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MC
Michael Chen
WealthWise Financial
Financial AdvisorMember
Certified Financial Planner helping individuals and businesses achieve financial freedom through smart investment strategies.
Member since August 2021
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121 Stories by Michael
MC
Michael Chen
Financial Advisor
Jan 3, 2024
Deep dive into Jennifer's client needs
121 with Jennifer Walsh (Lawyer)
Virtual coffee with Jennifer this morning was incredibly insightful. We spent time understanding each other's ideal client profiles in much more detail than our usual chapter presentations allow. Jen...
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