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08/23/2024 | Press release | Archived content

Sanctuary Welcomes $400M Breakaway Group from Merrill

Sanctuary has expanded its network of over 120 partner firms by welcoming TOVA Wealth. The firm was founded by Katie Medina, CFP®, who has been actively involved with CFP Board since 2019, currently serving as a subject matter expert on its Council on Examinations.

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InvestmentNews
Leo Almazora August 23, 2024