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Independent Certified Financial Planner

$75/hr Starting at $300

Having spent 4 years as a stockbroker with a large Wall Street brokerage and the last 10 years as a independent, fee-only financial adviser, I have the experience and education to provide all investors unbiased guidance on their financial lives. This guidance ranges includes: cash budgeting, investment management, retirement and education planning, and much more.

About

$75/hr Ongoing

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Having spent 4 years as a stockbroker with a large Wall Street brokerage and the last 10 years as a independent, fee-only financial adviser, I have the experience and education to provide all investors unbiased guidance on their financial lives. This guidance ranges includes: cash budgeting, investment management, retirement and education planning, and much more.

Skills & Expertise

BudgetingInvestment ManagementInvestment Portfolio DesignManagement

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