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Matthew Shipman
Matthew Shipman
Pacific Advisors, CA Insurance License #0K12914 Managing Partner
https://www.pacificadvisors.com/matt_shipman (858) 242-5808

As a Managing Partner at Pacific Advisors, I am responsible for managing our Advisor Performance Group (APG), our wealth management team and compliance team. I am tasked with growing the investment and advisory services division through acquisition, recruiting, and training and development. 

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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