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Pasadena,Ca
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Bio: VFO Liaison: Elite Resource Team
San Diego State University: B.S. 2008
University of the Rockies: M.A. 2017
Registered Yoga Teacher
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@brody-rosenfeld-2795
I'm a financial planner, CFP, and CPA out of Philadelphia who helps advisors free up their time and add expertise to their planning process.
Active 149d ago
Joined Aug 23, 2023
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