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Lannie Travis CPA, CFP®

Lannie holds both the Certified Public Accountant designation and the Certified Financial Planner (TM) designation. He owns a CPA practice in Helena, Arkansas and also advises clients for Mustard Seed Financial.

Links

CFP® Board of Standards
NAPFA
Schwab
Vanguard
DFA

Presentations

About Passive Portfolio Management (Powerpoint)

Problems of Past Perfomance (Powerpoint)

My Account

Schwab Login

 

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