Professional Profile
Call Me When
Call Me When... Your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Contact Method
emma@collectivewealthpartners.com
Profession
Professional Certifications
Certified Financial Planner, Charter Retirement Planning Counselor
Functional Expertise
Business Focus

Transition Planning Certification
Client Industries
Client Results
Make XPX Part of Your Business Plans
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