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Nic Nielsen, CFP® joins the podcast to discuss his wealth management practice, the financial services industry and why creating action based "one page" plans help people organize their finances.
Enjoy!
Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser.
By Centurion WealthNic Nielsen, CFP® joins the podcast to discuss his wealth management practice, the financial services industry and why creating action based "one page" plans help people organize their finances.
Enjoy!
Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser.