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Amanda B

CFP®, ChFC®, Series 66

Daytona Beach, FL

Newedge Advisors

Amanda Blocksom is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Sagepoint Financial, ECG, and M Holdings Securities. Outside of her advisory work, she is involved with Industry 386 Salon LLC, a business she has operated since 2013. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to curated advisory programs, utilizing centralized due diligence and technology to support client and advisor needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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