The Team

Our Advisors

Wil F Daniels

Wil F Daniels

Financial Advisor

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Designations

CEP®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Domestic Partner Planning

Education

University of Washington - Bachelor of Arts - Business Finance
CA Insurance #0G95716

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Carl Bailey

Carl Bailey

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

Bachelor of Science, Computer Science, Hampton University, Hampton, VA

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