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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
  • clients
    • client resources
    • client login
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Future Returns: Why Women Need to Participate in Financial Planning

Future Returns: Why Women Need to Participate in Financial Planning

by Nick | Apr 4, 2023 | Barron’s, Female Financial Planning, Financial Planning for Women, News, Penta

An excerpt: Vance Barse is the founder of Your Dedicated Fiduciary, an investment advisor firm based in San Diego, Calif., that has made centering women a bedrock of its practice: two-thirds of its clients are female-headed households. In a conversation with Barron’s...

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The Wealth Strategists of Your Dedicated Fiduciary® are investment advisor representatives with and offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

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