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Video Series: What’s the purpose of an advisor?

  • rzophin
  • May 17, 2022
  • 1 min read

Part 1: Clarification


Part 2: Forecasting


Part 3: Partnership


Part 4: Shiny Object Syndrome


 
 
 

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Investment advice offered through Integrated Partners, doing business as One Vision Retirement, a registered investment advisor.

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Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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Lisa Sakai CA Insurance #1493349                     Chris Whalen CA Insurance #0F27157

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