Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning
Steve Sanduski
NOVEMBER 8, 2023
is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA.
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