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Cole Leonida, CFP®
Oct 24, 20184 min read
Real Financial Advisors
Nowadays, it seems like everyone that is in the financial services industry stakes claim to being a "financial advisor."
22 views

Alex Leonida, CFP®, CIMA®
Sep 12, 20183 min read
It's A Mess
I feel compelled to drop a truth bomb. Ready, here it is: America is absolutely terrible when it comes to saving money!
16 views
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Alex Leonida, CFP®, CIMA®
Aug 5, 20183 min read
All The Feels
Younger generations invest with a sense of purpose. They would prefer to invest in industries and companies that align with their values.
11 views
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