I've been a financial planner for over 10 years. Here are the 6 most useful lessons I've learned from my wealthiest clients.

I've been a financial planner for over 10 years. Here are the 6 most useful lessons I've learned from my wealthiest clients.

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I'm a certified public accountant and certified financial planner with over a decade of experience helping high-income professionals and diverse business owners take control of their finances. My clients range from medical professionals to small businesses, and I help them grow their wealth, reduce tax burdens, and run more profitable businesses.

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