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William Pitney Purse Strings
Financial Planner
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William Pitney, MBA, CFP®, CeFT®, CLU®
President, Financial Coach, Certified Financial Planner, FocusYOU
OVERVIEW OF SERVICES
Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Tax Planning
LOCATION
San Mateo
San Mateo
California
.
United States
SERVING:
All 50 States
Virtual Appointments Available
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