diff --git "a/financial_advisory_clients.csv" "b/financial_advisory_clients.csv"
new file mode 100644--- /dev/null
+++ "b/financial_advisory_clients.csv"
@@ -0,0 +1,5001 @@
+client_id,age,employment_status,annual_income_usd,marital_status,dependents_count,credit_score,total_debt_usd,monthly_expenses_usd,emergency_fund_months,investment_portfolio_usd,primary_goal,time_horizon_years,target_amount_usd,risk_tolerance_1_10,financial_literacy_1_10,risk_aversion_1_10,trust_in_institutions_1_10,preferred_channel,checkin_frequency,last_session_date,session_duration_min,topics_discussed,recommended_products,user_satisfaction_1_5
+C0001,23,Salaried,61514,Married,0,412,35514,5460,3,11708,Emergency Fund,1,36102,7,6,4,7,App,Annual,2024-12-14,45,budgeting;savings strategies;risk management;credit score,growth stocks;sector ETFs;crypto assets,3
+C0002,63,Retired,60350,Married,2,422,19726,7008,4,255986,Retirement,7,914284,4,9,7,3,Email,Biannual,2025-02-27,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0003,64,Salaried,200387,Married,1,466,166369,13570,4,1201099,Wealth Accumulation,5,91535,6,9,5,7,Phone,Quarterly,2025-02-05,55,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0004,64,Retired,96194,Married,2,429,61201,7544,4,471973,Healthcare,10,155539,4,5,6,4,Email,Biannual,2025-10-26,25,budgeting;savings strategies;charitable giving;insurance review;medicare,index funds;blue-chip stocks;corporate bonds,3
+C0005,63,Self-Employed,121501,Married,2,450,143883,11000,8,804151,Retirement,2,1611109,4,9,8,6,Phone,Biannual,2024-07-04,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0006,37,Self-Employed,69968,Single,0,455,113488,4421,1,74398,Business Investment,20,380079,9,6,2,6,App,Biannual,2025-08-16,44,budgeting;savings strategies;estate planning;college funding;retirement income,growth stocks;sector ETFs;crypto assets,3
+C0007,59,Salaried,42862,Married,1,468,27312,4025,5,119306,Estate Planning,7,561694,3,8,8,6,Phone,Monthly,2024-10-08,34,tax optimization;estate planning;tax strategies;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C0008,25,Salaried,55953,Married,0,404,81184,4596,4,15642,Retirement,43,3364106,6,7,6,5,Chat,Annual,2025-03-03,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0009,46,Salaried,157221,Married,1,493,379449,13160,5,277708,Wealth Accumulation,3,180314,6,10,5,6,App,Annual,2024-12-12,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0010,58,Salaried,190030,Single,0,463,100461,9550,7,840439,Retirement,3,1985517,4,9,7,4,In-Person,Annual,2024-10-14,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0011,45,Salaried,195029,Married,1,454,567890,17990,3,471058,Business Investment,10,86169,9,8,3,5,Email,Quarterly,2025-06-20,31,tax optimization;estate planning;tax-efficient investing;risk management;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0012,62,Salaried,47064,Married,0,437,42973,4361,6,227822,Healthcare,15,195627,2,5,10,8,Email,Monthly,2025-05-15,42,budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs,3
+C0013,57,Self-Employed,125910,Divorced,0,442,136946,5171,4,453667,Estate Planning,15,606930,7,9,5,7,In-Person,Quarterly,2024-08-12,54,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0014,36,Salaried,125248,Single,0,458,325907,7183,2,132487,Retirement,28,3880372,6,9,4,8,App,Monthly,2025-05-21,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0015,21,Student,18571,Married,0,392,18296,1773,2,4751,Travel,5,21932,6,4,5,5,Chat,Biannual,2025-05-08,26,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C0016,61,Unemployed,1750,Married,1,375,735,500,4,4715,Wealth Accumulation,10,1220,3,8,8,7,Email,Quarterly,2025-03-11,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C0017,46,Salaried,225123,Married,2,508,406704,22894,1,588164,Wealth Accumulation,7,319322,9,9,1,5,App,Ad-hoc,2025-05-24,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0018,65,Retired,56689,Married,2,423,54426,5883,5,269864,Estate Planning,5,539396,1,7,10,5,In-Person,Biannual,2024-09-07,32,budgeting;savings strategies;retirement income;college funding,treasury bonds;money market;CDs,3
+C0019,64,Unemployed,4716,Single,0,370,4417,500,3,3227,Estate Planning,7,618577,4,7,7,7,Phone,Quarterly,2025-08-22,47,budgeting;savings strategies;tax-efficient investing;credit score,index funds;blue-chip stocks;corporate bonds,4
+C0020,56,Unemployed,3511,Married,0,362,2522,500,3,254,Retirement,5,52039,2,8,9,7,In-Person,Quarterly,2025-06-27,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,4
+C0021,34,Salaried,99494,Divorced,1,461,172147,5676,3,68156,Home Purchase,3,555686,6,9,5,7,In-Person,Monthly,2025-07-23,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0022,65,Self-Employed,54804,Married,1,417,14522,4999,4,247274,Estate Planning,5,434660,5,7,6,7,Phone,Biannual,2025-11-11,43,budgeting;savings strategies;social security;risk management;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C0023,67,Retired,100777,Married,0,414,65294,6986,6,453292,Estate Planning,5,558576,2,9,10,6,Phone,Monthly,2025-03-07,46,tax optimization;estate planning;business succession;retirement income;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C0024,41,Salaried,191264,Married,2,490,388636,16601,4,247163,Business Investment,10,103855,6,9,5,7,Phone,Quarterly,2025-12-23,49,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0025,56,Salaried,59925,Single,0,457,17726,3956,5,203992,Retirement,11,1064168,3,7,8,8,Email,Quarterly,2024-08-27,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0026,34,Unemployed,3626,Married,1,354,11896,500,2,3719,Retirement,28,123450,5,7,5,5,App,Quarterly,2025-08-26,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0027,65,Salaried,212605,Single,1,477,79222,11977,5,1019671,Retirement,1,2281735,4,6,8,6,Phone,Quarterly,2025-08-20,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C0028,60,Self-Employed,50459,Married,1,453,23306,4035,4,227736,Wealth Accumulation,20,50669,5,6,7,5,Phone,Quarterly,2024-10-19,36,investment strategies;budgeting;savings strategies;tax strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C0029,18,Student,7485,Married,1,316,12962,935,2,1960,Travel,3,10088,6,4,5,7,Email,Annual,2025-09-25,43,budgeting;savings strategies;emergency fund;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C0030,41,Salaried,65610,Married,3,463,210263,7390,3,127298,Business Investment,5,280119,7,9,4,7,Email,Annual,2025-12-06,52,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0031,54,Self-Employed,204456,Married,1,475,167407,16761,4,807491,Retirement,9,3996227,7,9,4,5,Email,Biannual,2024-08-17,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0032,53,Salaried,193001,Widowed,0,516,152880,10919,3,371862,Travel,1,22317,5,9,5,5,In-Person,Annual,2025-07-28,44,tax optimization;estate planning;business succession;charitable giving;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0033,36,Self-Employed,91122,Married,2,428,265262,5444,1,117477,Home Purchase,3,571279,8,7,3,5,Email,Quarterly,2025-07-30,35,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0034,51,Self-Employed,301307,Married,1,483,384148,16771,1,969686,Travel,3,7666,9,9,2,5,Phone,Quarterly,2025-05-02,45,tax optimization;estate planning;insurance review;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0035,60,Salaried,126643,Married,0,447,137266,8615,4,593655,Estate Planning,10,686972,6,10,6,6,Phone,Monthly,2024-11-15,37,tax optimization;estate planning;tax strategies;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0036,55,Self-Employed,115373,Married,2,480,162450,9706,6,458412,Healthcare,10,149352,5,7,7,5,In-Person,Monthly,2024-10-04,37,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C0037,59,Self-Employed,211761,Married,0,473,138383,9349,4,1079468,Healthcare,5,61336,7,10,4,7,Email,Ad-hoc,2024-10-30,41,tax optimization;estate planning;credit score;college funding;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0038,24,Student,14569,Married,1,353,10329,1779,3,174,Travel,2,29446,6,7,6,5,App,Quarterly,2025-01-14,40,budgeting;savings strategies;emergency fund;medicare,index funds;blue-chip stocks;corporate bonds,2
+C0039,43,Salaried,181620,Single,1,462,311653,11813,2,239119,Retirement,21,6302499,9,7,3,5,Email,Annual,2024-11-15,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0040,76,Retired,64845,Single,0,433,72546,3962,2,403859,Healthcare,20,261824,6,8,5,6,Phone,Quarterly,2025-10-01,34,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0041,55,Unemployed,4893,Married,1,346,5820,544,3,3885,Retirement,8,85037,3,8,8,7,In-Person,Quarterly,2024-10-09,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C0042,27,Salaried,64902,Divorced,0,429,93126,3645,3,22457,Wealth Accumulation,3,50377,7,8,5,6,App,Quarterly,2025-12-05,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0043,58,Self-Employed,49827,Single,0,425,52871,3415,4,251006,Retirement,4,764815,5,7,7,6,Chat,Quarterly,2025-02-09,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0044,58,Unemployed,1289,Single,0,362,1532,500,4,1730,Retirement,6,22094,2,6,10,4,Phone,Annual,2025-05-15,22,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0045,38,Salaried,184050,Married,1,471,494557,12490,5,233536,Home Purchase,1,871500,6,7,5,6,App,Monthly,2025-09-04,35,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0046,27,Self-Employed,235928,Married,1,433,238105,14941,3,139288,Emergency Fund,1,228535,8,8,3,6,Email,Quarterly,2024-10-17,35,tax optimization;estate planning;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0047,62,Salaried,262962,Married,1,485,190258,23067,6,1236873,Wealth Accumulation,7,225251,5,9,6,6,Email,Monthly,2024-08-11,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0048,24,Student,23958,Married,0,366,36553,2621,2,2771,Debt Reduction,1,35198,8,5,4,8,App,Biannual,2025-09-26,45,debt payoff strategies;budgeting;savings strategies;credit score;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0049,23,Unemployed,539,Married,0,312,1036,500,1,4312,Education,3,172738,7,7,4,7,Email,Quarterly,2024-09-28,40,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0050,63,Salaried,50347,Married,0,440,29496,4192,5,248929,Healthcare,10,181632,3,7,9,6,In-Person,Annual,2024-11-15,40,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C0051,50,Salaried,221370,Single,0,495,98568,9952,3,541825,Healthcare,7,160149,8,9,4,4,In-Person,Quarterly,2025-11-30,33,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0052,63,Salaried,77929,Married,1,428,54261,3928,4,272242,Retirement,2,1096169,3,7,9,4,Phone,Biannual,2025-07-21,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0053,31,Self-Employed,293787,Single,0,425,849056,16530,4,178774,Debt Reduction,2,251616,7,6,5,7,Email,Quarterly,2025-10-15,34,debt payoff strategies;budgeting;savings strategies;social security;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0054,40,Salaried,109589,Married,1,454,153378,8448,5,147864,Home Purchase,5,753167,6,10,5,6,Email,Quarterly,2024-09-11,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0055,44,Salaried,96904,Married,2,448,258193,9574,2,201321,Retirement,16,2333661,7,8,4,4,Email,Biannual,2025-10-31,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0056,29,Self-Employed,246369,Married,2,448,342322,20353,1,157131,Debt Reduction,3,189872,10,7,1,7,App,Quarterly,2025-06-04,46,debt payoff strategies;budgeting;savings strategies;college funding;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0057,61,Retired,119459,Married,0,420,128395,10308,6,463199,Wealth Accumulation,10,115204,4,10,6,3,Email,Biannual,2025-07-14,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0058,58,Salaried,131225,Single,0,470,130721,5099,8,519983,Healthcare,10,299657,3,9,8,4,Email,Biannual,2024-09-17,32,tax optimization;estate planning;retirement income;emergency fund;long-term care,treasury bonds;money market;CDs;tax-efficient funds,3
