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Updated about 3 years ago,
Looking for Financial Planner and tax expert in Richmond, VA
Hello BP folks,
I'm in search of a financial planner/adviser and tax expert in the Richmond, VA area. I teach personal finance to organizations and we are scaling big enough that I need to add to my team. These two members would be referral only partners, but need them listed as part of my team. Some small co-speaking engagements in the future may happen as well. But for now, we really need a consistent name to send clients.
Thank you and look forward to meeting and growing our businesses together!