cfp certified financial planner

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financial planning and investment management services to individual and corporate clients. Our team of professionals, which includes Certified Financial Planners™ and Certified Private Wealth Advisors® (CPWA®), is committed to

& Williams, clients can get every financial service they need. Certified Public Accountants, Certified Financial Planners, Estate Attorneys, Small Business, Trusts, Estate

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small businesses and professional athletes. Carrie Potter, a Certified Financial Planner, provides straightforward advice to her clients. In addition

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a Chartered Property and Casualty Underwriter and a Certified Financial Planner.

insurance products. My training and certifications as a Certified Financial Planner and Chartered Property and Casualty Underwriter.

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