FEE-ONLY FIRM. TEAM OF FOURTEEN.
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BA/BS degree required, preferably in Financial Planning, Business, Finance, Education or related field. Working toward a Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA) required. Proficient in Microsoft Office and a basic understanding of industry-specific applications required. Proficient in MoneyGuidePro, Salesforce, Tamarac Advisor View and Rebalancer, and Schwab Advisor Center preferred.