Cindy David Financial Group > News > Spotlight on Spring Plans: Using design thinking to create a highly successful financial plan > Julia-med

Julia-med

by Cindy David | Nov 20, 2020 | 0 comments

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CINDY DAVID, CFP, CLU, FEA, TEP

Cindy likes to post topics of conversation that are relevant to her clients. This is a great way to stay on topic of current financial topics in between review meetings with the team.

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Julia-med

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