FEE-ONLY, BOUTIQUE RIA. ~$185 MILLION AUM.
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BA/BS from an accredited university. 2-5 years of experience in financial planning. Ability to prepare income tax, cash flow, and educational cost projections, retirement income needs analysis, and risk management reviews. CFP® candidate or licensee. Basic level of understanding of portfolio construction and traditional investment vehicles. Excellent written and verbal communication skills. Superb organizational skills.