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Financial Advisors specializing in

LGBT Financial Planning

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Why these advisors?
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Black Mountain Wealth Advisors, LLC
Carefree, AZ

Seeking risk adjusted returns through a quantitative process.

Introduction - Greg Birrell
Introduction - Greg Birrell
Portfolio Management at Black Mountain Wealth - Greg Birrell
Portfolio Management at Black Mountain Wealth - Greg Birrell
Income Planning at Black Mountain Wealth - Greg Birrell
Income Planning at Black Mountain Wealth - Greg Birrell

3 videos
34 views

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CRPC®, FPA
Haydel Biel & Associates
Pasadena, CA

Introduction - Ricky Biel
Introduction - Ricky Biel
Monthly Update -  Ricky Biel
Monthly Update - Ricky Biel
What's A 401k? - Ricky Biel
What's A 401k? - Ricky Biel
Planning Process - Ricky Biel
Planning Process - Ricky Biel

4 videos
253 views

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CFP®, MBA
Valeo Financial Advisors, LLC
Indianapolis, IN

Bringing it all together. Peace of mind from thoughtful planning and execution

Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel
Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel
Knowing Your Destination - P. Chris Mickel
Knowing Your Destination - P. Chris Mickel
Charting a Course - P. Chris Mickel
Charting a Course - P. Chris Mickel
Follow the Money - P. Chris Mickel
Follow the Money - P. Chris Mickel
Assembling an Effective Team - P. Chris Mickel
Assembling an Effective Team - P. Chris Mickel
Hybrid Portfolio Construction - P. Chris Mickel
Hybrid Portfolio Construction - P. Chris Mickel
Costs, Taxes, and Turnover - P. Chris Mickel
Costs, Taxes, and Turnover - P. Chris Mickel
Key Components to Your Success - P. Chris Mickel
Key Components to Your Success - P. Chris Mickel
Geographic Proximity is Irrelevant - P. Chris Mickel
Geographic Proximity is Irrelevant - P. Chris Mickel

9 videos
342 views

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Dumont Financial LLC
New York, NY

Our Business is Your Financial Confidence

Introduction - Brian Dumont
Introduction - Brian Dumont
Golf - Balance - Brian Dumont
Golf - Balance - Brian Dumont
Food - Balance - Brian Dumont
Food - Balance - Brian Dumont
Golf - Control - Brian Dumont
Golf - Control - Brian Dumont
Food - Control - Brian Dumont
Food - Control - Brian Dumont
Golf - Efficiency and Transfers - Brian Dumont
Golf - Efficiency and Transfers - Brian Dumont
Food - Efficiency and Transfers - Brian Dumont
Food - Efficiency and Transfers - Brian Dumont
Golf - Risk vs Safe - Brian Dumont
Golf - Risk vs Safe - Brian Dumont
Food - Risk vs Safe - Brian Dumont
Food - Risk vs Safe - Brian Dumont
Golf - Taxes - Brian Dumont
Golf - Taxes - Brian Dumont
Food - Taxes - Brian Dumont
Food - Taxes - Brian Dumont
Golf - Time - Brian Dumont
Golf - Time - Brian Dumont
Food - Time - Brian Dumont
Food - Time - Brian Dumont

13 videos
57 views

Score:
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CFP®, MBA
G&G Wealth
Scottsdale, Arizona

Striving to Guide and Guard Your Preferred Lifestyle.

Introduction - Kerina Graham
Introduction - Kerina Graham
Reasons to Rollover 401k to an IRA - Kerina Graham
Reasons to Rollover 401k to an IRA - Kerina Graham
How to Interview an Advisor - Kerina Graham
How to Interview an Advisor - Kerina Graham
Fee Based vs Brokerage - Kerina Graham
Fee Based vs Brokerage - Kerina Graham

4 videos
1321 views

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