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https://virtualadvisorsystem.comVirtual CFP® for World Travelers | Creator of The Virtual Advisor System for NextGen Advisors
I love helping my clients use their money to enjoy life today while planning for tomorrow. I help them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a comprehensive virtual financial planning process.
I serve CEO's, Founders, Business Owners and C-Suite Executives from coast to coast through my virtual model so they can embrace the finer things in life, everything from luxury travel & experiences to buying their dream beach home, all while saving them time and money.
