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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
188 views

Score:
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CFP®, CPA
Rogers & Kirby
Phoenix, AZ

Lighting the way with inspiring financial strategies to a life of value.

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Introduction - Dennis Rogers
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Smart Giving - Dennis Rogers
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Penalty Free Withdrawals Before Age 59 1/2 - Dennis Rogers
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Sequence of Return Issues - Dennis Rogers
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Tax Efficient Giving - Dennis Rogers

5 videos
18 views

Score:
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CFP®, CPA
Wolf Retirement Navigation
Jacksonville, FL

Wolf Retirement Navigation is an independent broad-spectrum financial advisory firm built upon the premise of maintaining a client-centered approach.

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Introduction - Adam Wolf
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How it all fits together - Adam Wolf
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Terrified to Spend - Adam Wolf
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Fees in Retirement - Adam Wolf

4 videos
10 views

Score:
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CFP®, CPA, PFS
Linscomb & Williams
Houston, TX

Helping clients to secure their futures and achieve their goals.


Stay tuned for videos from this advisor!

Score:
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CPA
Vision Capital Partners
Novi, MI

Helping families organize and optimize their financial lives.

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Introduction - Tom Duncan
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Passive vs Active vs Structured Investing - Tom Duncan

2 videos
28 views

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