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            • Financial Planning

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              Barsotti Consulting
              Barsotti Consulting
              MISSION
              Our mission is to serve families and individuals who need the help of an expert to guide them through this complex financial world.
              P.O. Box 96
              Concord, CA 94519
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              • (925) 285-9636
              CAVU Wealth Advisors
              CAVU Wealth Advisors
              A life-centered financial planning firm, we get to know what’s important to you, what you hope to achieve and how your finances will help you get there.
              1220 Oakland Boulevard, Suite 200
              Walnut Creek, CA 94596
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              • (925) 388-0372
              Private Wealth Financial Partners
              Financial planning, business succession planning, investment planning, estate planning
              3000 Executive Parkway Suite 400
              San Ramon, CA 94583
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              • (925) 302-9367