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Work Experience
Board Member
Jan 2023 - Present · 1 years and 11 months
Principal / Founder, Financial Planner
Aug 2019 - Present · 5 years and 4 months
Vice President Business Development And Customer Success
Mar 2017 - Aug 2019 · 2 years and 5 months
Company Details
Vision - The essential Hub of our Financial Planning Community. Our Mission - Connect CFP(R) and Financial Planning professionals to the resources they need and the people who need them. The FPA of Greater Phoenix is an affiliated chapter of the national Financial Planning Association.
Year Founded
1988
Social Media
Linkedin
Industry
Financial Services
HQ Location
c/o Premium Organization P.O. Box 4130 Scottsdale, AZ 85261, US
Keywords
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