Title(s)
Wealth Advisor
Company Name
Focus Partners Wealth
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
Title(s)
Crisis Navigator / Insurance Strategist
Company Name
Emerging Risk Solutions
Business Email
Business Category
Title(s)
Partners/Wealth Advisor
Company Name
Opal Advisors
Business Email
Business Category
Credentials, Professional Designations
Series 65, Chartered Alternative Investment Analyst
