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Personal finance is more personal than it is finance.

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⬅ Term vs Permanent Life Insurance in 90...
CNBC’s “Straight... ➡

I was truly honored–and just a little bit terrified–to be the subject of one of the BAM Alliance‘s short films (extraordinarily produced by Once Films) depicting the heart of the work we’ve dedicated our lives to.

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Permalink | | Posted on: October 27, 2014 in Videos

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⬅ Term vs Permanent Life Insurance in 90...
CNBC’s “Straight... ➡

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About Me

I am an advisor, speaker and author. As the Chief Advisory Officer at SignatureFD, I act as the coach and advocate of our experienced corps of advisors in pursuit of the optimal delivery of our unique client experience.

I authored the book, "Simple Money," and I’m a member of the CNBC Financial Advisor Council and a regular contributor for Forbes.

A central theme drives my writing and speaking: Personal finance is more personal than it is finance.

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