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David Reyes Celebrates Three Years at IDA

David has contributed significantly to our team, bringing dedication and expertise. Learn more about his achievements with IDA.

Today, IDA recognizes David Reyes, CFP, EA, AIF from our Carlsbad location, for his dedication and support to IDA and the IDA Clients.

View more about David here.

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Congratulations to Derek Long on recent promotion

Derek was recently promoted to Wealth Adviser. We’re excited for all the great things he will bring to this role.

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