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Monday, June 14, 2021
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Tag: retirement planning

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CAPITAL GAIN

Before Chad Willardson launched Pacific Capital, he focused on what clients really wanted from their financial advisor and how they ...

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GETTING IT RIGHT

When Sid Miramontes couldn’t get things done ‘his way’ at the big wirehouses, he launched his own capital investment firm.

bagels to bonds samwhite

Bagels to Bonds

Sam White had an entrepreneurial spirit even as a 10-year old. Today, he’s a top financial adviser, managing $600 million. ...

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