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Anthony Lara
Investment Advisor Representative
Managing Partner
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.
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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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