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Raise Your Expectations

Meet The Team

Valerie Flores,CPA•CFP®•EA

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Franklin Banfer, CFP®

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Daniel Mercado

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Brett Reitnauer

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Zachary Pacello

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Eva Mercado

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Gabriella Spallino

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Erin Semelka.jfif

Erin Semelka, MBA, CRPC®

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What We Do

01

PORTFOLIO MANAGEMENT

02

FINANCIAL PLANNING

03

TAX PLANNING

04

ESTATE PLANNING

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