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Personal Financial Advisors
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Estate Planning Counselor
Personal Financial Planner
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Trustee of Estate