Matt Sonnen

Founder & CEO at PFI Advisors - , California, United States

Matt Sonnen's Contact Details
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Location
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PFI Advisors
Matt Sonnen's Company Details

PFI Advisors

, California, United States • 1 - 10 Employees
Financial Services

PFI Advisors works exclusively with billion-dollar breakaway teams that feel they already have the scale to start their own RIA without partnering with the national platforms that are currently out there. For existing RIAs, PFI Advisors is available to consult on many of the operational and strategic issues facing larger firms as they continue to grow and need scale. This includes Operations and Technology Consulting (Technology Assessments, Technology Conversions, Operational Best Practices, etc.), and M&A Integration Support Services (after the "handshake," how do you attain the economies of scale everyone has sold you on?).

Details about PFI Advisors
Frequently Asked Questions about Matt Sonnen
Matt Sonnen currently works for PFI Advisors.
Matt Sonnen's role at PFI Advisors is Founder & CEO.
Matt Sonnen's email address is ***@pfiadvisors.com. To view Matt Sonnen's full email address, please signup to ConnectPlex.
Matt Sonnen works in the Financial Services industry.
Matt Sonnen's colleagues at PFI Advisors are Brian Heinrich, Matthew Alcorn, Danny Chajon, Larissa Sonnen and others.
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