Be Wellthy Blog

Katy McDonald, CFP®

Mar 10, 2022 |
How do I help clients Live a Richer Life®? To help clients live a richer life, my goal is to foster and deepen a relationship with each…
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Debra Shapira
March 08, 2022 |

Debra Shapira

How do I help clients Live a Richer Life®? I advise and educate Brighton Jones clients on how to align their passions with…
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Scott Moser, CFP<sup>®</sup>
December 07, 2021 |

Scott Moser, CFP®

How do I help clients Live a Richer Life®? I help our clients live a richer life by crafting and executing plans that…
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Sam Blank, CFP<sup>®</sup>
December 07, 2021 |

Sam Blank, CFP®

How do I help clients Live a Richer Life®? At Brighton Jones, I have the opportunity to build strong relationships with our clients…
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Jake Jones, CFP<sup>®</sup>
December 07, 2021 |

Jake Jones, CFP®

How do I help clients Live a Richer Life®? As a member of the Personal CFO team, I’m determined to build valuable relationships…
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Dennis Chiu, CFP<sup>®</sup>
December 07, 2021 |

Dennis Chiu, CFP®

How do I help clients Live a Richer Life®? When we navigate life with a people-first mindset, we make values-aligned decisions that demonstrate…
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Devyn DeLeon, CFP<sup>®</sup>
December 07, 2021 |

Devyn DeLeon, CFP®

How do I help our clients Live a Richer Life®? I work to cultivate strong relationships with our clients by paying close attention…
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Alejandro Martinez
December 07, 2021 |

Alejandro Martinez

How do I align my time and money with my values and passions to Live a Richer Life®? I’m a business development specialist…
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Thaddeus Allen, CFP<sup>®</sup>
December 07, 2021 |

Thaddeus Allen, CFP®

How do I help clients Live a Richer Life®? I work with clients to help them identify and achieve their life goals. I…
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