SA For FAs

Retirement Advisor: Harbor Crest’s Mike Hennessy On Purposeful Planning


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Mike Hennessy of Harbor Crest Wealth Advisors caters to boaters and business owners who live or work in proximity to Fort Lauderdale, “the yachting capital of the world.” In this podcast (18:52), the South Florida financial advisor “geeks out” on the quantitative side of wealth management while adding the deeper satisfaction he derives from helping retiring clients feel fulfilled. 
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SA For FAsBy Seeking Alpha

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