David Le, CFP®’s Post

View profile for David Le, CFP®

Chief Technology Officer / Wealth Advisor at Beacon Pointe Advisors

Financial health and wellness are an ongoing journey— the new year is a great time to pause, reflect, and adjust as needed... here are my team’s top financial planning priorities by decade. https://lnkd.in/gq9R3fMQ

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Planning for financial success! 💰📈

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