BEACON WEALTH TEAM -
YOUR SUCCESS IS A TEAM EFFORT!!!
Wealth Management Professional with over 25 years experience.
CFP®️ - Certified Financial Planner
CEPA®️ - Certified Exit Planning Advisor
📍Newport Beach, CA
💰Advising private companies and family owned business with succession and exit strategies. (Yes - I find that Interesting and Exciting!!!!) 💵⚖️💡
☕️Let’s grab a coffee or something stronger🥃 and discuss business and tax strategies.
WHAT IS YOUR EXIT PLAN?
- Do You HAVE an EXIT PLAN???
Access to multiple Industry Disruptive technologies that are ready for the market.
🚁🇺🇸 Former US Army Aviator, Captain and Company Commander (UH-1 Huey and AH-1 Cobra 🐍 Pilot).
The World is Conspiring for our Benefit - Let’s figure it out and Make it Happen!😎😍😎
My website - www.BeaconWT.com Some good stuff for everyone.
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Day | Followers | Gain | % Gain |
---|---|---|---|
September 07, 2023 | 245 | 0 | 0.0% |
November 16, 2022 | 245 | -2 | -0.9% |
September 07, 2022 | 247 | +3 | +1.3% |
May 15, 2022 | 244 | +6 | +2.6% |
April 06, 2022 | 238 | +9 | +4.0% |
February 07, 2022 | 229 | +11 | +5.1% |
January 01, 2022 | 218 | +12 | +5.9% |
November 24, 2021 | 206 | +48 | +30.4% |
October 16, 2021 | 158 | +13 | +9.0% |
September 09, 2021 | 145 | +41 | +39.5% |