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*Registered Principal offering securities and investment advisory services through SagePoint Financial, Inc., a registered broker-dealer member FINRA/SIPC & registered investment advisor. Insurance services offered through Shusterman Wealth Management, who is not affiliated with SagePoint Financial, Inc.

CA Insurance License 0744247

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck