The Independent Financial Group
✓ VerifiedFinancial Planner
📍 simi valley, CA, 93065
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About
CERTIFIED FINANCIAL PLANNER® (CFP®) professional, an ACCREDITED INVESTMENT FIDUCIARY® (AIF®) serving Simi Valley, Moorpark, and Thousand Oaks pre-retirees and retirees navigating the transition from a corporate career to Retirement, including Social Security income planning and tax management strategies since 1991.
Location
📍 simi valley, CA, 93065
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