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financial-planning · embed-ft 0.32
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Personal Finance › Financial Planning
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Overview
Title
Jim Pratt-Heaney | Founding Partner, Coastal Bridge Advisors | CT
Description
Jim Pratt-Heaney, Founding Partner at Coastal Bridge Advisors, brings 30+ years of experience in financial strategy, investment analysis, and advisory.
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Scanned at
2026-06-23 13:55:09