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Presenter: Joseph Quijano, CFP

Nationally renowned financial planner and financial educator. He will guide you through this powerful financial discovery. Become The Banker is a family owned company that has been in business for over 45+ years with a spotless reputation.

Presenter: Jordan Quijano, Financial Advisor

Jordan, son of Joseph, is a nationally renowned financial planner and financial educator. He will guide you through this powerful financial discovery. Become The Banker is a family owned company that has been in business for over 45+ years with a spotless reputation.

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Name
First Last
Date Of Birth
Date Format: MM slash DD slash YYYY
Address
City State / Province / Region ZIP / Postal Code Country
Email
Phone
Average Annual Income
Annual Income
Occupation
Debt
Total Credit Card Debt
Total Mortgage Debt
Total Automobile Debt
Total Student Loan Debt
Do you have an old 401k or IRA?
Do you have a new 401k or IRA?

Client Form

Presenter: Joseph Quijano, CFP

Presenter: Jordan Quijano, Financial Advisor

7 Minute Crash Course:

Full Course:

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Average Annual Income

Debt

BECOME THE BANKER

SIMPLE PLAN

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