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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Sample Event 1

February 27, 2020 to

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Working Globally
from San Francisco

2443 Fillmore Street, #339
San Francisco CA 94115

Paul LaFollette

Phone: (215) 868-4605
E-mail: paul@iifinancialplanning.com

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Intelligent Investor Financial Planning, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.

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