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Details: |
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Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
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URL: |
http://www.davidjboczar.com/
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Title: |
David J. Boczar, CFPT ,CFA |
Image: |
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Description: |
David Boczar, David J. Boczar, Boczar, financial planning, financial planner, Fairfield, Connecticut, CT, Westport, CFP, Easton, Norwalk, estate planning, IRA rollover, 401K, insurance, investment, investments, retirement, retirement planning, CFA, Certified Financial Planner, Chartered Financial Analyst, divorce planning, risk management, securities, stocks, portfolio management, mutual funds |
Specialized in: |
Financial Planning
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Investment
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Cfa
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Fpa
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Estate Planning
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Retirement
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Risk Management
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Preservation
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Capital
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Insurance
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Portfolio Management
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Inheritance
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Met
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Portfolio
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