Sebastopol, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Ana works as a client support specialist for Boom Planning and Canvas Financial, both financial planning firms, dedicating minimal time to each. Ana also owns Studio Vidro, producing glass tableware and jewelry and selling at arts/craft shows, spending a few hours per week on this endeavor.