Jill Sousa

Financial Advisor at The AFI Group - Advanced Financial Independence Group - Tustin, CA, US

Jill Sousa's Colleagues at The AFI Group - Advanced Financial Independence Group
Michael Farrell

Financial Planner and tax free retirement specialist

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Steve Sousa

Founder

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Shawn Public

Financial Planner, Notary and IT Director

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Rhonda And

Certified Public Accountant, Project Manager and Consultant

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Tanner Mill

Marketing and Financial Anaylist

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Jessica Markworth

Client Service Manager

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Jill Sousa's Contact Details
Email (Verified)
***@ardenreading.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Rancho Santa Margarita,California,United States
Company
The AFI Group - Advanced Financial Independence Group
Jill Sousa's Company Details
The AFI Group - Advanced Financial Independence Group logo, The AFI Group - Advanced Financial Independence Group contact details

The AFI Group - Advanced Financial Independence Group

Tustin, CA, US • 10 - 19 Employees
Financial Services

Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning.We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is personalized and represents your family's values and objectives.This 12-month, education-based coaching program is designed to give you the accountability you need to work with our advisors to develop a plan that will help you achieve your financial goals.

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Frequently Asked Questions about Jill Sousa
Jill Sousa currently works for The AFI Group.
Jill Sousa's role at The AFI Group is Financial Advisor.
Jill Sousa's email address is ***@ardenreading.com. To view Jill Sousa's full email address, please signup to ConnectPlex.
Jill Sousa works in the Financial Services industry.
Jill Sousa's colleagues at The AFI Group - Advanced Financial Independence Group are Michael Farrell, Steve Sousa, Shawn Public, Rhonda And, Tanner Mill, Jessica Markworth and others.
Jill Sousa's phone number is N/A
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