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James Phelan, CFP®, CHFC, CLU

James Phelan, CFP®, CHFC, CLU

Financial Professional | Oak Brook, IL

(630) 575-5051

Jim.Phelan@equitable.com

CA Insurance License #0H25733

CFP®, CERTIFIED FINANCIAL PLANNER™ professional and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


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