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ETFsETF Special Report 2007-04-01 (5)ETF Special Report
Name: Camilla Neri Firm: Retirement Capital Strategies (LPL affiliate) Location: San Jose, Calif. AUM: $200-plus million (out of a total $400 million for the group) Clients: 200 fee, 200 commission Industry experience: 27 years Cam Neri considers herself a protector of wealth. As the senior advisor, and one of five that make up Retirement Capital Strategies, Neri watches clients' mutual funds very