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Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. This content is for informational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. All investment strategies involve risk and have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially affect the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.
Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP board's initial and ongoing certification requirements.
The Worth Leading Wealth Advisor admittance process is based on a variety of factors relative to the advisor's education, scope of business and business practices. Recipients of the Top 50 Women in Wealth Management were evaluated based on their influence, leadership, and achievement in the wealth management arena. Third-party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor.
Link to RIA Firm’s ‘ADV 2A’