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David Bosak

Director of Client Service and Wealth Advisor at Luma Wealth Advisors

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A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, I bring strong risk management and trust administration skills to Fairport. Serving in my role as Ad...

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LUMA WEALTH ADVISORS

  • description Description
    Luma Wealth Advisors was founded to meet the unique financial planning needs of women of wealth. Every woman is different and deserving of respectful, personalized guidance. Luma Wealths team...

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  • Employees count Employees 11-50
  • Revenue Revenue Under 1 Million
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Employees

Michelle Taylor

Advisor, Wid Niche Leader (Widow, Inheritor, Divorce Niche)

David Bosak

Director of Client Service and Wealth Advisor

Frequently Asked Questions Regarding David Bosak

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Answer: David Bosak is the current Director of Client Service and Wealth Advisor at Luma Wealth Advisors.... Read More

Answer: David Bosak works Luma Wealth Advisors located at 1350 Euclid Ave, Cleveland, Ohio, 44115, United States

Answer: Luma Wealth Advisors's Director of Client Service and Wealth Advisor is David Bosak

Answer: David Bosak contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@fairportwealth.com

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