Be WELLthy Blog

Felicia Fortosis

Sep 19, 2022 |
How do I help our clients Live a Richer Life®? I have the opportunity to work with and for our clients helping to set up, maintain, and…
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Andrew Richardson, CFP<sup>®</sup>
September 19, 2022 |

Andrew Richardson, CFP®

How do I help clients Live a Richer Life®? As a member of the Personal CFO team, it brings me great professional satisfaction…
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Christian Blazona, CFP<sup>®</sup>
September 12, 2022 |

Christian Blazona, CFP®

How do I help our clients Live a Richer Life®? As a member of the Personal CFO team, I’m passionate about building valuable…
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Nicole Gu, CFA, CFP<sup>®</sup>
September 06, 2022 |

Nicole Gu, CFA, CFP®

How do I help clients Live a Richer Life®? I take a holistic and comprehensive financial planning approach with collaborative process to build…
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Selam Gurmu
September 06, 2022 |

Selam Gurmu

How do I help clients Live a Richer Life®? As part of the Personal CFO team, I believe in fostering strong relationships built…
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Noah Arrick, CFP<sup>®</sup>
September 06, 2022 |

Noah Arrick, CFP®

How do I help clients Live a Richer Life®? As an advisor at Brighton Jones, I help clients live a richer life by…
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Ethan Truong, CFP<sup>®</sup>
September 06, 2022 |

Ethan Truong, CFP®

How do I help clients Live a Richer Life®? As an advisor at Brighton Jones, I’m passionate about building relationships with clients and…
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Eric Ho, CFP<sup>®</sup>
September 06, 2022 |

Eric Ho, CFP®

How do I help our clients Live a Richer Life®? As an advisor at Brighton Jones, I’m passionate about building relationships with clients…
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Brianna Thompson
September 06, 2022 |

Brianna Thompson

How do I help clients Live a Richer Life®? As a member of the Personal PCFO team, I strive to build meaningful relationships…
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Stephen O’Dell, CFP<sup>®</sup>
September 06, 2022 |

Stephen O’Dell, CFP®

How do I help clients Live a Richer Life®? Many people think of wealth as a monetary value. I define wealth as “The…
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