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Financial Advisors Who Are

CPAs

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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AICPA, CPA, MBA
Pendragon Capital Management
New York, NY

Prudent, Independent, and Intelligent Investment Management.

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Introduction - Ian Green

1 video
177 views

Score:
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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
216 views

Score:
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CPA, PFS
Axiom Advisory, LLC
San Diego, CA

Fee-Only Personal Financial Advisor

Stay tuned for videos from this advisor!

Score:
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AICPA, CFA®, MBA
Martin Investment Management
Evanston, IL

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Introduction - Patrick Martin
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Client Services & Approach - Patrick Martin

2 videos
190 views

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
52 views

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