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Jennifer de Thomas

Jennifer de Thomas, CFP®

Jennifer de Thomas, CFP, thrives on organizing people’s financial lives so they are free to concentrate on what they love to do.

She feels that planning is fundamental to the integrity of your financial life and that everyone, whether they are just starting out, just starting over, or just starting to retire, benefits from a plan that accounts for each piece of their financial puzzle, not just their portfolio.

Identifying priorities, uncovering underlying relationships to money and aligning values with their hard earned savings is at the top of her priorities.

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