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Jarrett S
CFP®, Series 66
Fresno, CA
Panoramic Financial
Jarrett Suddarth is a CFP® with nine years of industry experience, currently a financial advisor at Panoramic Financial. His prior roles include positions at VOYA Financial Advisors, Teckmeyer Financial Services, and FedEx. Panoramic Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm utilizes tailored investment strategies combining active and passive approaches with a focus on tax efficiency and offers educational workshops for clients and the public.
Andrew M
CFP®, Series 65
Fresno, CA
Panoramic Financial
Andrew Mcfadden is a CFP® with 13 years of industry experience, currently serving at Panoramic Financial where he has worked since 2014. Prior to this, he worked for five years at the Clovis Unified School District. Panoramic Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, offering tailored investment strategies that combine active and passive approaches with a focus on tax efficiency. The firm provides ongoing advice under asset-based arrangements and conducts educational workshops for clients and the public.
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