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ECHELON - Deals and Deal Makers

8/27 - 8/28 - Laguna Niguel, CA

Catchlight is thrilled to attend ECHELON's annual Deals & Dealmakers Summit. We hope to see you there! Schedule time with our team to chat organic growth at the summit.

FPFestival

Future Proof Festival

9/7 - 9/10 - Huntington Beach, CA

We're excited for this year's Future Proof Festival! Stop by our booth or book time with us to learn more about Catchlight's offerings.

WM-Industry-Awards

The Wealthies

9/4 - New York

Catchlight is honored to share that we’ve been named finalists for the 2025 WealthManagement.com Industry Awards, The Wealthies! Come meet the team at the event.

 

NAIFA

NAIFA Event

10/14 - Arlington, VA

Book time with the Catchlight team or drop by and say hi if you are also attending the sessions hosted by NLC.

 

Home - Quotes - Orange

As a software engineer, I'm passionate about leveraging the power of data to help financial advisors grow their businesses. I especially love working with an incredible team to build innovative solutions to complex problems and utilize technology to drive growth and efficiency.

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Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

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