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Danielle J. Genier, CLU, CFP
Danielle J. Genier, CLU, CFP
in Annual MeetingSep 7, 2021

Holding my clients accountable

Genier believes that holding clients accountable to their retirement goals is key to achieving them. She shares the process she uses with her clients to ensure their financial goals become reality.
Financial planning
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Author(s):

Danielle J. Genier, CLU, CFP