Fundamental Wealth Management
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Advisors

Sean Donnelly

APMA

Financial Advisor

Visit Sean Donnelly's website

Cheryl Lopez

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cheryl Lopez's website

Peter Dold

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Peter Dold's website

Max Zimet

Financial Advisor

Visit Max Zimet's website


Team

Kristen Wilcox

Kristen Wilcox

Client Service Specialist