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About
I am a Chartered Financial Analyst® charterholder and CERTIFIED FINANCIAL PLANNER™ who helps simplify financial planning and investment topics through real life stories.
DISCLAIMER: These videos are only education. They are not specific tax, legal or investment advice. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. While the information expressed in these videos is believed to be accurate, neither Andrew Fallwell CFA, CFP® nor Lever Wealth Management, LLC make any guarantees to its accuracy.
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