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Anthony Wight, CFP®

Anthony Wight, CFP®

Planner

My role is to support our advisors and their clients through this in-depth planning process. This includes analyzing the client’s situation, addressing any missing pieces, designing the plan, and developing objective actionable recommendations. I collaborate with the client’s advisor to identify and consider any missing pieces of the puzzle to create a concise output that captures the entire picture and maps out the road ahead toward the client’s unique goals and values. 

 

CRN202702-5916039