+C0059,57,Salaried,89944,Married,2,465,54675,8142,3,319552,Healthcare,7,295752,6,8,5,4,Email,Ad-hoc,2024-09-09,28,tax optimization;estate planning;business succession;retirement income;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0060,42,Salaried,224061,Married,1,488,419955,18824,3,329356,Retirement,20,5812949,7,10,3,4,In-Person,Biannual,2025-12-17,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0061,61,Self-Employed,135733,Married,1,481,145493,7908,3,809155,Healthcare,7,212782,6,10,4,3,In-Person,Annual,2024-08-04,29,tax optimization;estate planning;social security;risk management;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0062,69,Retired,37008,Married,1,395,48371,3255,3,261693,Estate Planning,5,559301,5,7,6,7,Email,Monthly,2024-11-25,36,budgeting;savings strategies;tax strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C0063,42,Salaried,99749,Divorced,0,452,203546,5035,2,145609,Retirement,22,3185448,6,8,4,6,In-Person,Biannual,2025-10-28,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0064,47,Self-Employed,133286,Married,0,475,293699,7317,4,416049,Wealth Accumulation,7,211971,8,8,4,6,Phone,Quarterly,2025-12-07,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0065,25,Student,7400,Single,0,377,14018,631,2,4738,Debt Reduction,1,7376,7,7,4,7,App,Monthly,2025-05-15,49,debt payoff strategies;budgeting;savings strategies;charitable giving;long-term care,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0066,34,Unemployed,1396,Married,1,342,2760,500,3,2662,Debt Reduction,1,2143,2,8,8,4,App,Quarterly,2025-10-29,35,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,treasury bonds;money market;CDs;debt consolidation loan,2
+C0067,76,Retired,67753,Married,1,420,85780,6474,5,509327,Healthcare,20,295565,2,7,10,4,In-Person,Quarterly,2025-11-16,26,budgeting;savings strategies;retirement income;business succession,treasury bonds;money market;CDs,3
+C0068,24,Student,13521,Divorced,2,379,12420,1249,1,3385,Education,3,124013,7,5,3,7,App,Biannual,2025-03-06,35,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0069,52,Self-Employed,41219,Single,1,472,35058,3442,2,148599,Wealth Accumulation,10,29139,7,8,4,3,In-Person,Ad-hoc,2024-08-11,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0070,85,Retired,37384,Married,0,364,29967,2998,4,371662,Estate Planning,5,314028,3,8,9,7,Email,Monthly,2025-03-24,50,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C0071,33,Salaried,161190,Married,1,437,592127,8910,1,121633,Home Purchase,3,902213,9,7,2,6,App,Quarterly,2025-07-07,42,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0072,22,Student,9709,Married,0,353,17723,1055,2,4486,Travel,1,11186,6,6,5,7,Phone,Annual,2024-09-25,42,budgeting;savings strategies;long-term care;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C0073,21,Student,10795,Married,0,354,8979,1166,1,493,Education,3,161484,7,4,4,6,Phone,Quarterly,2024-07-07,36,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0074,52,Salaried,228601,Single,0,486,301921,14399,3,620764,Healthcare,7,213383,7,10,4,6,Phone,Quarterly,2025-08-10,45,tax optimization;estate planning;investment allocation;insurance review;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0075,77,Retired,59205,Married,0,376,19922,6070,5,510685,Healthcare,7,161610,4,9,8,4,In-Person,Ad-hoc,2025-03-11,36,tax optimization;estate planning;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0076,54,Salaried,240366,Widowed,0,476,122008,15106,4,752297,Estate Planning,15,1831997,6,8,5,3,In-Person,Annual,2025-11-23,21,tax optimization;estate planning;long-term care;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0077,64,Retired,91828,Married,2,456,60952,6888,5,467993,Retirement,1,1069383,3,7,8,5,App,Annual,2024-10-06,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0078,34,Salaried,223617,Divorced,1,493,311146,15270,2,200926,Home Purchase,5,981181,9,7,3,6,In-Person,Monthly,2025-04-19,37,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0079,52,Salaried,95707,Married,1,454,25784,6552,3,261777,Retirement,17,2928664,5,8,6,3,Phone,Annual,2025-06-14,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0080,32,Self-Employed,142457,Single,0,413,409799,7108,1,121976,Retirement,29,6016221,8,7,2,5,Email,Monthly,2025-07-21,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0081,60,Retired,98835,Single,0,465,117830,6181,2,477855,Retirement,5,1344546,6,8,4,6,Phone,Quarterly,2025-08-23,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0082,27,Salaried,136143,Married,0,437,181821,6378,2,74145,Home Purchase,7,809867,9,9,3,8,Email,Monthly,2024-09-18,56,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0083,35,Salaried,246712,Married,3,475,743777,20481,3,260864,Business Investment,10,255388,9,8,3,5,Chat,Quarterly,2025-09-24,32,tax optimization;estate planning;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0084,23,Self-Employed,194909,Married,0,443,249852,14927,1,44517,Education,3,159872,10,7,1,6,App,Quarterly,2025-07-08,32,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0085,33,Salaried,176034,Married,0,466,620658,8757,6,134160,Retirement,30,7244039,5,8,7,7,Email,Quarterly,2024-11-23,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0086,85,Retired,32779,Single,0,348,27565,2397,5,262997,Healthcare,15,264877,2,7,10,5,Chat,Quarterly,2025-05-28,35,budgeting;savings strategies;investment allocation;college funding;estate planning,treasury bonds;money market;CDs,2
+C0087,78,Retired,44644,Married,1,398,61606,3771,3,268886,Healthcare,10,257820,5,5,6,8,Email,Biannual,2025-08-26,48,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,3
+C0088,85,Retired,58778,Married,1,397,39190,6066,3,623026,Travel,1,11205,6,9,6,5,In-Person,Quarterly,2024-08-18,38,tax optimization;estate planning;long-term care;tax-efficient investing;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0089,22,Salaried,164348,Single,0,429,214678,8535,2,24934,Education,7,111009,9,5,3,7,In-Person,Biannual,2025-06-25,36,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0090,70,Retired,94006,Single,1,440,45205,5633,5,649428,Estate Planning,5,1316909,2,7,10,4,Phone,Biannual,2025-01-22,28,budgeting;savings strategies;tax strategies;insurance review,treasury bonds;money market;CDs,3
+C0091,58,Salaried,91486,Single,0,463,84591,3513,3,367574,Wealth Accumulation,10,131176,5,9,6,4,In-Person,Biannual,2024-09-28,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0092,24,Student,13149,Married,0,392,26861,1435,3,4003,Education,3,105670,6,3,5,6,App,Annual,2025-12-03,32,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0093,27,Salaried,86710,Married,1,429,129678,5788,3,34283,Debt Reduction,3,113855,7,8,4,5,Phone,Biannual,2025-09-28,36,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0094,50,Salaried,66975,Married,2,492,77740,7187,3,172968,Wealth Accumulation,15,95336,6,9,5,6,Phone,Monthly,2024-12-23,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0095,30,Salaried,66504,Widowed,2,416,102919,5579,3,34887,Retirement,40,3211112,5,9,6,4,App,Annual,2024-10-07,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0096,51,Salaried,65243,Married,1,469,41248,7576,5,137316,Retirement,19,2090525,4,9,7,5,Email,Biannual,2025-10-17,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0097,63,Salaried,111623,Married,1,467,46788,6144,5,429959,Wealth Accumulation,3,113037,4,10,6,6,Email,Quarterly,2025-10-02,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0098,28,Salaried,105328,Single,0,450,84113,5703,4,48999,Retirement,34,5412820,6,8,5,7,Email,Monthly,2025-02-11,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0099,70,Retired,86222,Married,1,440,99360,6517,3,526112,Healthcare,7,211542,5,9,5,6,In-Person,Biannual,2025-03-06,42,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0100,45,Salaried,190926,Divorced,0,503,256087,7420,5,384442,Home Purchase,2,1148180,5,8,7,8,Phone,Quarterly,2025-08-19,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0101,31,Salaried,222398,Married,1,456,757671,16201,5,156095,Retirement,33,10198409,5,6,6,6,App,Quarterly,2024-07-16,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C0102,32,Self-Employed,184104,Married,0,444,290553,13529,1,187929,Debt Reduction,1,248601,9,9,1,6,Email,Quarterly,2024-10-17,49,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0103,37,Salaried,78927,Single,1,465,194795,5135,4,83954,Education,2,152132,5,8,6,7,Email,Quarterly,2025-12-14,54,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0104,57,Salaried,122988,Married,1,477,203615,9146,5,475166,Retirement,9,1891766,6,9,5,7,Phone,Biannual,2024-07-13,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0105,35,Salaried,190029,Married,3,435,785354,13750,4,238605,Retirement,26,6855896,7,8,4,8,App,Monthly,2024-09-05,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0106,82,Retired,49978,Divorced,0,392,17333,3346,3,504430,Retirement,1,507604,3,6,7,5,Email,Quarterly,2024-12-12,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0107,31,Self-Employed,216914,Single,0,429,280408,9992,2,163892,Emergency Fund,1,56173,8,8,2,6,Phone,Ad-hoc,2024-11-14,36,tax optimization;estate planning;tax strategies;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0108,26,Self-Employed,238586,Single,0,417,164075,15598,3,124641,Home Purchase,5,1022655,9,8,3,6,App,Quarterly,2025-04-16,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0109,73,Retired,25292,Divorced,0,392,18131,2133,4,144986,Estate Planning,10,753664,3,5,8,7,Phone,Quarterly,2025-04-06,34,budgeting;savings strategies;social security;investment allocation,treasury bonds;money market;CDs,3
+C0110,76,Retired,43130,Married,0,416,60337,3688,3,323140,Estate Planning,20,1983929,5,10,6,7,Email,Quarterly,2025-05-25,56,tax optimization;estate planning;tax strategies;medicare;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0111,58,Salaried,175500,Divorced,0,484,86568,5533,7,592222,Wealth Accumulation,20,258339,3,10,7,4,Phone,Biannual,2024-11-26,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C0112,43,Salaried,90297,Married,2,453,176657,7706,3,203594,Education,2,126477,7,9,5,4,App,Biannual,2024-07-05,38,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0113,34,Unemployed,4064,Married,0,338,8965,500,4,1362,Debt Reduction,1,3553,2,6,9,8,Email,Monthly,2024-10-22,51,debt payoff strategies;budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs;debt consolidation loan,3
+C0114,75,Retired,50944,Divorced,0,413,27520,4195,3,284929,Healthcare,7,271982,5,5,5,4,Email,Biannual,2024-10-07,23,budgeting;savings strategies;tax-efficient investing;college funding;long-term care,index funds;blue-chip stocks;corporate bonds,2
+C0115,65,Retired,44086,Single,0,429,24043,3620,7,216934,Estate Planning,7,659643,1,7,10,4,In-Person,Annual,2025-01-24,24,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C0116,41,Salaried,208027,Married,2,471,420786,15301,4,316593,Retirement,29,6804263,6,9,4,5,App,Annual,2025-08-31,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0117,25,Student,10837,Married,2,388,15188,1347,2,2112,Wealth Accumulation,5,7385,8,4,4,6,App,Quarterly,2024-09-22,39,investment strategies;budgeting;savings strategies;investment allocation;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C0118,26,Self-Employed,185367,Single,0,449,258178,10690,1,94793,Emergency Fund,3,174930,9,8,1,7,Email,Quarterly,2025-04-22,52,tax optimization;estate planning;college funding;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0119,33,Salaried,211952,Married,1,476,405209,15010,1,184369,Debt Reduction,1,262275,9,9,1,7,App,Quarterly,2025-02-22,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0120,50,Salaried,238490,Single,0,518,87345,9952,6,478447,Retirement,13,6308456,6,8,6,7,Email,Quarterly,2024-08-06,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0121,65,Salaried,198560,Single,2,444,230483,13397,3,1101332,Travel,3,10357,7,6,3,4,Email,Biannual,2025-01-31,24,budgeting;savings strategies;retirement income;insurance review,growth stocks;sector ETFs;crypto assets,3
+C0122,64,Retired,20341,Married,1,417,21394,2520,4,88045,Healthcare,15,149288,2,6,9,5,Email,Monthly,2025-07-22,32,budgeting;savings strategies;social security;risk management;charitable giving,treasury bonds;money market;CDs,3
