Followers 1
Laguna Beach, CA
Active 60d ago
Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
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@jesse-moreno-9642
Jesse Moreno, CFA, CFP® is an 18-year financial services industry veteran. Specialties include capital gains tax-mitigation case design.
Active 60d ago
Joined May 20, 2025
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