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Marc Roggenkamp, Financial Advisor in Beverly Hills, CA | U.S. News...
money.usnews.com
Learn more about Marc Roggenkamp, a financial advisor in Beverly Hills, CA with the US News Advisor Finder.
A SoCal Summit | National Association of Plan Advisors
www.napa-net.org
Levine was joined by Fidelis Fiduciary Management CEO W. Michael Montgomery and Marc Roggenkamp, Institutional Consulting Director, Graystone Consulting, Morgan Stanley. “To say that ERISA is a well-drafted law — not so much,” said Levine.
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