+C0123,62,Self-Employed,190489,Married,1,483,231796,10348,3,1271711,Travel,1,15464,7,9,4,6,Phone,Quarterly,2025-01-14,40,tax optimization;estate planning;investment allocation;long-term care;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0124,54,Self-Employed,124606,Married,1,471,124586,10370,4,438851,Wealth Accumulation,7,174670,6,8,4,5,Phone,Quarterly,2025-05-01,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0125,24,Unemployed,981,Married,1,301,1733,500,2,2240,Debt Reduction,1,1759,7,4,5,8,App,Monthly,2025-06-09,45,debt payoff strategies;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0126,32,Salaried,258882,Married,0,461,873200,14636,5,160136,Debt Reduction,2,203446,5,7,6,5,App,Biannual,2025-03-15,30,debt payoff strategies;budgeting;savings strategies;risk management;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C0127,24,Salaried,179932,Married,0,418,226214,10703,3,58524,Travel,1,23179,8,6,4,8,App,Biannual,2025-12-02,40,budgeting;savings strategies;long-term care;medicare,growth stocks;sector ETFs;crypto assets,4
+C0128,18,Student,4578,Married,0,340,3671,500,1,933,Travel,1,18007,7,4,4,5,Email,Biannual,2025-09-05,31,budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets,3
+C0129,53,Salaried,121496,Single,2,450,129864,8558,5,343246,Retirement,8,2480179,5,8,5,3,In-Person,Biannual,2024-10-04,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0130,69,Retired,42419,Married,2,405,43674,4427,5,212348,Healthcare,7,159428,5,5,7,6,In-Person,Annual,2024-10-07,33,budgeting;savings strategies;credit score;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C0131,82,Retired,74683,Divorced,0,424,83650,2946,2,685669,Estate Planning,10,1261580,6,8,5,5,App,Annual,2024-11-14,35,tax optimization;estate planning;emergency fund;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0132,65,Salaried,237784,Married,2,471,263025,19970,6,1452443,Estate Planning,5,1670231,5,10,6,6,App,Biannual,2024-07-15,47,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0133,53,Salaried,107312,Married,0,460,35370,6917,5,304891,Travel,3,5444,5,7,6,5,Phone,Quarterly,2024-07-04,38,budgeting;savings strategies;social security;medicare;risk management,index funds;blue-chip stocks;corporate bonds,3
+C0134,70,Retired,47346,Married,1,423,56272,4975,5,230819,Retirement,1,530741,2,8,8,4,Phone,Biannual,2024-12-19,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C0135,66,Retired,108051,Married,2,447,116505,6862,8,436585,Estate Planning,7,192286,3,10,9,4,App,Quarterly,2025-11-10,40,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,2
+C0136,81,Retired,62994,Married,1,377,48097,6428,2,665731,Retirement,1,637198,6,8,4,5,In-Person,Annual,2025-02-11,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0137,54,Salaried,213429,Married,1,500,236119,14981,3,440563,Retirement,7,2939312,7,10,5,5,Email,Biannual,2025-01-24,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0138,35,Self-Employed,250640,Married,3,476,648375,26779,2,367330,Retirement,31,9814033,8,8,3,7,Chat,Ad-hoc,2025-05-20,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0139,67,Retired,98027,Divorced,0,446,129300,5335,5,560115,Estate Planning,7,914164,2,9,8,3,Phone,Biannual,2025-03-22,22,tax optimization;estate planning;business succession;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C0140,62,Unemployed,4506,Married,1,340,7502,502,3,1997,Retirement,1,52804,4,6,7,5,Phone,Quarterly,2025-11-02,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0141,65,Salaried,73014,Divorced,0,465,85518,3378,3,405681,Healthcare,3,73989,5,7,6,6,Chat,Biannual,2024-07-11,40,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,3
+C0142,35,Salaried,252520,Married,2,449,353317,25860,4,273947,Retirement,28,11173251,5,7,5,6,App,Monthly,2025-08-22,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C0143,24,Unemployed,594,Married,0,341,566,500,3,3056,Travel,2,8409,6,5,5,7,App,Biannual,2025-05-02,47,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,4
+C0144,57,Salaried,50411,Divorced,0,440,28231,3940,4,167413,Retirement,5,671712,6,7,6,7,In-Person,Quarterly,2025-01-05,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0145,19,Student,4323,Married,0,360,5836,500,2,3572,Travel,1,19604,7,6,4,6,Email,Quarterly,2025-05-23,43,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C0146,45,Self-Employed,284504,Single,0,463,653376,12508,3,584737,Wealth Accumulation,10,377237,7,10,5,5,In-Person,Annual,2024-08-04,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0147,25,Student,13498,Married,2,365,15614,1612,2,514,Wealth Accumulation,10,18400,6,4,4,8,App,Monthly,2024-11-30,47,investment strategies;budgeting;savings strategies;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C0148,45,Self-Employed,219376,Single,1,453,650809,9712,2,477547,Retirement,25,7305058,9,10,2,6,App,Annual,2024-09-21,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0149,79,Retired,52174,Single,0,373,26532,3658,3,438587,Healthcare,10,169755,5,9,6,4,Phone,Annual,2025-08-28,26,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0150,58,Salaried,92501,Single,0,488,104887,6239,5,352291,Estate Planning,5,1677690,3,6,8,8,In-Person,Biannual,2025-01-06,49,budgeting;savings strategies;risk management;credit score;long-term care,treasury bonds;money market;CDs,4
+C0151,36,Salaried,46403,Married,3,414,115517,5256,3,57096,Wealth Accumulation,3,57581,8,7,4,6,In-Person,Monthly,2024-07-05,45,investment strategies;budgeting;savings strategies;medicare;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C0152,67,Retired,65162,Divorced,1,427,21014,6215,5,313007,Travel,2,9725,3,7,9,4,In-Person,Quarterly,2025-12-21,24,budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs,3
+C0153,28,Self-Employed,147160,Single,0,447,143509,7846,1,70378,Debt Reduction,3,201090,9,9,1,7,Phone,Quarterly,2024-11-22,54,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0154,54,Salaried,193647,Married,1,496,38027,9861,7,436568,Retirement,7,3435568,4,10,7,3,In-Person,Ad-hoc,2025-08-18,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,1
+C0155,74,Retired,69004,Single,0,392,80186,5075,6,485869,Healthcare,7,217415,3,9,9,3,Phone,Biannual,2024-07-19,30,tax optimization;estate planning;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C0156,42,Unemployed,1853,Married,2,370,2233,500,4,3758,Retirement,26,78894,4,8,7,5,In-Person,Annual,2025-03-17,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0157,78,Retired,36363,Divorced,0,371,48111,3132,6,306720,Healthcare,7,237197,2,8,9,4,Phone,Annual,2025-01-02,30,tax optimization;estate planning;investment allocation;medicare,treasury bonds;money market;CDs;tax-efficient funds,2
+C0158,53,Salaried,116538,Married,0,486,83683,5326,8,305022,Retirement,15,3447185,3,7,9,6,In-Person,Quarterly,2025-05-22,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,3
+C0159,67,Retired,90461,Married,1,423,135947,6482,5,449192,Healthcare,10,144857,3,5,8,5,Email,Quarterly,2025-03-26,26,budgeting;savings strategies;investment allocation;risk management,treasury bonds;money market;CDs,3
+C0160,73,Retired,56231,Single,0,412,72703,3969,3,315672,Healthcare,15,234635,5,9,6,7,Phone,Quarterly,2025-09-08,47,tax optimization;estate planning;social security;tax-efficient investing;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0161,23,Unemployed,491,Married,0,302,651,500,3,3661,Education,2,165715,5,6,7,6,Chat,Quarterly,2024-12-29,44,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0162,46,Salaried,89081,Married,1,478,255942,7641,2,212635,Retirement,18,2599411,4,7,6,5,Email,Annual,2025-07-10,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0163,27,Self-Employed,68352,Single,1,433,108273,4507,2,45124,Home Purchase,5,352111,9,5,3,6,App,Monthly,2024-12-25,28,mortgage options;down payment;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0164,57,Self-Employed,130139,Married,1,458,120551,11190,5,590786,Retirement,8,2260236,5,8,6,7,Email,Quarterly,2025-12-21,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0165,84,Retired,50202,Married,1,364,43521,5266,5,357594,Estate Planning,5,902254,3,6,8,5,Email,Biannual,2025-04-08,29,budgeting;savings strategies;retirement income;business succession;risk management,treasury bonds;money market;CDs,3
+C0166,29,Self-Employed,177407,Married,1,444,136361,10370,1,134691,Home Purchase,1,785617,9,7,2,6,App,Biannual,2025-11-26,46,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0167,25,Salaried,149020,Married,0,461,109731,11673,2,65845,Wealth Accumulation,5,199063,8,7,4,6,App,Biannual,2025-02-02,38,investment strategies;budgeting;savings strategies;risk management;estate planning,growth stocks;sector ETFs;crypto assets,3
+C0168,19,Student,6266,Married,0,333,9504,708,2,2772,Education,1,159843,6,4,4,7,App,Monthly,2025-07-19,42,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0169,25,Salaried,157136,Married,0,459,204498,8494,1,62666,Retirement,39,8927492,10,8,1,6,App,Monthly,2025-05-01,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0170,60,Self-Employed,71553,Divorced,0,441,18847,4375,2,324867,Wealth Accumulation,5,94301,5,7,5,7,In-Person,Monthly,2025-08-04,38,investment strategies;budgeting;savings strategies;college funding;business succession,index funds;blue-chip stocks;corporate bonds,3
+C0171,29,Self-Employed,59362,Single,0,417,42952,4475,1,40542,Retirement,31,2303732,9,7,2,7,Email,Quarterly,2025-02-02,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C0172,71,Retired,84601,Married,0,449,43583,3480,5,645006,Retirement,1,977262,2,6,9,4,Email,Quarterly,2025-09-02,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0173,33,Salaried,202507,Married,2,451,624762,15274,2,141056,Debt Reduction,1,266993,8,8,3,7,Email,Monthly,2025-03-21,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0174,55,Salaried,44855,Single,0,474,68529,3234,3,153479,Retirement,12,929833,7,9,4,5,Email,Quarterly,2025-03-16,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C0175,52,Self-Employed,86616,Single,0,437,124115,5073,3,279054,Retirement,11,1999140,5,10,6,7,In-Person,Annual,2025-07-30,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0176,25,Salaried,135998,Married,1,456,126175,7190,4,40352,Home Purchase,3,844489,6,9,4,6,App,Quarterly,2025-01-22,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0177,39,Salaried,179911,Married,2,460,390256,13422,2,270161,Wealth Accumulation,10,174018,8,7,3,8,In-Person,Monthly,2025-07-21,42,investment strategies;budgeting;savings strategies;charitable giving;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C0178,40,Salaried,71279,Single,0,435,127043,3316,3,104670,Education,1,145810,5,8,6,4,App,Biannual,2024-12-25,25,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0179,26,Salaried,178034,Married,0,438,154838,9910,1,64666,Debt Reduction,1,222716,10,6,1,8,App,Annual,2024-07-26,38,debt payoff strategies;budgeting;savings strategies;risk management;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0180,44,Self-Employed,284451,Married,0,502,1131025,13987,1,664982,Retirement,22,9177865,10,8,1,6,App,Annual,2025-02-21,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C0181,63,Salaried,109348,Single,0,433,100865,6244,5,600089,Retirement,5,1934542,6,10,5,4,Email,Biannual,2024-11-30,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0182,31,Self-Employed,119364,Married,2,444,192904,10320,2,110116,Debt Reduction,2,187166,8,7,3,6,Email,Annual,2025-11-19,38,debt payoff strategies;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0183,48,Self-Employed,148629,Single,0,499,406339,10474,2,503195,Education,5,155414,8,10,3,7,Email,Annual,2025-12-23,52,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0184,55,Salaried,55927,Married,1,445,51022,5033,3,187523,Estate Planning,10,1816983,6,7,4,4,Phone,Annual,2024-10-04,31,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C0185,47,Salaried,91039,Married,2,446,181536,9391,1,160735,Retirement,20,2877639,8,9,3,4,Email,Quarterly,2025-12-09,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C0186,58,Self-Employed,128850,Divorced,0,448,174727,7234,7,526624,Retirement,6,1659347,4,9,8,8,Phone,Quarterly,2024-07-09,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0187,60,Salaried,180117,Married,1,453,81339,14042,5,701161,Retirement,1,1623887,3,9,8,7,Phone,Quarterly,2025-04-21,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C0188,43,Unemployed,2451,Divorced,0,384,6247,500,4,2592,Home Purchase,3,14607,3,5,8,5,App,Quarterly,2024-10-01,29,mortgage options;down payment;budgeting;savings strategies;social security,treasury bonds;money market;CDs;high-yield savings,3
