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Jonathan Duong

Founder Wealth Engineers. CFA, CFP.

Bio

Founder Wealth Engineers. Trusted advisor to busy professionals, entrepreneurs, pro athletes, and businesses. Personal finance guru. Excel ninja. Extensive experience valuing publicly and privately-held companies. Travel hacker.

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Areas of Expertise

Project ManagementDue diligenceValuationFinancial ModelingPortfolio ManagementBusiness ValuationFinancial PlanningInvestment ManagementRetirement PlanningAsset Allocation