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Certified Financial Planner in the Columbus Ohio area. Started in the industry in 1999. I believe in holistic financial planning and using that process to identify actions needed to accomplish my client's goals. I also use a modified Modern Portfolio Theory for asset management. This incorporates client risk allocation combined with demand trend analysis of broad asset classes to determine participation or exit from athe broad assets classes.
Independent financial planner/advisor.
Bonds, Commodities, Dividend stock ideas & income, ETFs, Retirement savings, Stocks - long
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