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Series 65 Fee Only Fiduciary Advisor 2001 - Present
Series 7 Securities 1985-2000
Certified Financial Planner Since 1992
Accredited Investment Fiduciary 2012

I saw the light in 2001 and relinquished my sales license to become a Registered Investment Advisor, working at a fee only  fiduciary capacity for affluent families, retirement plans and other entities. I offer sound  advice, a long term plan and stewardship over selling products and offering up forecasts.

We provide creative education for investors who want to build wealth, ignore Wall Street and flourish with their lives by making informed intelligent financial decisions and freeing themselves from the conflicted interests of th...

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