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Financial Advisors Who Are

CPAs

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFP®, CPA
Strategic Advisors, Inc.
San Leandro, CA

We help clients attain financial abundance using a holistic planning approach

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Introduction – Daven Sharma
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A Passion for Personal Finance – Daven Sharma

2 videos
63 views

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

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Introduction - Gina Chironis
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Background - Gina Chironis

2 videos
604 views

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CFP®, CPA, PFS
The GM Financial Group LLC
Pennington, NJ

Building, Managing & Safeguarding Your Wealth

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Introduction - Guy McPhail
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Investment Mistakes - Guy McPhail
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Proactive Tax Planning - Guy McPhail
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Tough Questions to Ask Financial Advisors - Guy McPhail

4 videos
196 views

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AIF®, CPA, PFS
Glass Jacobson Financial Group
Owings Mills, MD

Manage the Now, Empower the Future

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Introduction - Jonathan Dinkins
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The Importance of a Well-Coordinated Approach - Jonathan Dinkins
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Global Investing - Jonathan Dinkins

3 videos
133 views

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CPA, MBA
Cedarview Capital Management
New York, NY

Seeing the forest from the trees.

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Introduction - Burton Weinstein

1 video
224 views

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