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Stella choi (Stella-CFA-CFP)
Dibs: 282
CFA, CFP®
Dana Point, CA

Quick bio

I have over 20 years of experience in serving high net worth clients' portfolio managements, research, and wealth managment subjects. I enjoy empowering my clients to achieve their life goals and serving them in investing in risk optimized portfolios.

Skills & expertise

Investment advices, personal financial planning

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