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Jake Cahn, CPA, Director
Freestone Capital
Robb Carter, CFA®, Partner
Stephanie d'Ippolito, CFP®, Director of Financial Planning
Andrew Erisman, CIMA®, Partner
Pete Forras, Managing Director
Gary I. Furukawa, Founder & Senior Partner
Jesse Haverstock, CFP®, Director
Phil Klitirinos, Economist
Robert F. Mellon, CPWA®, Partner
Larry Miles
Christopher Odem, CIMA®
Christine Opp, CFA, CFP®, Director
Alison Rambaldini
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  • Planning for Retirement

    Planning for Senior Care

    Planning for senior care can be complicated and intimidating. Here are a few tips to help make the process clear and straightforward....

  • Financial Planning

    Tax-protected Gifting through the IRA Charitable Rollover Provision

    For aging investors, the IRA can prove to become a sizable tax liability as it grows nearing retirement....

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