Overview

We are a comprehensive financial planning group consisting of four women who take a holistic approach to financial planning. In addition to being CFP's we also have additional designations (CDFA, AIF, and CLTC) so we are able to provide our clients with specific advice throughout the many stages of their lives. We are looking to grow our unique practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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