Executive Financial Counseling

Executive Financial Counseling: Why It Helps Executives Grow In Their Role 

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Meet the Author

Nicole Joko

Client Advisory

Nicole is a Senior Principal in the Orange County office. She has twenty years of experience in managing relationships and working with senior executives and high net worth families in the areas of comprehensive financial planning and income tax services. Additional responsibilities included overseeing the Business Management Operations including auditing, quality control, reporting, and distribution, […] ...

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