fee-only financial adviser
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fee-only financial adviser

Expert in: Mutual Funds    
Rating:
Languages: English
Manage approx. $35 million in assets, using no-load mutual funds. Determine risk tolerace, asset allocation recommendation, fund analysis and fund recommendations
All chat sessions start FREE!
Chat / Phone: $3.33 per minute (Convert currency)
Email: charges will be assessed for time spent reading and responding to emails at $200 per... (Convert currency)

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Other Specialties

Financial Planning
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Degrees

MBA, CFP

My Expert Service

25 years experience in fee-only financial planning and investment advising, MBA, CFP, sole proprietor of SEC registered advisory firm

Experience & Qualifications

in investment business since 1983, own own fee-only firm, manage more than $35 million in assets

Available Modes Of Communication

email/chat

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