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Carissa Lucreziano, CFP

Carissa is a Vice President, Financial Planning & Advice and leads a team of experts committed to helping clients create financial plans that reflect their unique priorities and move them closer to achieving their goals. The team specializes in intergenerational wealth transfer, charitable giving, tax, estate, retirement and business transition planning.

Unique wealth challenges require an advisory strategy.

  • March 4, 2020 March 10, 2020
  • 16:00