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Financial Planning > Behavioral Finance

New Phoenix Firm To Court Wealthy

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Ryan Barradas has started WealthPoint L.L.C., a company that will sell legacy planning and life insurance planning services throughout the United States.

WealthPoint, Phoenix, has hired 5 employees and signed on as an affiliate of M Financial Group, Barradas says

M Financial, Portland, Ore., is a marketing consortium that represents independent financial advisory firms.

Barradas has been a senior consultant at CFG Business Solutions L.L.C., Phoenix, a firm that advises owners of family businesses.