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California Planning, Stocks and Bonds Expert #46626

I have 4 years of experience, and specialize in the field of fiduciary wealth management with specific knowledge in the areas of behavioral finance, asset allocation and proper diversification. I have published on such topics as education saving, retirement planning and market analysis. Previous to my career in financial services, I served in the law enforcement arena. I am a recognized expert in several areas and have testified many times in both trials and depositions.

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Los Angeles, CA
(323) 545-0450
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(628) 239-2700