Zephyr Advisory Group
Actively licensed CPA - Credential ID: CPA035286
FINRA Series 65 (inactive)
Form U5 available upon request
Serving clients in roles that include, but are not limited to: CPA Consultant - IPO/transaction readiness, Accounting/Finance Director or Manager, Interim/fractional Controller, CFO, Treasury Analyst (strategic finance), Investment Analyst, Financial Analyst, Investment Adviser Representative, Financial Planner
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