+C0189,55,Self-Employed,105361,Married,1,482,48843,8337,2,311295,Healthcare,5,262017,7,10,3,3,In-Person,Monthly,2025-08-31,24,tax optimization;estate planning;social security;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0190,38,Self-Employed,215768,Married,1,468,466926,13380,3,349713,Business Investment,10,326369,7,7,4,7,App,Biannual,2025-06-12,43,budgeting;savings strategies;tax-efficient investing;long-term care,growth stocks;sector ETFs;crypto assets,3
+C0191,57,Self-Employed,221431,Married,2,460,260710,17959,3,877368,Retirement,4,3552135,6,9,4,6,In-Person,Biannual,2025-05-22,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0192,35,Self-Employed,244371,Married,2,430,932221,23324,3,330841,Retirement,30,8380146,7,7,4,8,In-Person,Biannual,2025-12-14,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C0193,19,Student,16480,Single,2,361,31832,1490,3,838,Education,2,142259,5,5,6,6,Phone,Biannual,2025-04-09,30,education savings;529 plans;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0194,56,Salaried,89387,Married,2,454,82967,6928,4,339121,Retirement,4,1044243,4,6,7,6,Phone,Biannual,2025-10-03,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0195,51,Salaried,226685,Married,1,494,205600,18278,7,433553,Retirement,19,6127704,4,10,7,5,App,Quarterly,2025-11-15,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0196,60,Self-Employed,263427,Married,2,491,150092,19814,3,944210,Retirement,1,2713072,7,8,3,4,In-Person,Annual,2025-09-22,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0197,51,Unemployed,2665,Single,0,373,828,500,3,3663,Healthcare,3,254258,4,8,7,5,App,Annual,2024-07-04,39,tax optimization;estate planning;credit score;retirement income;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0198,35,Salaried,205943,Married,2,480,671519,21662,4,197505,Retirement,29,6625928,5,6,7,6,In-Person,Ad-hoc,2024-07-04,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C0199,45,Unemployed,3326,Married,1,370,5964,500,3,3735,Business Investment,5,15685,5,7,6,5,App,Quarterly,2025-11-14,36,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,2
+C0200,47,Unemployed,3474,Married,1,355,7223,500,3,2289,Business Investment,7,26396,4,8,7,5,Email,Monthly,2025-07-16,30,tax optimization;estate planning;business succession;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0201,76,Retired,23386,Single,0,394,29002,2080,4,191309,Estate Planning,7,991541,2,5,9,7,In-Person,Monthly,2025-05-01,36,budgeting;savings strategies;long-term care,treasury bonds;money market;CDs,4
+C0202,36,Unemployed,1385,Single,0,369,3915,500,4,1934,Retirement,28,47897,2,7,10,5,Email,Biannual,2024-12-29,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0203,65,Retired,71223,Married,2,450,72843,6354,4,410051,Healthcare,10,136268,5,7,6,6,In-Person,Biannual,2024-10-30,32,budgeting;savings strategies;tax strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C0204,21,Student,12528,Married,0,377,17320,1184,1,1980,Travel,5,15794,8,5,2,8,Chat,Annual,2025-06-12,40,budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets,4
+C0205,32,Unemployed,1473,Married,1,318,1856,500,4,3079,Home Purchase,1,5932,2,6,8,5,In-Person,Biannual,2025-02-11,37,mortgage options;down payment;budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs;high-yield savings,2
+C0206,31,Unemployed,2075,Divorced,0,341,7663,500,4,1643,Home Purchase,1,12906,4,8,8,5,Email,Quarterly,2024-09-03,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0207,45,Unemployed,1178,Single,0,346,5119,500,4,4019,Home Purchase,7,4958,2,6,9,5,App,Annual,2025-08-07,29,mortgage options;down payment;budgeting;savings strategies;estate planning,treasury bonds;money market;CDs;high-yield savings,2
+C0208,73,Retired,24714,Married,0,388,10787,2867,2,151775,Emergency Fund,2,12950,5,6,6,3,App,Biannual,2025-10-17,24,budgeting;savings strategies;medicare;investment allocation,index funds;blue-chip stocks;corporate bonds,2
+C0209,41,Salaried,218255,Married,2,460,296286,20565,2,269208,Home Purchase,3,1187730,8,10,3,4,Phone,Annual,2024-07-20,28,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0210,25,Student,16797,Divorced,1,350,18902,1505,1,4874,Home Purchase,5,111334,8,7,2,7,In-Person,Quarterly,2024-12-25,49,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0211,34,Unemployed,2763,Single,2,354,7523,500,2,3081,Home Purchase,2,17013,6,5,4,5,Email,Quarterly,2024-12-19,29,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0212,23,Salaried,31598,Divorced,0,396,55829,2540,2,7514,Travel,1,9363,6,4,4,6,Email,Monthly,2025-11-27,34,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,4
+C0213,21,Student,5330,Single,1,335,5215,500,2,4402,Education,4,108018,7,6,5,6,Email,Quarterly,2025-09-22,33,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0214,32,Salaried,68951,Married,1,431,130189,6538,3,45002,Retirement,31,2686243,5,8,6,4,Email,Annual,2025-11-12,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0215,51,Salaried,108807,Married,0,457,40546,6716,5,169645,Retirement,19,3726859,4,10,6,4,App,Annual,2025-02-24,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0216,83,Retired,50009,Divorced,1,389,71078,3787,7,335300,Estate Planning,7,1638461,1,9,10,5,In-Person,Quarterly,2025-11-23,34,tax optimization;estate planning;charitable giving;insurance review;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C0217,37,Self-Employed,296231,Married,1,474,361107,20538,2,437433,Home Purchase,3,1706355,9,9,2,7,In-Person,Quarterly,2025-06-09,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0218,65,Salaried,258438,Single,0,443,94295,16006,4,1079317,Healthcare,10,101178,6,8,4,6,Chat,Quarterly,2024-10-28,43,tax optimization;estate planning;charitable giving;medicare;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0219,39,Self-Employed,58002,Married,1,413,147551,5515,1,77843,Education,4,173465,8,9,3,5,In-Person,Quarterly,2025-10-15,31,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0220,31,Salaried,197905,Married,0,485,273248,11622,3,122196,Emergency Fund,1,190104,7,9,4,4,App,Annual,2025-06-20,35,tax optimization;estate planning;retirement income;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0221,69,Retired,51723,Married,0,431,58637,4783,5,289353,Estate Planning,5,433182,2,10,9,3,In-Person,Ad-hoc,2024-12-08,25,tax optimization;estate planning;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C0222,33,Self-Employed,220401,Single,0,457,501303,11653,2,240598,Debt Reduction,1,354348,8,8,2,6,Chat,Quarterly,2025-05-02,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0223,70,Retired,21088,Married,1,414,10805,2194,4,160189,Retirement,1,203734,2,7,8,6,Email,Annual,2024-10-01,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0224,47,Self-Employed,223580,Single,0,479,602728,9638,2,753194,Retirement,19,7076714,9,9,3,7,App,Annual,2024-09-30,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C0225,62,Retired,58162,Single,0,407,34344,4651,6,223312,Healthcare,7,234964,2,8,10,4,Email,Quarterly,2024-12-08,28,tax optimization;estate planning;tax-efficient investing;long-term care;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C0226,53,Salaried,48462,Divorced,0,475,31922,3682,3,115505,Wealth Accumulation,7,64593,4,8,7,7,Email,Quarterly,2024-09-01,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0227,25,Self-Employed,60390,Married,2,427,47501,5299,2,31615,Retirement,40,2531347,8,9,4,5,Email,Annual,2024-07-17,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0228,35,Salaried,99963,Single,0,473,249611,6139,2,114625,Wealth Accumulation,20,101568,7,5,4,4,Email,Biannual,2025-09-29,28,investment strategies;budgeting;savings strategies;retirement income;business succession,growth stocks;sector ETFs;crypto assets,2
+C0229,36,Salaried,213042,Single,0,482,531436,7349,6,293415,Retirement,34,9424388,5,8,6,5,Email,Quarterly,2025-03-20,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0230,59,Salaried,124239,Divorced,0,473,69729,6909,5,571618,Retirement,10,2746421,5,9,5,6,Phone,Biannual,2025-04-18,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0231,71,Retired,104009,Married,0,406,93525,5500,5,776828,Estate Planning,7,647715,5,7,6,6,In-Person,Quarterly,2025-11-21,33,budgeting;savings strategies;college funding;social security,index funds;blue-chip stocks;corporate bonds,3
+C0232,57,Salaried,147403,Married,0,487,78116,10802,6,472389,Healthcare,5,148702,5,9,6,6,In-Person,Ad-hoc,2024-12-23,35,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0233,49,Salaried,244381,Married,1,527,473775,20792,4,545211,Wealth Accumulation,5,178405,7,8,4,5,App,Biannual,2024-11-18,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0234,31,Self-Employed,77536,Married,1,414,232051,5366,3,67896,Wealth Accumulation,3,74021,6,7,6,6,In-Person,Quarterly,2025-05-22,44,investment strategies;budgeting;savings strategies;college funding;insurance review,index funds;blue-chip stocks;corporate bonds,2
+C0235,32,Self-Employed,238390,Married,0,465,587494,16483,2,143405,Retirement,34,10979799,8,6,2,6,Email,Ad-hoc,2025-05-28,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0236,46,Self-Employed,218445,Single,0,467,664783,8578,4,514248,Retirement,21,7199143,6,8,5,4,App,Annual,2025-09-08,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0237,26,Unemployed,1686,Divorced,0,323,1507,500,1,2759,Home Purchase,7,7449,7,5,4,8,App,Monthly,2025-08-19,50,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0238,26,Self-Employed,204871,Married,2,458,211733,16932,2,96408,Retirement,42,9292231,9,8,2,7,App,Biannual,2025-01-11,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C0239,24,Student,5314,Divorced,0,371,10488,500,2,2543,Emergency Fund,1,2472,6,7,6,7,App,Biannual,2025-03-02,42,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C0240,75,Retired,90635,Married,0,432,121877,4179,6,497618,Healthcare,15,70982,2,9,10,5,In-Person,Annual,2025-08-24,44,tax optimization;estate planning;long-term care;emergency fund;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C0241,58,Salaried,187799,Married,1,478,214499,15289,4,689653,Retirement,5,3307703,4,10,7,6,Email,Quarterly,2025-02-08,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0242,42,Salaried,119731,Married,3,482,224286,12515,3,247220,Wealth Accumulation,3,187198,7,10,3,7,App,Quarterly,2025-08-01,46,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0243,60,Retired,51362,Divorced,1,455,79562,4217,5,245436,Retirement,1,638022,4,9,8,5,App,Monthly,2025-08-30,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0244,54,Self-Employed,204391,Single,0,487,161156,7370,7,535740,Retirement,9,3908851,4,9,7,6,Chat,Annual,2024-11-14,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0245,65,Salaried,111706,Married,1,482,138927,6879,9,447982,Healthcare,3,165606,2,6,9,7,Email,Annual,2024-08-23,40,budgeting;savings strategies;social security;risk management,treasury bonds;money market;CDs,3
+C0246,27,Unemployed,3716,Single,2,316,8894,500,2,3694,Home Purchase,2,23672,5,7,6,6,Phone,Quarterly,2025-01-04,37,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0247,45,Salaried,60866,Married,0,472,98139,5038,2,94870,Retirement,18,1684432,6,9,4,6,Email,Biannual,2024-08-19,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0248,18,Student,11167,Married,0,363,13657,1018,3,1239,Emergency Fund,2,10549,5,3,5,8,App,Annual,2025-03-31,41,budgeting;savings strategies;tax-efficient investing;credit score,index funds;blue-chip stocks;corporate bonds,4
