Francesco Conidi, CFP®, CIMA®, is a Director of Wealth Advisory at CLA, where they apply their financial expertise to empower clients and contribute to their financial success. Previously, they served as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2009 to 2021. Francesco is currently pursuing a BA in Environmental Science at Boston University, where they have achieved Cum Laude honors.
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