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Please note, these NaviPlan® software tools are for illustrative purposes only. Given this limitation, you may still find the hypothetical assessments useful and a motivational starting point for a more comprehensive conversation with your Aikapa advisor. Please feel free to contact us if you have any questions regarding assessment results.


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Wealth Planning & Management

Offices in
San Francisco & Corte Madera


Edi Alvarez, CFP®


Certified Financial Planner™






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