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Financial Advisors specializing in

College Planning

Sort: Alphabetical Video Views Score
Why these advisors?
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CKA®
Sherpa Financial Advisors
Irvine, CA

We're our clients’ personal CFO, helping them to preserve and grow their wealth and make smart decisions about their finances.

Introduction - Mike Spieler
Introduction - Mike Spieler
The Tale of Two Models - Mike Spieler
The Tale of Two Models - Mike Spieler

2 videos
55 views

Score:
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CFP®
Brockman Wealth & Capital LLC
Naples, FL

Providing high value custom investment management and financial plans

Stay tuned for videos from this advisor!

Score:
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AICPA, CPA, MBA
Pendragon Capital Management
New York, NY

Prudent, Independent, and Intelligent Investment Management.

Introduction - Ian Green
Introduction - Ian Green

1 video
193 views

Score:
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AICPA, CPA, PFS
Clarity Wealth Management, Inc.
Irvine, CA

Introduction - Gina Chironis
Introduction - Gina Chironis
Background - Gina Chironis
Background - Gina Chironis

2 videos
627 views

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CFP®, FPA
Hammond Investment Planning Corporation
Smyrna, Georgia

Manage your net worth today to guarantee your financial independence tomorrow...with the help of your Hammond Investment Planning advisor.

Introduction - MaryJane LeCroy
Introduction - MaryJane LeCroy
How We Help Our Clients - MaryJane LeCroy
How We Help Our Clients - MaryJane LeCroy

2 videos
319 views

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