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Archie Ponce Earns Certified Financial Planner Designation

Archie Ponce Earns Certified Financial Planner Designation

Optima Asset Management Recognized as Top Investment Advisor

Media Mentions


What is a SEP IRA?, Archie Ponce quoted

What is the Roth IRA 5-year Rule?, Archie Ponce quoted

The Biggest Mistakes Retirees Make, Paul Lightfoot quoted

What is a SEP IRA?, Archie Ponce quoted

People Over 60 Fastest Growing Segment of Student Loan Borrowers, Paul Lightfoot quoted

Practical Tips for Small-Cap Investors, Paul Lightfoot quoted

The Perfect Time for Millennials to Invest Like Warren Buffett, Paul Lightfoot quoted

Why GenX Investors Shouldn't Go It Alone, Paul Lightfoot quoted

How to Raise Your Credit Score by 100 Points (almost) Overnight, Paul Lightfoot quoted

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Dallas, Texas 75231   Map

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