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In the News

Cantor Fitzgerald Acquires $120 Million RIA

Posted by Mindy Diamond

By Diana Britton

New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team manages about $120 million in assets, according to Meridian-IQ. The acquisition brings Cantor Fitzgerald’s wealth management division to just over $3 billion in assets.

The joining team includes George Luciani, president of CPAG, Annie Stiles, vice president and financial planner, Caren Habermehl, client service associate, and Dorie McCarthy, office manager.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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