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How a suddenly wealthy, young Bay Area widow found her RIA after months of fruitless efforts

With a big life insurance settlement augmenting a considerable estate, this young mother had literally dozens of sit-down meetings and a hard-fought happy ending

Tuesday, April 23, 2013 – 4:26 AM by Brooke Southall
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When you're young with big assets and not much earning power, you're really a retired person with a long horizon.


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