Market Overview

Equita Financial Network Announces New Chief Investment Strategist Mario Nardone

Share:

Equita
Financial Network, Inc
., a recently launched network of independent,
women-led financial planning firms nationwide, announced that Mario
Nardone, CFA
, President and Co-Founder of East
Bay Financial
, has engaged with the firm as Chief Investment
Strategist.

Nardone provides all Member Firms of the Equita network with portfolio
oversight, investment due diligence, and wealth management guidance
tailored to the needs of Member Firm clients. In addition, he provides
model portfolios that subscribe to the investment philosophy shared by
Equita that the market is reasonably efficient, that low cost,
time-tested and liquid investments in a diversified portfolio yield
financial success over time.

"We are thrilled to engage with Mario as our Chief Investment
Strategist," said Katie
Burke, CFP
®, Co-Founder of Equita Financial Network. "By
adding him to the Equita team, our Member Firms have access to a highly
respected and experienced resource to whom they can essentially
‘outsource' portfolio management and due diligence . This allows the
Member Firms to focus on their primary goal of providing exceptional
financial planning to their clients."

Nardone has deep experience in investment management beginning in 1999
at Vanguard. He earned his Chartered Financial Analyst designation in
2003, thereafter transitioning to Chief Investment Officer and Chief
Compliance Officer for a financial planning and advisory firm. In 2010
he launched East Bay Financial Services in South Carolina. In addition
to his engagement with Equita Financial Network, Nardone provides his
expertise and oversight to XY Investment Solutions, among other
Registered Investment Advisors.

About Equita Financial Network

Equita Financial Network is a collaboration of independent, women-led
financial planning firms. Its mission is to help women financial
planners succeed by providing an excellent business platform and
collaborative network of women CFP® professionals. Founded by
Katie Burke, CFP®, and Bridget
Grimes,
CFP®, Equita provides a business platform to each
Member Firm with the resources needed to operate a financial planning
firm. It also provides Member Firms a network with which to collaborate,
share best practices and resources, and identify succession planning
options. Learn more at www.equitafn.com.

View Comments and Join the Discussion!