Sara Gardner, CFP

    Couple meeting with a fiduciary financial advisor in a modern office to discuss financial planning and retirement goals.

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    What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?

    A fiduciary financial advisor is legally required to act in a...

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    What is Operational Planning?
    What is Operational Planning?

    EP Wealth Vice President, Advisor, Partner, Sara Gardner, CFP®, shares how operational planning can...

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