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User:Finplanwiki

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This is the current revision of this page, as edited by Finplanwiki (talk | contribs) at 19:35, 26 July 2015 (My background). The present address (URL) is a permanent link to this version.

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I am an experienced financial advisor and CFP, forced to Wiki here anonymously because my stodgy old industry lives in the last century and my luddite compliance department doesn't allow me on social media. I edit articles related to financial advice, financial planning, CFP, and notable people in my industry.

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