+C0249,25,Student,9390,Single,0,337,23552,725,2,4797,Debt Reduction,2,16904,5,5,6,6,App,Quarterly,2025-04-20,30,debt payoff strategies;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0250,59,Salaried,249507,Widowed,0,494,78471,9436,6,1036969,Estate Planning,5,714722,4,10,6,5,Email,Monthly,2025-11-07,39,tax optimization;estate planning;medicare;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0251,70,Retired,78828,Divorced,1,440,20779,5156,3,559905,Emergency Fund,2,24979,6,7,5,4,App,Biannual,2025-08-20,26,budgeting;savings strategies;credit score;emergency fund;risk management,index funds;blue-chip stocks;corporate bonds,3
+C0252,65,Self-Employed,91060,Married,1,437,55505,6824,4,408409,Estate Planning,3,1075348,3,7,8,4,Chat,Annual,2024-12-09,33,budgeting;savings strategies;medicare;tax-efficient investing;retirement income,treasury bonds;money market;CDs,2
+C0253,69,Retired,58356,Single,0,389,87719,3488,4,253839,Retirement,1,578972,4,7,7,7,Email,Monthly,2024-10-28,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0254,42,Self-Employed,277610,Married,1,457,398604,26443,1,605993,Retirement,24,7991510,10,9,1,6,Email,Monthly,2025-08-22,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0255,85,Retired,12281,Married,2,320,7793,1426,4,116180,Healthcare,7,165856,3,6,8,7,Phone,Quarterly,2024-12-21,48,budgeting;savings strategies;long-term care;college funding;charitable giving,treasury bonds;money market;CDs,3
+C0256,40,Salaried,56409,Married,1,443,206554,5866,3,87317,Home Purchase,3,320973,6,9,5,5,App,Annual,2025-11-15,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0257,63,Self-Employed,313701,Married,1,448,165238,21038,3,1702875,Retirement,6,5728840,6,8,4,8,In-Person,Quarterly,2025-04-30,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C0258,61,Salaried,75440,Single,0,427,111972,3080,4,244737,Retirement,3,924640,4,7,7,8,Email,Biannual,2025-12-01,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0259,53,Salaried,145565,Married,2,506,146725,12926,6,462686,Retirement,8,3117645,5,9,7,5,In-Person,Biannual,2024-10-16,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0260,32,Self-Employed,310081,Married,0,436,426278,19753,1,307628,Debt Reduction,1,234698,10,9,1,7,Email,Biannual,2025-09-01,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0261,73,Retired,77966,Divorced,0,383,97188,2486,5,633684,Estate Planning,7,170478,1,6,10,7,App,Quarterly,2024-09-01,50,budgeting;savings strategies;business succession;medicare;retirement income,treasury bonds;money market;CDs,4
+C0262,22,Student,9979,Married,0,368,13129,1087,2,4263,Education,5,150412,8,5,3,6,Phone,Annual,2024-09-28,28,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0263,22,Student,10401,Single,0,374,13343,731,2,4764,Emergency Fund,2,4626,7,5,4,7,Email,Quarterly,2024-11-08,39,budgeting;savings strategies;long-term care;insurance review;college funding,growth stocks;sector ETFs;crypto assets,3
+C0264,65,Unemployed,4368,Divorced,1,362,6480,500,4,3901,Healthcare,7,255710,3,8,8,4,Phone,Biannual,2025-09-12,35,tax optimization;estate planning;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C0265,50,Salaried,153236,Single,0,490,177375,6787,4,351798,Retirement,18,3650662,6,10,5,5,In-Person,Quarterly,2025-12-11,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0266,23,Student,12208,Divorced,0,337,18236,978,3,4634,Travel,1,27356,6,4,6,5,In-Person,Quarterly,2025-11-16,22,budgeting;savings strategies;estate planning;emergency fund;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C0267,70,Retired,109808,Married,0,445,86438,5137,6,766211,Estate Planning,5,851254,5,8,7,6,Phone,Ad-hoc,2025-09-30,44,tax optimization;estate planning;emergency fund;credit score;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0268,57,Self-Employed,74744,Married,1,455,72303,4973,3,384338,Travel,1,10145,6,7,5,6,In-Person,Annual,2025-10-01,32,budgeting;savings strategies;social security;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0269,49,Self-Employed,196646,Single,0,470,272154,13085,5,414066,Education,3,106901,6,8,5,5,Email,Quarterly,2025-05-27,30,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0270,60,Salaried,242448,Married,2,484,170450,16534,7,761694,Travel,2,11157,5,8,7,4,Phone,Quarterly,2025-05-11,31,tax optimization;estate planning;emergency fund;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0271,20,Student,12376,Married,0,377,20018,1194,2,734,Education,4,174946,6,3,6,6,In-Person,Quarterly,2025-12-08,28,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0272,82,Retired,67458,Single,1,382,116376,6032,4,398107,Retirement,1,695031,4,9,7,4,Phone,Annual,2024-07-20,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0273,65,Salaried,236833,Single,0,479,240458,12840,4,1367772,Emergency Fund,1,166015,7,10,4,4,Phone,Quarterly,2024-07-12,29,tax optimization;estate planning;investment allocation;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0274,34,Self-Employed,205915,Single,0,425,475446,14861,1,231715,Debt Reduction,2,278737,9,8,1,7,App,Monthly,2024-12-30,38,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0275,55,Salaried,201484,Married,2,498,171374,17952,3,575460,Estate Planning,7,1990702,8,9,4,3,Email,Annual,2025-10-24,27,tax optimization;estate planning;charitable giving;insurance review;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0276,70,Retired,29751,Single,1,372,39980,2919,5,180613,Estate Planning,3,1614719,2,4,9,3,App,Quarterly,2025-03-14,15,budgeting;savings strategies;estate planning,treasury bonds;money market;CDs,3
+C0277,26,Salaried,189391,Married,1,473,110799,11403,1,92328,Debt Reduction,1,272586,10,7,1,8,App,Quarterly,2024-08-26,44,debt payoff strategies;budgeting;savings strategies;tax strategies;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0278,20,Unemployed,3507,Married,1,350,4708,500,1,1127,Emergency Fund,1,3088,6,5,4,5,Chat,Quarterly,2025-12-07,27,budgeting;savings strategies;college funding;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C0279,25,Salaried,156814,Single,0,458,121283,7381,2,40672,Retirement,37,6065184,9,8,3,7,Email,Annual,2024-08-28,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0280,64,Salaried,174285,Married,1,473,96150,13927,6,1000243,Estate Planning,10,1417119,4,10,8,5,Phone,Quarterly,2025-11-08,43,tax optimization;estate planning;charitable giving;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0281,45,Salaried,175754,Single,0,500,408787,7117,3,412125,Retirement,23,5210531,6,8,4,5,Email,Quarterly,2025-03-29,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0282,43,Salaried,105138,Divorced,0,488,420429,4127,1,160539,Wealth Accumulation,5,93510,8,7,2,8,Email,Quarterly,2025-03-11,57,investment strategies;budgeting;savings strategies;social security;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C0283,30,Self-Employed,274427,Divorced,0,425,445364,13892,1,136947,Home Purchase,5,1485982,10,8,1,6,App,Ad-hoc,2025-11-01,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0284,50,Salaried,123337,Divorced,0,470,94118,5083,7,211985,Retirement,19,3342671,2,8,9,6,Phone,Monthly,2025-07-15,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C0285,44,Salaried,176985,Divorced,0,456,251447,11434,3,401301,Wealth Accumulation,10,260783,7,8,4,5,Email,Biannual,2024-11-22,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0286,72,Retired,18436,Divorced,0,379,11647,1503,5,109119,Estate Planning,15,747253,1,6,10,6,Email,Annual,2025-09-16,40,budgeting;savings strategies;tax strategies;investment allocation;college funding,treasury bonds;money market;CDs,3
+C0287,28,Unemployed,4094,Married,2,332,6016,502,3,1672,Retirement,32,200982,6,7,5,7,App,Ad-hoc,2025-06-07,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0288,62,Retired,35050,Married,2,398,14397,3676,7,145971,Retirement,4,448267,1,8,10,3,Email,Annual,2024-09-13,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C0289,29,Salaried,210361,Single,1,451,362132,9106,3,115070,Retirement,38,9190349,7,8,4,6,App,Quarterly,2024-09-07,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0290,78,Retired,83390,Single,0,394,73987,4926,3,697136,Estate Planning,7,1352252,5,7,5,6,In-Person,Quarterly,2024-08-17,34,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,4
+C0291,35,Salaried,247302,Divorced,2,488,706598,11969,4,221648,Education,4,137333,6,8,4,4,Email,Biannual,2025-01-19,29,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0292,75,Retired,80518,Married,2,433,41565,5621,3,630159,Healthcare,10,52802,4,6,6,7,Email,Monthly,2025-01-02,37,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,4
+C0293,19,Student,3835,Married,0,333,4324,500,4,2643,Education,4,120439,5,4,7,6,In-Person,Biannual,2024-12-22,35,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0294,21,Student,12492,Married,0,337,9784,1143,3,4662,Education,4,108075,5,4,5,7,In-Person,Monthly,2025-11-27,45,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0295,38,Salaried,218639,Widowed,1,463,392652,16824,3,220117,Retirement,31,8781012,8,10,3,4,App,Quarterly,2025-12-01,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0296,49,Salaried,56307,Married,1,476,83585,4725,3,122384,Retirement,21,1945882,6,10,5,5,Email,Biannual,2025-09-01,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0297,56,Salaried,116737,Single,0,474,70414,5111,6,423243,Healthcare,5,101055,2,10,8,4,Email,Annual,2025-01-29,31,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C0298,49,Salaried,121634,Single,1,457,404636,6517,5,249410,Home Purchase,2,825330,6,8,5,6,App,Biannual,2025-09-14,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0299,69,Retired,91126,Married,1,452,34979,6726,4,431564,Travel,5,14328,4,8,7,7,Phone,Biannual,2024-09-14,44,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0300,68,Retired,61865,Married,1,429,44431,6471,6,380244,Retirement,1,734267,2,8,10,4,In-Person,Biannual,2025-10-13,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C0301,22,Salaried,170577,Single,0,438,345595,9742,3,28169,Travel,3,19651,7,6,4,7,Phone,Biannual,2024-10-03,35,budgeting;savings strategies;business succession;tax-efficient investing;estate planning,growth stocks;sector ETFs;crypto assets,4
+C0302,82,Retired,50181,Married,0,397,31540,4583,5,406530,Estate Planning,5,1177475,2,6,8,5,Email,Quarterly,2025-01-07,35,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,4
+C0303,26,Unemployed,2401,Divorced,0,303,3861,500,2,3518,Home Purchase,3,16551,6,4,4,7,App,Monthly,2024-07-11,36,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0304,45,Self-Employed,212958,Married,2,449,887558,17994,3,358729,Wealth Accumulation,20,95568,9,7,3,6,Email,Monthly,2025-03-15,36,investment strategies;budgeting;savings strategies;medicare;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C0305,23,Self-Employed,153350,Married,0,445,107047,9541,1,55178,Home Purchase,5,716711,10,9,2,8,App,Monthly,2025-12-18,60,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0306,25,Student,7006,Single,0,390,9074,517,2,1833,Wealth Accumulation,10,4849,6,6,4,8,App,Quarterly,2024-11-07,50,investment strategies;budgeting;savings strategies;medicare;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C0307,58,Unemployed,3126,Single,0,361,3894,500,4,3179,Estate Planning,10,320601,1,5,9,7,Phone,Annual,2025-07-28,41,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C0308,70,Retired,33029,Married,1,404,42210,2802,4,222730,Healthcare,5,236764,4,7,6,6,In-Person,Annual,2024-08-08,40,budgeting;savings strategies;retirement income;long-term care,index funds;blue-chip stocks;corporate bonds,2
+C0309,80,Retired,85938,Divorced,0,416,49721,4825,3,793811,Healthcare,7,147951,5,9,5,7,Chat,Biannual,2024-12-14,57,tax optimization;estate planning;college funding;tax strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0310,62,Retired,127931,Married,2,436,157519,9636,6,588457,Retirement,1,1374527,5,9,6,5,Phone,Annual,2025-02-03,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0311,46,Salaried,96688,Widowed,0,444,148726,5954,3,153048,Retirement,15,2166638,5,8,5,6,App,Biannual,2024-12-27,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0312,80,Retired,53384,Married,0,403,69133,3860,5,502721,Healthcare,7,145989,4,10,7,6,Chat,Biannual,2025-05-05,46,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0313,47,Salaried,202879,Divorced,1,512,532491,10988,3,463070,Business Investment,5,303560,8,7,4,8,Email,Quarterly,2025-05-21,41,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,3
