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CPA Firm Windes Partners With Integrated to Launch Wealth Firm
California-based accounting firm Windes will leverage Integrated Partners’ platform to launch a new wealth practice.
United states
Newport beach
James cordova
Peter kaplan
Mark mitamura
John caltado
Paul saganey
Matt jarvis
Integrated partners
Ovisto wealth management
Reserve investments
Windes managing partner james cordova
Chief compliance officer john
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