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Meet the Externs

April 5, 2023

Profiles of three graduates of the Virtual Externship program.

United States Alejandro Aceves Madriz Kristen Heller Financial Planning Association San Francisco State University Anna Bell Gall

Source: wealthmanagement.com

Virtual Externship Offers Pathways for Next Gen Financial Planners

April 5, 2023

Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.

United States Michigan State University Sherri Trombley Hannah Moore Stephen Schiestel Charles Schwab

Source: wealthmanagement.com

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