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    • Financial Life Planners
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    • Team-Based Solutions
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    • Expectations
    • Security & Transparency
    • Vision & Mission
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  • Services
    • Private CFO
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    • Los Angeles – Corporate Office
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    • Charles Schwab
    • Wealth View
    • TD Ameritrade

Daily Archives: July 17, 2018

Celebrating life’s momentous occasions

ChirpBy Vanessa PatrickJuly 17, 2018

A couple weeks ago, I enjoyed one of the best vacations of my life.  We were celebrating my parents’ 80th birthdays.

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