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A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies.
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A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies.

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Girish Thakar
President
Thakar Financial, LLC
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Sharon Davis
Financial Services Professional
New York Life
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Enrique Perez
Managing Principal, Chief Investment Officer
Mission Park Capital
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