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California
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Newport Beach
Newport Beach Personal Financial Planning
Richard S. Crum, CFP®
Aaron Newland, CFP®
David Y. Chong, CFP®
Scott K. Anderson, Jr., CPA, CFP®, EA
Laura A. Tarbox, CFP®
Laila Marshall-Pence, CFP®,
Jon R. Theriault, CFP®
Patrick L. Chu, CPA, CFP®
Edward Mora, CFP®
Lauren S. Klein, CFP®, EA, MBA
Nancy J. Howard, CFP®, CPA
Donna M. Adam, CFP® CExP CAP
Richard J. Ward, CFP®, CDFA
Todd A. Rustman, CFA,CFP®,CLU,CWPP
Helen H. Timpe, CFP®
Jeffrey Vieth, CFP®
Charles D. Cencibaugh, CFP®
John T. Cooke, CFP®
Lorian K. Petry, CFP®
Henk J. Pieters, MBA, CFP®
Richard Magdaleno, CFP®
Robert H. Klein, CPA/PFS,CFP®,CFS
John N. Harms, CFP®
Mark Wilson, CFP®, APA
D. Michael Olson, CFP®
