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Carlos A.


Basking Ridge, NJ
Hometown: Basking Ridge

Member since:

March 16, 2013

What is your goal from joining this group

Want to meet intelligent hard working people and help build the entrepreneurial ecosystem in NJ.

What is your Passion

I want to disrupt the financial planning services industry. My vision is to find smart hard working driven people and help them achieve financial independence.


I'm a Financial Planner who specializes in working with entrepreneurs. My clients range from startups to businesses with revenue in excess on $10,000,000 and span multiple sectors.

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