CONTINUING LEGAL EDUCATION PRESENTED BY CONSERVEST CAPITAL ADVISORS, INC.
CNBC’s Financial Advisor 100 is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners and regulatory records.
CNBC’s annual FA 100 ranking was published on 10/1/2025 for the year 2025. While Conservest did not pay CNBC any compensation for being considered, Conservest does pay a licensing fee to use the CNBC logo in marketing material. CNBC’s selection criteria can be found here: https://www.cnbc.com/2025/10/
Worth’s Leading Advisors ranking is for the year 2024. While Conservest did not pay Worth any compensation for being considered, Conservest does pay a licensing fee to use the Worth logo in marketing material and for a profile of Christina. Worth’s selection criteria can be found here: https://worth.com/leading-advisors/methodology/
Conservest Capital Advisors, Inc. is hosting an evening for friends and colleagues. Clay Hall, CFA will speak on the “Guns and Butter” of the new administration.
Build a tax-efficient portfolio with strategies for minimizing capital gains, minimizing estate taxes, and boosting long-term returns.
For the sixth year in a row, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
The Worth Leading Advisor Program identified the best registered investment advisors of 2024 that tailor craft strategies to manage clients’ wealth.
The CCA Studio will be home to onsite, audio recordings of episodes for the Financial Matters podcasts. All episodes are distributed in audio forms on all top podcast platforms.
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