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@financialguide.com
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1 phone found area 214
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LinkedIn matched
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Sharon J. Baca, Mba, Cfp® is listed as Livin' the good life as a volunteer...very easy to STAY busy. at Sharon J. Baca, CFP®, based in Plano, Texas, United States. AeroLeads shows a work email signal at financialguide.com, phone signal with area code 214, and a matched LinkedIn profile for Sharon J. Baca, Mba, Cfp®.
Sharon J. Baca, Mba, Cfp® previously worked as Principal at Sharon J. Baca, Cfp® and Financial Advisor at Level Four Advisory Services, Llc. Sharon J. Baca, Mba, Cfp® holds Texas, Women And Leadership from Leadership Texas.
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AeroLeads found 1 current-domain work email signal for Sharon J. Baca, Mba, Cfp®. Compare company email patterns before reaching out.
Your dreams, objectives and concerns are what we address in the process of developing your financial plan. My combination of personal business experiences and education as well as extensive work with clients can help me understand, analyze and present options for helping you achieve your goals and objectives. My commitment is to provide you with a new level of attention, insight and capability. Contact me to discuss your financial future.Specialties: Financial Planning, Investment Management, Pre and post retirement planning.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.
Listed skills include Strategic Financial Planning, Life Insurance, Fixed Annuities, Retirement Planning, and 8 others.
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Financial Planning for clients, who want solid information upon which to base their financial futures. Investments and risk management.
North Texas
My passion is financial planning and Texas is the geographical focus of my practice.As a professional with Level Four Advisory Services, I practice as a financial planner and a financial advisor. I am fully securities licensed in Texas, Oklahoma and North Carolina. In addition, I hold a Texas Group One License, which allows me to offer Long Term Care Insurance and Life insurance as well as disability income and annuities. I cannot communicate with nor respond to requests from people who reside in states where I am not licensed to conduct insurance and/orsecurities business.
Activities and Societies: Executive MBA program
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Sharon J. Baca, Mba, Cfp® works for Sharon J. Baca, CFP®.
Sharon J. Baca, Mba, Cfp® is listed as Livin' the good life as a volunteer...very easy to STAY busy. at Sharon J. Baca, CFP®.
AeroLeads has found 1 work email signal at @financialguide.com for Sharon J. Baca, Mba, Cfp® at Sharon J. Baca, CFP®.
AeroLeads has found 1 phone signal(s) with area code 214 for Sharon J. Baca, Mba, Cfp® at Sharon J. Baca, CFP®.
Sharon J. Baca, Mba, Cfp® is based in Plano, Texas, United States while working with Sharon J. Baca, CFP®.
Sharon J. Baca, Mba, Cfp® has worked for Sharon J. Baca, Cfp®, Level Four Advisory Services, Llc, Spectrum Financial Group, Prince Of Peace Catholic Community, Plano, and Gekiere And Associates.
You can use AeroLeads to view verified contact signals for Sharon J. Baca, Mba, Cfp® at Sharon J. Baca, CFP®, including work email, phone, and LinkedIn data when available.
Sharon J. Baca, Mba, Cfp® holds Texas, Women And Leadership from Leadership Texas.
Sharon J. Baca, Mba, Cfp® is listed with skills including Strategic Financial Planning, Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Long Term Care Insurance, Investment Management, and Disability Insurance.
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