Principal Certified Financial Planner® at
Navion Financial Advisors
Years of Experience
35 years
Member Since
2023
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Principal
2004 - 2008
Sr. VP - Investments
1993 - 2004
Financial Consultant
1990 - 1993
Staff Sergeant
1974 - 1982
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. CA Insurance License Number #0C59477.
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