Specialties
About Me
I help people approaching or in retirement create a unique financial plan tailored to them.
I help people approaching or in retirement create a unique financial plan tailored to them.
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Interests & Hobbies
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Credentials
BFA, CLTC, CRC, AIF, ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Strum Wealth Management are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling (610) 477-6635. This email service may not be monitored every day, or after normal business hours.