Online
Busy
Away
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Degrees
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BS Business Administration, MBA
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My Expert Service
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Fee Only Financial Planner. This means that in all circumstances, I am compensated solely by the client and do not receive compensation that is contingent on the purchase or sale of a financial product.
Areas of Expertise:
Cash Planning, Budget, Management
Tax, Portfolio and Insurance Analysis
Managing during employment transition
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Experience & Qualifications
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Over 25 years in corporate finance, focused on small and mid sized firms where one of my primary responsibilities related to employee benefits and retirement plans. Five years direct experience with fee only financial planning firm with responsibility for entire financial planning process and client relations.
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Available Modes Of Communication
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email/chat
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Contact
CFOFinancialServices
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Home » Business & Finance » Financial Planning
» CFOFinancialServices
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