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About
Brent Keith CFP®, ChFC®, CKA®
Senior Advisor
CERTIFIED FINANCIAL PLANNER™
Tiffany Bertelli, FPQP™
Financial Paraplanner Qualified Professional™
Operations Administrator
Angela Priest
Administrative Assistant
Relationship Development
Riskalyze®
Knowing your risk number closes the gap between how you should be investing your money and how you actually are. Take this fun, short quiz built on Nobel-prize winning research from Riskalyze® today and discover your appetite for risk.
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