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I thrive on helping people from all walks of life, especially women or people who are intimidated or confused by the financial services industry. Financial topics and investing can be very complicated and there are a lot smoke and mirrors that eat away at someone’s nest egg or life savings. I changed careers in my mid-forties to become a financial planner because of the way I personally have been treated as a woman by the financial services industry.
Member since: February 23, 2017

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