President Joseph Eschleman Featured in Financial Advisor IQ Article About Tech Employees

Our President, Joseph F. Eschleman, CIMA®, was featured in this month’s Here’s How You Win Hundreds of Prospective Tech Millionaires From the Wall Street Firms article in Financial Advisor IQ magazine. Along with Towerpoint Wealth, Joseph was featured for his perspectives on and strategies being used to partner with and win successful technology employees as new clients.