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James R. Lingelbach
CERTIFIED FINANCIAL PLANNER™
TPCP, CASL, BFA, NSSA CA Insurance Lic. #0764473
CURO Financial Planning6310 Greenwich Dr, Ste 205, San Diego, CA 92122-6029
Broker Affiliation: Cambridge Investment Research, Inc.
Languages: English
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
CURO Financial and Insurance Solutions, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Registered representative of and offers securities, investment advisory and financial planning services through MML Investor Services, LLC Member SIPC. CURO Financial and Insurance Solutions, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies CA License #0764473
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.