Professional Profile
Call Me When
Call Me When... Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?
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Profession
Professional Certifications
CPWA® (Certified Private Wealth Advisor), CFP® (Certified Financial Planner), CIMA® (Certified Investment Management Analyst)
Functional Expertise
Business Focus
Capital Group

Transition Planning Certification
Client Industries
Client Results
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© 2023 XPX Global LLC. All Rights Reserved.
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© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use