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(650) 378-8588
I am an Investment Adviser Representative with NEXT Financial Group, Inc. located in San Mateo, CA. I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses.
I collaborate
Anonymous G. —
Kalvin helped me evaluate a potentially risky deal, and suggested a strategy to protect what I value most: my relationshipips
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