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Jacob

VanderSlik

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picture of a planner

Here to act in your best interests

About me

I was born in the Midwest, which instilled in me my core values: honesty, hard work and helping others. I have a passion to help ensure everyone I meet gets the right financial plan for their retirement goals. Working as a fiduciary, I enjoy knowing my recommendations are in the best interests of my clients.

Certifications

Chartered Retirement Planning Counselorâ„¢

Education

Studied, Interdisciplinary Studies - Arizona State University

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Phoenix I - Phoenix

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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