Following 2
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Johns Island SC
Active 5h ago
Bio: I’m 40+ year professional investment manager/advisor, now an income independence coach. I’m also promoting my 2nd book, Retirement Money Secrets.
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Lake Villa, IL • INFJ
Active 4h ago
Bio: I partner with founder-led businesses to productize their expertise
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@patrick-phelan-5791
Thinking of retiring soon. If so, I'll be converting most of my investments to CEFs.
Active 6h ago
Joined Feb 24, 2025
Sacramento, CA
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