posted on April 5th 2017 in LA/OC CFP Team Posts & San Diego CFP Team Posts with 0 Comments /

WorthPointe is a progressive firm. What makes us different is using the latest financial technology to augment our attentive advisors, not replace them. Watch San Diego Financial Planner Ken Cortlett, CFP® talk tech.

about the author: WorthPointe Wealth Management Team

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