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Current owner of boutique RIA firm. 17 years in the wirehouse world as advisor and regional managment. I run the firm consciously avoiding the pitfalls of the wirehouse culture.
Founding principle is derived from an Albert Einstein quote - "Any intelligent fool can make things bigger and more complex... It takes a touch of genius - and a lot of courage - to move in the opposite direction."
Registered Investment Advisor (RIA).
Bonds, ETFs, Foreign stocks, Mutual funds, REITs, Retirement savings
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