+C0314,27,Salaried,134981,Widowed,0,425,162086,9177,2,49373,Retirement,38,6537830,8,9,3,6,Chat,Quarterly,2025-12-08,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0315,35,Self-Employed,150988,Widowed,0,453,265380,8566,1,143516,Home Purchase,5,822616,10,8,1,5,Email,Biannual,2025-01-17,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0316,72,Retired,24745,Single,0,381,26580,2098,4,161119,Healthcare,7,292193,2,6,10,4,Phone,Biannual,2024-11-07,23,budgeting;savings strategies;tax-efficient investing;risk management;social security,treasury bonds;money market;CDs,3
+C0317,38,Unemployed,392,Married,1,348,1549,500,3,2040,Education,2,153066,5,7,7,6,Phone,Biannual,2024-11-27,37,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0318,46,Unemployed,2899,Married,2,369,8844,500,2,4539,Retirement,19,95681,6,6,5,4,App,Biannual,2025-03-06,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0319,85,Retired,46948,Divorced,1,391,86708,3288,4,524902,Retirement,1,558277,4,7,7,8,In-Person,Monthly,2024-08-16,51,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0320,26,Salaried,126055,Married,1,414,146329,8006,4,37034,Debt Reduction,1,63449,8,9,4,6,Email,Quarterly,2025-05-12,50,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0321,61,Salaried,71126,Married,2,426,50122,4657,3,287719,Retirement,9,1216327,5,9,6,7,Phone,Quarterly,2025-07-12,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0322,65,Retired,20176,Single,1,378,17881,1644,3,94152,Retirement,1,188094,5,6,5,5,Phone,Monthly,2024-11-11,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0323,28,Salaried,124392,Married,2,431,151587,8948,5,73762,Debt Reduction,2,198265,6,7,5,6,App,Quarterly,2024-10-29,44,debt payoff strategies;budgeting;savings strategies;investment allocation;medicare,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0324,20,Student,15778,Single,0,341,31194,1105,1,2875,Education,4,121199,7,3,3,6,App,Monthly,2025-12-08,30,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0325,67,Retired,21912,Married,1,385,27461,2232,4,124311,Healthcare,3,187942,1,8,10,4,App,Biannual,2025-07-09,34,tax optimization;estate planning;social security;medicare;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,2
+C0326,28,Salaried,63961,Single,1,402,49236,4522,3,31650,Retirement,32,2286450,7,8,5,5,App,Biannual,2025-06-24,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C0327,18,Student,4594,Single,1,363,8350,500,2,4200,Travel,2,14756,7,5,3,6,Email,Quarterly,2024-07-07,30,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,3
+C0328,76,Retired,49905,Married,0,381,14844,3598,5,455561,Healthcare,10,210603,1,7,10,8,Email,Biannual,2024-10-30,39,budgeting;savings strategies;medicare;social security,treasury bonds;money market;CDs,4
+C0329,22,Student,16326,Married,1,356,19474,1657,2,2201,Emergency Fund,2,5384,6,6,5,8,Phone,Monthly,2025-03-24,53,budgeting;savings strategies;social security;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C0330,59,Salaried,138428,Married,0,496,107320,9307,5,511831,Estate Planning,5,635884,4,10,6,6,Phone,Annual,2025-08-11,48,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0331,63,Retired,130679,Married,1,466,37858,7693,6,742648,Estate Planning,7,1605560,6,7,6,5,Email,Biannual,2025-06-15,38,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,2
+C0332,41,Salaried,60166,Married,1,422,85178,5239,2,73262,Retirement,25,2009265,6,9,4,7,Email,Quarterly,2025-08-01,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0333,44,Self-Employed,242966,Single,1,480,415112,14052,3,646291,Retirement,17,5959423,8,10,3,6,App,Quarterly,2025-04-01,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0334,42,Salaried,181142,Single,0,455,312151,9009,4,258076,Education,3,160545,6,9,5,6,Email,Annual,2025-03-12,40,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0335,59,Salaried,258198,Married,2,452,145280,21548,3,767929,Estate Planning,7,1713725,5,9,5,4,In-Person,Biannual,2025-10-18,28,tax optimization;estate planning;college funding;investment allocation;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0336,46,Salaried,152321,Married,2,504,324827,12053,3,253830,Wealth Accumulation,7,209203,6,8,4,4,App,Biannual,2025-05-06,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0337,60,Salaried,46856,Married,1,458,68309,5034,3,225851,Travel,2,29448,5,9,6,3,Email,Biannual,2024-08-30,24,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0338,75,Retired,52147,Married,2,376,20429,5356,3,379220,Healthcare,5,52744,5,7,5,4,App,Biannual,2025-01-26,30,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,2
+C0339,50,Unemployed,2528,Single,0,375,2234,500,4,645,Retirement,18,59486,2,6,8,6,In-Person,Quarterly,2025-07-30,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0340,36,Salaried,200948,Divorced,1,483,524979,15031,2,167648,Education,7,107800,8,8,2,5,Phone,Biannual,2025-03-05,31,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0341,31,Salaried,269595,Married,1,451,398628,17169,3,196405,Home Purchase,3,1227362,6,6,4,8,In-Person,Quarterly,2024-11-24,55,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C0342,50,Salaried,124005,Married,1,510,134962,8296,4,253235,Healthcare,5,76324,7,8,5,6,Phone,Monthly,2024-09-16,36,tax optimization;estate planning;long-term care;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0343,63,Retired,78927,Single,0,441,72815,3367,3,300216,Retirement,7,1187977,3,7,7,4,Phone,Monthly,2025-07-28,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0344,65,Salaried,83572,Married,0,461,63614,4507,4,521304,Travel,2,29084,3,9,7,3,Email,Biannual,2025-09-06,27,tax optimization;estate planning;business succession;charitable giving;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C0345,44,Unemployed,4891,Divorced,0,347,13615,500,2,4738,Retirement,23,189410,6,8,5,5,App,Quarterly,2025-08-24,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0346,24,Salaried,122543,Single,0,415,273108,6168,3,42609,Emergency Fund,1,110389,8,6,4,6,Email,Biannual,2025-10-13,35,budgeting;savings strategies;estate planning;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C0347,33,Salaried,193505,Married,1,474,569665,13500,3,111394,Home Purchase,5,777923,8,9,4,4,Email,Ad-hoc,2024-10-18,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0348,48,Self-Employed,216692,Single,1,481,522647,12240,1,702317,Retirement,16,5110276,9,10,1,5,App,Quarterly,2025-09-01,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0349,23,Student,13035,Married,1,384,11360,1392,2,2131,Travel,1,8961,6,7,5,7,App,Biannual,2024-11-10,44,budgeting;savings strategies;social security;business succession;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C0350,20,Student,4375,Divorced,0,359,8595,500,3,2133,Travel,2,13953,5,4,6,5,App,Annual,2025-05-04,24,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,4
+C0351,39,Salaried,52479,Single,0,451,68616,3170,3,65252,Business Investment,5,59329,5,6,5,7,Phone,Monthly,2025-11-14,49,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C0352,85,Retired,26883,Single,0,357,44522,2215,2,181476,Travel,1,5738,3,6,7,7,Email,Monthly,2024-12-07,37,budgeting;savings strategies;emergency fund;investment allocation,treasury bonds;money market;CDs,3
+C0353,39,Salaried,67015,Married,2,450,181464,6947,1,111603,Wealth Accumulation,20,36542,8,6,2,7,Phone,Monthly,2024-12-20,46,investment strategies;budgeting;savings strategies;college funding;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C0354,26,Unemployed,4646,Married,1,330,3645,583,2,3044,Retirement,42,227314,6,6,5,7,App,Quarterly,2025-05-30,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0355,31,Self-Employed,209640,Married,2,438,750610,14564,2,150391,Home Purchase,5,1375256,8,8,3,4,In-Person,Biannual,2025-09-08,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0356,39,Salaried,91685,Married,2,427,304056,5758,2,120683,Home Purchase,7,611634,8,8,3,7,Email,Biannual,2024-09-13,45,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0357,23,Student,11058,Married,0,335,25067,1293,4,907,Debt Reduction,2,17542,5,4,7,5,App,Quarterly,2025-07-16,31,debt payoff strategies;budgeting;savings strategies;insurance review;long-term care,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0358,41,Salaried,217621,Single,0,485,413823,13369,3,403807,Home Purchase,3,897670,8,9,4,8,App,Quarterly,2025-11-17,63,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0359,44,Salaried,224289,Married,3,486,235127,20071,3,391284,Retirement,25,8671558,6,10,4,4,App,Biannual,2025-05-19,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0360,79,Retired,29364,Married,1,386,28750,3640,3,206191,Healthcare,3,215471,4,8,6,7,Phone,Quarterly,2024-09-28,43,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0361,68,Retired,68987,Married,1,428,43396,6008,3,440550,Healthcare,5,273764,4,5,6,4,Phone,Biannual,2024-10-15,22,budgeting;savings strategies;long-term care;tax-efficient investing;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0362,53,Self-Employed,223207,Single,0,462,204391,8630,4,519648,Retirement,8,3481995,6,9,6,4,Phone,Annual,2024-07-17,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0363,60,Salaried,45157,Married,0,448,44820,3520,5,203404,Retirement,5,664516,3,8,9,6,In-Person,Ad-hoc,2025-03-24,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C0364,25,Student,23735,Single,0,357,23078,1833,2,4826,Home Purchase,7,117303,7,7,4,6,App,Quarterly,2025-10-07,46,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0365,68,Retired,86222,Married,2,431,141952,5928,5,400950,Estate Planning,5,1936675,2,9,9,6,In-Person,Biannual,2025-05-10,42,tax optimization;estate planning;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C0366,27,Unemployed,3525,Single,0,312,4046,500,2,3164,Home Purchase,2,24393,7,6,5,5,App,Monthly,2024-09-24,29,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0367,72,Retired,50569,Widowed,0,432,34331,3128,4,324382,Healthcare,3,191666,4,6,6,6,In-Person,Monthly,2025-07-23,41,budgeting;savings strategies;emergency fund;credit score,index funds;blue-chip stocks;corporate bonds,3
+C0368,51,Self-Employed,248156,Married,2,462,299112,15960,4,479954,Healthcare,7,123335,6,9,5,4,In-Person,Biannual,2025-08-20,35,tax optimization;estate planning;charitable giving;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0369,39,Salaried,134918,Divorced,2,489,191839,9642,3,154965,Retirement,28,4381235,7,9,3,5,In-Person,Biannual,2024-12-09,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0370,22,Salaried,113323,Single,0,424,150574,5937,3,18187,Emergency Fund,1,80410,7,7,3,6,App,Biannual,2024-11-07,37,budgeting;savings strategies;insurance review;credit score;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C0371,21,Student,15822,Married,0,355,22362,1470,2,74,Travel,1,12569,6,4,4,6,Email,Annual,2025-10-02,26,budgeting;savings strategies;credit score;college funding,index funds;blue-chip stocks;corporate bonds,4
+C0372,44,Salaried,97223,Married,2,478,158295,6709,4,185497,Wealth Accumulation,10,152738,6,8,6,4,Email,Quarterly,2025-11-11,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0373,22,Student,15843,Single,0,387,23396,1176,1,2051,Education,4,169208,7,4,4,6,Phone,Quarterly,2024-12-29,36,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0374,24,Salaried,181599,Divorced,1,416,266882,7240,1,39222,Travel,1,10029,10,7,1,6,App,Annual,2025-01-16,32,budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets,4
+C0375,22,Salaried,137365,Married,0,446,193407,10090,2,27451,Travel,2,8446,8,7,3,7,App,Monthly,2025-07-24,50,budgeting;savings strategies;emergency fund;credit score;business succession,growth stocks;sector ETFs;crypto assets,3
