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Member Directory

Credentials, Professional Designations: CFP® CDFA®
Title(s): Managing Director, Client Manager
Company Name: Cornerstone Advisors
Credentials, Professional Designations: ICF ACC, CPLP
Title(s): Career and Retirement Transition Coach
Company Name: New Aspect Coaching
Credentials, Professional Designations: CFP®
Title(s): kerwert@aletheianadvisors.com
Company Name: Aletheian Wealth Advisors
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