Achieving financial success requires knowledge, sound planning, determination, and most importantly guidance.

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Simi Valley,CA 93065

I developed my interest in personal finance early on in my childhood.  What started out as picking stocks and following the financial market

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Oklahoma City,OK 73159

Jeff is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional® specializing

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Hixson,TN 37343

Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners, a registered investment advi

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Severna Park,MD 21146

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Mooresville,NC 28117

Paul is a Senior Wealth Advisor and Managing Partner who joined our team after a successful career as founder of Capital Advisory Group, Inc.

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Mission Viejo,CA 92691

Kamron Nahavandi has been an Independent Financial Advisor for 20+ years, holding Series Licenses: 6, 7, 63, and 65, as well as Insurance Licens

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Fort Worth,TX 76177

In the realm of financial education, Tory shines as a dedicated leader with over a decade of experience in the financial services industry. As th

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Jesse Mays has over 16 years of experience in the retirement planning and insurance industries. He focuses on providing specific trainings and se

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Oak Brook,IL 60523

Michael Perna serves as President of First Choice Financial Services, LLC and First Choice Insurance Agency, Inc. With years of experience in the

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Portsmouth,OH 45662

Jeremy Frazie grew up in Minford, Ohio, where the values of hard work, integrity, and community shaped his life. A proud graduate of Marshall Uni

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