+C0376,60,Salaried,131212,Married,0,490,49617,8167,5,430536,Retirement,9,2050912,5,7,6,7,In-Person,Quarterly,2025-10-29,51,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C0377,30,Salaried,142552,Single,0,421,488649,8453,5,59525,Home Purchase,3,869433,6,10,6,5,In-Person,Annual,2025-11-06,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0378,49,Self-Employed,139630,Married,0,479,345937,10522,3,338959,Home Purchase,2,834654,8,8,3,6,App,Quarterly,2024-11-01,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0379,59,Salaried,261098,Single,0,452,308593,14987,6,1018155,Retirement,10,5546157,3,8,8,4,Email,Biannual,2025-08-15,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C0380,82,Retired,31891,Married,1,401,36220,2932,4,304034,Travel,3,20546,1,8,10,3,Email,Biannual,2024-11-21,29,tax optimization;estate planning;investment allocation;risk management;business succession,treasury bonds;money market;CDs;tax-efficient funds,2
+C0381,24,Salaried,172329,Widowed,2,426,162492,9326,2,65261,Travel,3,14616,9,6,2,7,App,Quarterly,2025-01-08,44,budgeting;savings strategies;insurance review;medicare;risk management,growth stocks;sector ETFs;crypto assets,3
+C0382,41,Unemployed,4841,Divorced,0,371,12038,500,3,3828,Home Purchase,5,28575,5,8,5,4,In-Person,Ad-hoc,2025-10-21,30,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0383,30,Salaried,244136,Divorced,0,450,523382,10258,3,111720,Emergency Fund,1,117227,6,7,5,7,App,Annual,2025-01-03,43,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,2
+C0384,21,Student,4650,Married,0,333,5657,500,1,2122,Emergency Fund,2,1973,6,4,4,6,Email,Quarterly,2025-12-04,37,budgeting;savings strategies;estate planning;insurance review;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C0385,23,Self-Employed,159861,Married,0,428,192048,7278,2,42032,Travel,2,26896,9,7,2,8,App,Monthly,2025-07-07,45,budgeting;savings strategies;tax-efficient investing;medicare,growth stocks;sector ETFs;crypto assets,3
+C0386,32,Salaried,91285,Married,0,444,301438,6237,3,65748,Retirement,38,4778239,7,7,5,6,Email,Ad-hoc,2024-09-22,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0387,77,Retired,71814,Married,1,393,50870,5506,4,526371,Estate Planning,7,1521557,2,7,8,7,Email,Quarterly,2025-08-27,41,budgeting;savings strategies;retirement income;tax-efficient investing,treasury bonds;money market;CDs,3
+C0388,50,Salaried,84468,Married,0,488,29908,6675,4,212534,Travel,2,20815,3,7,7,5,In-Person,Annual,2025-10-11,27,budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs,2
+C0389,30,Salaried,53221,Divorced,2,454,111748,4473,3,25583,Debt Reduction,2,53485,5,8,5,5,App,Quarterly,2024-08-19,29,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0390,82,Retired,69546,Single,1,400,55364,4418,5,743148,Travel,1,12433,3,7,8,6,Phone,Monthly,2025-12-23,40,budgeting;savings strategies;risk management;estate planning,treasury bonds;money market;CDs,3
+C0391,35,Salaried,198682,Married,1,465,516719,10772,4,197295,Business Investment,10,79091,6,9,6,7,Email,Annual,2024-12-23,38,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0392,45,Salaried,191864,Single,0,512,282238,7135,2,345816,Business Investment,20,368500,8,9,3,5,Email,Quarterly,2024-09-22,41,tax optimization;estate planning;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0393,80,Retired,21657,Married,1,400,26058,2532,4,172915,Travel,2,11147,1,7,10,6,Phone,Annual,2025-02-14,41,budgeting;savings strategies;college funding;credit score,treasury bonds;money market;CDs,3
+C0394,34,Salaried,193228,Married,2,467,556916,10612,5,171918,Home Purchase,3,1049384,5,8,6,7,Chat,Annual,2025-02-26,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0395,36,Salaried,255730,Single,0,469,370370,11712,5,207174,Wealth Accumulation,7,363793,6,7,5,7,App,Monthly,2025-03-01,35,investment strategies;budgeting;savings strategies;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C0396,38,Self-Employed,262718,Married,1,450,610576,13670,3,478799,Retirement,32,9314220,7,8,4,5,Chat,Biannual,2024-11-13,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0397,44,Self-Employed,61028,Married,1,451,145618,4885,2,99424,Education,2,105954,6,7,5,6,Phone,Biannual,2025-12-25,32,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0398,24,Salaried,112879,Married,0,405,85346,7497,1,27822,Travel,5,7388,8,7,2,8,Email,Monthly,2025-05-19,54,budgeting;savings strategies;retirement income;long-term care,growth stocks;sector ETFs;crypto assets,3
+C0399,63,Self-Employed,248582,Married,2,491,259399,20424,4,1627133,Wealth Accumulation,10,244108,6,10,5,8,Phone,Monthly,2025-02-26,53,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0400,28,Salaried,162509,Married,0,449,250798,9737,2,81245,Debt Reduction,1,159610,8,8,3,6,Email,Monthly,2024-07-09,37,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0401,42,Salaried,204099,Married,3,493,230497,13770,4,333536,Business Investment,5,443896,5,10,5,5,App,Biannual,2025-12-23,39,tax optimization;estate planning;tax-efficient investing;social security;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0402,65,Self-Employed,232775,Married,0,479,241644,12457,4,982349,Travel,3,26309,7,7,4,8,Email,Quarterly,2025-11-01,39,budgeting;savings strategies;credit score;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C0403,34,Salaried,121096,Married,1,462,275335,8160,3,90443,Emergency Fund,1,58042,7,10,4,7,App,Monthly,2025-03-21,51,tax optimization;estate planning;long-term care;investment allocation;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0404,38,Salaried,185098,Married,2,476,572684,14287,4,175974,Retirement,25,7745836,8,8,4,5,Email,Annual,2024-12-01,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0405,25,Student,11932,Married,0,357,18932,1177,1,3566,Home Purchase,2,68744,8,6,2,7,App,Quarterly,2025-09-24,43,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0406,33,Self-Employed,294483,Single,0,485,1207007,14305,3,306734,Debt Reduction,1,149721,8,7,3,5,Email,Quarterly,2025-07-16,39,debt payoff strategies;budgeting;savings strategies;tax-efficient investing;insurance review,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0407,61,Retired,61924,Widowed,1,461,52306,5795,5,190802,Healthcare,5,142383,3,7,8,6,In-Person,Biannual,2025-01-01,44,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,3
+C0408,42,Salaried,98878,Single,0,490,202024,4543,2,137703,Business Investment,7,420481,8,9,4,6,App,Quarterly,2025-11-29,36,tax optimization;estate planning;emergency fund;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0409,24,Student,3733,Single,0,381,6200,500,2,1565,Education,3,172603,6,4,4,7,Phone,Biannual,2025-02-11,40,education savings;529 plans;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0410,41,Salaried,87609,Single,0,446,260631,4406,4,134611,Education,3,149927,5,9,6,5,App,Biannual,2024-12-25,30,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0411,35,Self-Employed,161601,Married,2,422,591411,11291,2,211127,Education,4,168089,9,7,2,6,Email,Quarterly,2025-07-06,44,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0412,33,Salaried,168944,Divorced,1,464,425562,9733,3,96924,Debt Reduction,2,160540,7,9,4,5,Chat,Annual,2025-12-05,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0413,20,Student,18195,Divorced,0,340,33700,1743,3,738,Education,3,137241,5,3,7,5,Email,Quarterly,2024-12-27,23,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0414,31,Salaried,128939,Married,0,442,447288,5729,3,76820,Home Purchase,2,796208,7,9,4,7,Email,Biannual,2025-04-19,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0415,21,Unemployed,1926,Single,0,331,2931,500,3,1339,Education,1,131884,4,4,7,5,App,Quarterly,2025-05-18,26,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0416,81,Retired,20320,Married,2,389,5353,2453,4,201032,Emergency Fund,1,16835,3,6,8,5,Phone,Quarterly,2024-10-30,33,budgeting;savings strategies;retirement income;estate planning,treasury bonds;money market;CDs,3
+C0417,29,Self-Employed,243390,Married,0,462,281159,10682,1,138202,Home Purchase,2,1289996,10,9,1,5,App,Annual,2025-07-17,34,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0418,44,Self-Employed,196267,Married,2,489,353956,13229,1,476849,Business Investment,7,234435,8,8,2,6,App,Annual,2025-12-22,42,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0419,46,Salaried,144961,Married,2,510,440009,10082,3,383958,Wealth Accumulation,7,240680,7,8,5,8,App,Quarterly,2025-03-10,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0420,33,Self-Employed,264015,Married,1,428,911843,15781,5,179329,Home Purchase,2,1584660,7,8,5,7,Email,Biannual,2025-10-18,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0421,42,Self-Employed,296837,Married,2,471,433659,22537,1,551639,Retirement,21,10114820,9,10,2,6,App,Quarterly,2025-05-22,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0422,73,Retired,48598,Widowed,0,381,44852,3382,4,372803,Healthcare,15,241718,2,7,8,4,Chat,Monthly,2025-08-26,27,budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs,3
+C0423,64,Salaried,256382,Divorced,0,467,210047,12376,3,1026982,Retirement,4,4062949,7,8,5,4,In-Person,Annual,2024-10-12,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0424,59,Unemployed,4674,Married,2,347,2544,581,3,1636,Wealth Accumulation,7,4934,3,8,7,6,Email,Annual,2025-10-15,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C0425,30,Self-Employed,145758,Married,1,423,573747,11146,4,64910,Wealth Accumulation,5,144946,7,7,4,6,Chat,Quarterly,2024-08-06,41,investment strategies;budgeting;savings strategies;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets,4
+C0426,68,Retired,112909,Divorced,0,431,120641,5224,4,506699,Estate Planning,20,1295609,5,10,6,3,Phone,Quarterly,2024-10-18,25,tax optimization;estate planning;charitable giving;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0427,81,Retired,53330,Married,0,416,68809,4354,3,382525,Estate Planning,5,623068,5,7,6,5,Email,Quarterly,2025-12-20,31,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C0428,58,Salaried,165862,Married,0,482,91046,11086,3,597495,Healthcare,5,230284,6,8,4,5,In-Person,Ad-hoc,2025-08-23,35,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0429,23,Student,17646,Married,0,338,24372,1781,2,3264,Emergency Fund,1,7017,6,5,4,7,App,Monthly,2024-07-16,45,budgeting;savings strategies;tax-efficient investing;investment allocation;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C0430,43,Salaried,198019,Married,2,478,446861,13255,3,442648,Retirement,24,5863947,6,9,5,7,Chat,Quarterly,2025-04-14,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0431,22,Student,17310,Single,0,338,21368,1427,2,3737,Travel,1,17180,6,3,4,6,Email,Monthly,2024-10-26,33,budgeting;savings strategies;business succession;medicare,index funds;blue-chip stocks;corporate bonds,3
+C0432,38,Salaried,178699,Married,1,479,384983,11853,4,205078,Home Purchase,10,1207927,6,8,5,5,App,Quarterly,2025-12-07,35,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0433,70,Retired,37123,Married,0,392,26040,2746,6,191917,Healthcare,5,241599,1,7,10,6,In-Person,Annual,2024-12-11,36,budgeting;savings strategies;college funding;medicare;social security,treasury bonds;money market;CDs,3
+C0434,52,Self-Employed,213112,Divorced,0,480,130178,10089,3,736227,Retirement,18,6696011,8,8,4,3,Chat,Quarterly,2024-07-23,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0435,42,Salaried,193588,Married,1,502,281651,11350,5,284877,Business Investment,20,392801,6,9,6,6,Email,Ad-hoc,2025-11-14,38,tax optimization;estate planning;medicare;college funding;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0436,50,Self-Employed,113431,Divorced,0,494,39377,7823,6,241846,Healthcare,10,115179,4,8,6,4,Phone,Biannual,2024-07-26,26,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0437,50,Self-Employed,202147,Married,1,500,109814,13254,1,496449,Wealth Accumulation,10,294378,9,7,2,6,Email,Ad-hoc,2025-07-21,31,investment strategies;budgeting;savings strategies;insurance review;retirement income,growth stocks;sector ETFs;crypto assets,4
+C0438,58,Self-Employed,75585,Married,2,468,73479,6938,3,331956,Retirement,12,1616939,6,7,5,4,Email,Annual,2024-12-06,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0439,60,Retired,108427,Married,0,432,149077,5236,4,460230,Wealth Accumulation,20,166242,5,8,6,4,In-Person,Annual,2025-01-13,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0440,30,Salaried,140537,Married,2,427,299509,11408,3,74072,Emergency Fund,1,123056,8,7,3,5,Email,Monthly,2025-02-02,32,budgeting;savings strategies;college funding;tax strategies,growth stocks;sector ETFs;crypto assets,2
