My guest today is Brian Ursu. Brian Ursu has helped clients meet their financial goals for more than 30 years. He has worked in large financial institutions, at a major wire-house brokerage firm, and now in his own wealth-management firm, Intentional Wealth Advisors LLC. His focus is on education, as well as client service.

GUEST LINK: https://www.intentionaladvice.com/brian-ursu/

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