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Anthony Lara

Investment Advisor Representative  

Managing Partner

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About Me

With a decade of experience in the financial industry, Anthony Lara is a dedicated financial advisor committed to helping clients achieve their retirement goals. Holding a Series 65 license and a health insurance license, Anthony combines comprehensive financial knowledge with a genuine passion for assisting others in securing a comfortable and stress-free retirement. Outside of work, Anthony enjoys spending quality time with his wife and two daughters, making family a cornerstone of his life and values.

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