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Thomas Castelli
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  • My Story
  • Work With Thomas
    • Real Estate Accounting & Tax Solutions
    • Become a Tax Smart Insider
  • Resources
    • Tax Smart REI Newsletter
    • Tax Smart REI Podcast
    • Real Talk Newsletter
    • Blog
  • Let’s Connect
    • Miami Networking Events
    • Invite Thomas to Speak
    • Accounting & Tax Careers
    • General Inquiries

Daily Archives: March 31, 2024

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Mastering Risk Management: The Unexpected Lesson from Becoming a CFP®

Investing, Personal Development, Personal FinanceBy Thomas CastelliMarch 31, 2024

While most assume that the journey to becoming a Certified Financial Planner (CFP) revolves around mastering investing, tax strategies, and estate planning, there lies an unexpected gem: the art of risk management. This blog delves into how this lesson reshapes perspectives, enabling better decision-making.

Thomas Castelli
Certified Public Accountant | Investor

The contents of this website do not constitute as tax, legal, or financial advice. Nor an offer to sell securities.

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