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Introducing Rene Moreno, our new client relationship manager

Introducing Rene Moreno, our new client relationship manager

We are very pleased to introduce the
newest member of the Arrowhead
Wealth Partners’ team, Rene Moreno.
Rene’s role as a Client Relationship
Manager is to ensure smooth daily
operations of the office, support our clients,
and assist the financial advisors.
Rene is a professional office manager with
over two decades of experience in the
financial services industry. She is looking
forward to meeting all of you, and she is
excited about being on the team that makes
your financial wellbeing our priority.