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John is the manager of Financial Planning Group. Since 1977, he has provided financial and estate planning to the firm’s clients. His primary role is to counsel individual clients, train and mentor the financial planners of the firm, and provide the vision to grow the firm as a premier professional1.
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John Smith is a Principal of Financial Planning Group. His primary role is to formulate investment strategy for the firm's clients. Jim is responsible for supervising investment research and portfolio implementation. He serves as a personal advisor to a number of clients. | |  |
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