Followers 1
Lewes, de • ESTP
Active 23h ago
Bio: Grew up in NEPA; Harrisburg PA after college except for two foreign stays in Australia & Paramus, NJ. :) CPA providing personal financial planning.
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@charlie-ehrenfried-9111
Solo advisor, 100 households, $45 million AUM. Tech stack= Redtail, Holistiplan, Income Lab.
Active 9d ago
Joined Aug 14, 2025
Cincinnati, OH
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