Nadene Salzman is an Investment Advisor and Financial Consultant for Source Financial Advisors. She provides a holistic wealth management approach in helping her clients navigate life’s milestones and transitions. She helps her clients determine what’s most important to them and subsequently develops and implements strategies that lets them pursue their most cherished goals while defending against the factors that might undo them. Source Financial is an independent financial advisory boutique firm that delivers fee-only, un-conflicted investment consulting, financial planning and family office services. Ms. Salzman is currently pursuing her CFP® to become a Certified Financial Planner.

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