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Team Members

Bob Hakim

Bob Hakim

Owner

As a Forbes-listed, award-winning financial planner with years of experience. My proven track record ensures you receive expert, personalized advice tailored to your unique needs. Trust my expertise to guide you towards a secure and prosperous future.

Joseph DeBlasio

Joseph DeBlasio

Licensed Sales Agent

A highly experienced Medicare sales agent, proudly holding a 2024 AHIP certification.

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