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Independent Financial Group
Matt Mundy

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Matt Mundy

Retirement Income Certified Professional at Independent Financial Group

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Manager

James Naldi Cfa, Caia, Cima®

Director Research And Portfolio Construction

Peers

Madison Turbeville Caia

Manager, Alternative Investments

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Timeline

Retirement Income Certified Professional
April, 2020 - present

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Brian Kelly
Retirement Income Certified Professional (ricp®) at Refine Wealth Strategies