Public Professional Profile — Unclaimed
Sofia Marino
Financial Advisor · Marino Wealth Planning
Demo listing. Advisor working with households changing states and tax situations.
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Who I want to meet
CPAs and estate attorneys
Who I can refer
Realtors and lenders in Denver metro
Ideal client
Households relocating in retirement
Specialties
Retirement · Relocation planning
Services
Financial planning · Portfolio review
Service areas
Denver · Boulder