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Flip is a Certified Financial Planner™ practitioner with over 20 years of experience working closely with High-Net-Worth clients to help them make smart financial decisions in pursuit of their goals, dreams and core personal values. Flip works collaboratively with clients and their team of other advisors to address the key components of a financial plan: Cashflow and Debt management, Retirement Planning, Income Tax Planning, Insurance Planning (risk management), Estate Planning and Investment Planning.