Providing financial literacy for all – The San Diego Union-Tribune

Providing financial literacy for allThe San Diego Union-TribuneEarly in his career as a financial advisor, third-generation San Diegan Jim Chilton, began noticing two very distinct traits of his soon-to-be clients. First, almost all of them had no written financial plan. Second, after having initial fact-finding … …read more Source:: San Diego News By Google News

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