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Licenses & Certifications
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NMLS#
Nationwide Mortgage Licensing System
IssuedCredential ID 1268245 -
Certified Investment Management Analyst®
IMCA/Wharton Business School, University of Pennsylvania
IssuedCredential ID 1868 -
CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
IssuedCredential ID 25742 -
CA Insurance License
California Department of Insurance
Issued ExpiresCredential ID #0A32861
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