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  1. US
  2. CA
  3. San Jose
SUMMARY   Services Excellence Summary

Through Confident Retirement(r), I provide personalized financial advice that will help you reach your retirement goals. My goal is to get to know you and your priorities. We work together to document your goals and track your progress. I also make recommendations that help you adjust to the changes in your life. You will feel connected, confident and in control with digital tools that allow you to access your investments at any time, regular review of your goals and easy access to them. Request a free consultation to get started.

 

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