GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Karekin Kaprelian
Owner of Vertex Wealth Advisors, a team-based financial practice addressing the needs of business executives, small business owners, retirees, young professional families and more. With a solid foundation of teamwork, our practice draws on the...
ABOUT KAREKIN
Owner of Vertex Wealth Advisors, a team-based financial practice addressing the needs of business executives, small business owners, retirees, young professional families and more. With a solid foundation of teamwork, our practice draws on the skills and strengths of each credentialed professional to achieve our collective goal of helping clients like you meet their financial goals. We cover key aspects of financial planning and investments with regular progress meetings to review goals and progress. Together, we can help you feel more confident, connected and in control of your financial life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
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