
Area of Focus: Financial Planning – Estate Planning – Asset Management
Designations: Certified Financial Planner (TM)
Securities Offered Through LPL Financial Member FINRA/SIPC
Left to right: Steve Ragonese, FIVE STAR Wealth Manager Kathy Boyle and Alex Ortiz

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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