Mark P. Tolan was recently invited by Ameriprise Financial to attend the annual Barron’s Top Advisors Summit, hosted by Barron’s magazine.

The exclusive conference brings together the advisors and industry decision makers, and is designed to promote best practices and generate new ideas across the industry. Attendees participated in workshops led by advisors who were included in Barron’s 2014 Top 100 rankings.

The sessions explored current topics including on markets, the impact health and wellness has best practices for managing high-net-worth accounts, portfolio management and retirement planning.

As an Ameriprise Private Wealth Advisor, advice that is delivered through one-on-one relationships with his clients, and is anchored in a solid understanding of the clients’ needs and expectations.

For more information, call Mark P. Tolan at 909- 394-0409.

Foothill Blvd., Ste. 100, San Dimas.