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Degrees
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MBA, CPA
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My Expert Service
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Developed investment programs for many individuals and families ranging from a few hundred thousand dollars to over $100 million.
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Experience & Qualifications
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20 years of experience advising private clients on developing investment plans for both retirement and preservation of wealth.
Familiar with mutual funds, hedge funds and a variety of others investment products. I have never sold investment products. I have only advised on their use.
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Available Modes Of Communication
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email/chat
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Contact
CP Advisor
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