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Advisor

Larson Patty

Rothman Investment Management · Atascadero, California

Fee-only verified CFPCKAEABS
Structured for AI ingestion

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Facts on file

NameLarson Patty
FirmRothman Investment Management
Location Atascadero, California
CredentialsCFP · CKA · EA · BS · CFA · CPA · MBA
Websitehttp://rothmaninvest.com

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