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Identifying Ideal Financial Advisor Referrals During Life Transitions 00:10:00

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THOMAS H. ZIMMERMAN, CFP®, Founder, Principal and Chief Fiduciary Wealth Advisor. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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