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    What is an AIF designation?

    AIF stands for Accredited Investment Fiduciary. It is a professional designation that signifies training and expertise in fiduciary standards — the obligation to put client interests first. Dan holds the AIF designation along with the MSPFP (Master of Science in Personal Financial Planning) and MPAS (Master Planner Advanced Studies).

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    • Planning built around academic and medical careers
    • Tax, estate, and investment strategies working together
    • A dedicated advisor who understands your world
    • Transparent fees with no product commissions

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