2023 | San Diego
30
Apr
-
03
May
2023
When
San Diego

USA
Where

Wealth management professionals must integrate a complex body of investment knowledge, ethically contributing to holistic, prudent investment decisions by providing objective advice and guidance to individual and institutional investors. Powered by the CIMA® certification, which is the leading credential for investment consulting & portfolio construction.
Wealth management professionals must apply financial planning foundational competencies within a technical, multi-disciplinary process that helps mass-affluent, high net worth clients. Powered by the CPWA® certification, the premier designation for serving the sophisticated financial planning needs of HNW clients. Wealth management professionals must build custom retirement plans to mitigate clients' risks and to master the retirement planning advisory process.

Powered by the RMA® certification, the industry’s only process-based, holistic approach to help clients plan for retirement & the process of decumulation.

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In-Person

Noel Pacarro BrownPosted 11 months ago

Senior Vice President, Financial Advisor

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4.5/5
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I connected with thought leaders, colleagues, and friends in a beautiful venue and received timely insights to grow my practice.

Speakers and Delegates
Industry Experts and Thought Leaders

Chief Financial Planning Nerd
Professor Mathematics Education
Chief Global Strategist
Board Member
Founder and CEO
Head of Practice Strategy
Head of North America Client Solutions
Executive Consultant
Business Development Officer
Managing Director
Director M&A Consulting and Services

Sponsors and Exhibitors
Brand, Media and Promotional Partners

CGI

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Allianz Life

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SS&C Technologies

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S.

Macquarie Group

At Macquarie, we empower people to innovate and invest for a better future. We are a global financial services organisation with Australian heritage, operating in 33 markets.

Bitwise Asset Management

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Capital Group

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Janus Henderson Investors

Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management.

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National Bank Independent Network

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WisdomTree, Inc.

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iCapital

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