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Principles Holistic Coaching Connie Jackson Kevin o’leary (aka mr. wonderful) might be the world’s favorite (and most outspoken) investor. you’ve probably seen him on shark tank, where he’s doing deals. Wealth manager wealth managers typically work with the high net worth population. they serve the same holistic purpose as cfps, but they also specialize in estate planning, accounting, and philanthropic decisions. robo advisor robo advisors are becoming more popular in making it easier for people to invest—especially with financial apps.
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