+C0441,27,Salaried,180774,Widowed,0,447,260810,9781,1,97774,Debt Reduction,1,228336,10,8,1,5,Chat,Quarterly,2025-07-28,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0442,80,Retired,22402,Married,2,359,33614,2580,3,143991,Estate Planning,5,992644,1,7,9,3,Email,Annual,2025-02-03,27,budgeting;savings strategies;risk management;estate planning;social security,treasury bonds;money market;CDs,2
+C0443,20,Student,6393,Married,1,333,7792,670,1,1824,Education,5,107395,8,4,3,7,In-Person,Annual,2024-08-20,38,education savings;529 plans;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0444,48,Salaried,168491,Widowed,0,511,437764,10533,4,293310,Education,3,147952,6,8,6,5,Phone,Monthly,2025-01-20,30,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0445,69,Retired,43401,Divorced,1,407,49591,3355,5,302379,Estate Planning,10,1200800,4,9,8,3,App,Biannual,2025-08-02,29,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,1
+C0446,32,Salaried,170479,Married,1,461,446265,13623,3,144840,Retirement,36,9171684,7,7,4,7,Email,Annual,2025-03-22,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0447,22,Student,16030,Single,0,387,13410,1344,2,4305,Debt Reduction,1,28861,6,6,5,6,Email,Quarterly,2025-12-09,32,debt payoff strategies;budgeting;savings strategies;investment allocation;business succession,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0448,29,Unemployed,384,Married,2,368,685,500,4,3450,Home Purchase,7,2313,4,7,7,8,Email,Ad-hoc,2025-09-11,56,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0449,74,Retired,43781,Married,0,428,53737,3651,5,248821,Healthcare,20,294113,1,9,9,5,Chat,Quarterly,2024-12-14,40,tax optimization;estate planning;medicare;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,2
+C0450,30,Self-Employed,107868,Divorced,0,441,153107,4427,4,69648,Home Purchase,2,659143,5,8,6,7,App,Quarterly,2025-06-18,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C0451,78,Retired,65272,Single,0,407,113251,4371,4,453403,Estate Planning,3,299861,2,9,9,6,In-Person,Annual,2025-04-12,49,tax optimization;estate planning;social security;tax strategies;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C0452,28,Salaried,182490,Married,1,468,287711,12875,2,102703,Retirement,32,7976259,9,9,2,8,Email,Biannual,2024-10-12,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0453,46,Unemployed,326,Divorced,0,378,983,500,4,2937,Business Investment,5,98561,4,8,7,5,App,Quarterly,2025-04-29,42,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0454,44,Self-Employed,284090,Widowed,0,499,739336,16523,2,695060,Retirement,18,9051352,9,9,2,6,In-Person,Quarterly,2025-02-22,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0455,46,Salaried,167107,Single,2,473,179044,13713,4,273657,Education,2,148292,6,10,5,5,Email,Quarterly,2025-08-22,45,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0456,63,Retired,62244,Divorced,1,450,18745,4397,5,271638,Travel,1,10645,4,7,7,7,In-Person,Quarterly,2024-07-16,40,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C0457,21,Student,15072,Married,0,346,30726,1591,2,4385,Home Purchase,3,73490,7,4,4,8,Chat,Monthly,2025-03-13,48,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0458,28,Self-Employed,208932,Divorced,1,441,226756,13783,1,141821,Wealth Accumulation,3,204179,9,8,2,5,Email,Annual,2025-11-04,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0459,36,Unemployed,4896,Divorced,1,347,9716,506,2,581,Business Investment,20,80674,4,7,7,6,App,Biannual,2025-05-22,44,budgeting;savings strategies;insurance review;long-term care;business succession,index funds;blue-chip stocks;corporate bonds,3
+C0460,24,Unemployed,1594,Married,0,309,2564,500,1,3525,Travel,3,22133,7,6,4,5,In-Person,Quarterly,2025-11-01,27,budgeting;savings strategies;credit score;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C0461,53,Self-Employed,132511,Single,1,473,82818,7375,7,422169,Retirement,15,2666887,3,9,8,3,Phone,Biannual,2025-07-22,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C0462,28,Self-Employed,215824,Divorced,2,423,312381,17078,3,168136,Emergency Fund,1,205180,9,9,3,8,Chat,Monthly,2025-01-04,54,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0463,51,Self-Employed,252437,Divorced,1,473,151642,14741,3,691623,Estate Planning,20,1640723,8,9,3,5,App,Biannual,2024-10-13,43,tax optimization;estate planning;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0464,24,Student,10446,Married,0,355,12573,1068,2,4812,Education,3,160045,6,5,5,6,App,Biannual,2024-08-29,35,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0465,54,Unemployed,392,Single,0,354,307,500,3,4057,Wealth Accumulation,7,497,4,7,7,6,Email,Quarterly,2025-10-15,46,investment strategies;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C0466,58,Salaried,136478,Married,1,455,166649,10694,7,435233,Estate Planning,7,396265,4,8,7,4,Phone,Annual,2025-03-25,35,tax optimization;estate planning;long-term care;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0467,48,Self-Employed,245676,Married,2,471,675297,17529,3,853258,Retirement,22,6648992,8,10,3,7,Email,Biannual,2024-09-10,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0468,69,Retired,82990,Married,2,404,127874,6775,5,348795,Healthcare,5,258273,3,6,9,5,Email,Biannual,2024-09-11,28,budgeting;savings strategies;estate planning;college funding;long-term care,treasury bonds;money market;CDs,2
+C0469,21,Student,4173,Married,1,380,3760,500,1,4561,Travel,1,20680,8,3,3,8,App,Biannual,2024-07-29,47,budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C0470,31,Salaried,76934,Married,1,416,225475,5621,5,58269,Home Purchase,1,382625,4,8,7,4,App,Ad-hoc,2024-08-09,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0471,69,Retired,102907,Married,1,437,98459,6767,7,672310,Estate Planning,5,1938003,2,8,9,4,Chat,Ad-hoc,2025-07-15,33,tax optimization;estate planning;charitable giving;risk management,treasury bonds;money market;CDs;tax-efficient funds,2
+C0472,21,Student,15858,Widowed,2,378,24222,1539,2,1749,Travel,1,22814,6,4,5,5,Email,Annual,2025-07-11,32,budgeting;savings strategies;charitable giving;business succession;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C0473,64,Retired,77642,Married,2,404,38013,7238,3,315817,Estate Planning,3,492261,5,9,7,5,Phone,Quarterly,2024-12-10,40,tax optimization;estate planning;charitable giving;tax-efficient investing;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0474,53,Salaried,206774,Married,1,463,57140,9773,5,469789,Estate Planning,5,386145,7,8,5,5,Email,Annual,2025-07-10,37,tax optimization;estate planning;medicare;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0475,57,Salaried,86306,Single,0,467,92404,4337,4,349420,Estate Planning,20,284430,3,10,7,3,Email,Ad-hoc,2025-10-31,28,tax optimization;estate planning;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,1
+C0476,78,Retired,18298,Married,2,347,23272,2391,4,111451,Emergency Fund,2,13754,1,6,10,4,Chat,Biannual,2024-09-27,25,budgeting;savings strategies;insurance review;social security,treasury bonds;money market;CDs,3
+C0477,34,Self-Employed,47192,Married,2,410,112216,4095,4,47298,Retirement,31,1974555,6,6,6,7,Email,Ad-hoc,2024-07-14,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0478,65,Salaried,149709,Married,2,449,57391,13424,6,603525,Estate Planning,10,1630402,3,7,8,4,App,Ad-hoc,2024-10-28,23,budgeting;savings strategies;business succession,treasury bonds;money market;CDs,3
+C0479,31,Salaried,72846,Married,0,460,205536,3134,3,31906,Debt Reduction,2,103357,6,8,6,6,Email,Quarterly,2024-09-25,35,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0480,46,Salaried,180575,Married,2,484,355071,15006,1,491145,Retirement,17,4413835,8,8,2,4,In-Person,Annual,2025-01-13,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0481,47,Salaried,199137,Married,1,480,584086,11112,2,509438,Retirement,14,4767670,8,10,3,7,In-Person,Quarterly,2025-09-17,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0482,65,Self-Employed,180432,Married,1,445,172533,12328,4,1030365,Healthcare,7,166236,6,10,4,6,Phone,Annual,2025-08-20,44,tax optimization;estate planning;retirement income;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0483,30,Salaried,195948,Married,1,481,320198,14040,4,118642,Debt Reduction,1,213259,6,6,5,5,Email,Ad-hoc,2025-04-14,28,debt payoff strategies;budgeting;savings strategies;social security;long-term care,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0484,81,Retired,21335,Single,0,372,37452,1686,4,224327,Estate Planning,10,915095,2,4,9,4,Email,Biannual,2025-04-18,21,budgeting;savings strategies;business succession;long-term care,treasury bonds;money market;CDs,3
+C0485,23,Salaried,78328,Married,0,430,166612,6466,2,13935,Education,2,127528,8,6,3,6,Email,Ad-hoc,2025-02-23,40,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0486,19,Student,7973,Married,0,364,8279,877,2,4393,Emergency Fund,1,3467,7,5,4,5,Email,Quarterly,2025-11-10,30,budgeting;savings strategies;estate planning;college funding,growth stocks;sector ETFs;crypto assets,4
+C0487,63,Salaried,195684,Single,0,489,143285,10629,6,950830,Retirement,1,1743788,5,10,7,4,In-Person,Quarterly,2024-09-22,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0488,28,Self-Employed,132863,Divorced,1,403,124825,5792,2,58474,Retirement,42,6727199,9,8,2,7,App,Quarterly,2024-08-08,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0489,53,Salaried,77992,Single,0,461,103236,4091,3,171056,Healthcare,10,148997,4,8,7,5,Email,Annual,2025-02-01,35,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0490,18,Student,6414,Single,0,371,5202,612,2,660,Education,1,155031,6,5,5,7,App,Quarterly,2025-01-24,41,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0491,43,Unemployed,3253,Married,1,383,8931,500,5,1676,Retirement,20,90839,3,7,9,7,Email,Quarterly,2025-04-22,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0492,29,Salaried,250068,Single,0,446,440177,15360,1,137503,Retirement,40,14454963,10,9,1,5,In-Person,Quarterly,2024-07-28,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0493,83,Retired,66496,Married,2,410,117255,7076,5,465768,Estate Planning,15,1898895,2,7,10,7,App,Quarterly,2025-07-29,48,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,3
+C0494,83,Retired,49290,Divorced,0,362,37084,2696,3,444184,Retirement,1,605683,5,8,5,7,App,Annual,2024-12-29,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0495,22,Student,12858,Married,0,353,9553,1187,3,1923,Education,1,158867,7,5,5,7,App,Quarterly,2025-11-06,35,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0496,85,Retired,60068,Single,0,367,83147,4922,5,697447,Estate Planning,7,1813459,2,6,9,7,In-Person,Monthly,2025-05-28,45,budgeting;savings strategies;tax strategies;credit score,treasury bonds;money market;CDs,3
+C0497,31,Self-Employed,304607,Divorced,1,442,977562,20596,5,180604,Home Purchase,1,1630763,7,8,5,7,In-Person,Biannual,2025-06-18,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0498,62,Retired,91659,Divorced,0,444,84967,4577,6,336952,Wealth Accumulation,10,101029,2,9,9,3,Phone,Annual,2025-08-10,24,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C0499,64,Retired,47548,Divorced,1,421,17371,4581,2,289150,Healthcare,3,253623,6,7,5,7,Email,Quarterly,2024-11-04,38,budgeting;savings strategies;emergency fund;tax-efficient investing;risk management,index funds;blue-chip stocks;corporate bonds,3
+C0500,60,Retired,69050,Married,1,446,56729,7377,4,343461,Wealth Accumulation,15,61893,3,5,8,3,Phone,Biannual,2025-06-28,23,investment strategies;budgeting;savings strategies;college funding;insurance review,treasury bonds;money market;CDs,2
+C0501,68,Retired,115180,Married,1,423,77450,6043,7,670182,Healthcare,7,52573,1,7,10,8,Email,Annual,2024-08-01,57,budgeting;savings strategies;emergency fund;retirement income,treasury bonds;money market;CDs,3
+C0502,18,Student,11384,Married,1,336,17455,1123,1,4041,Education,3,157117,7,6,3,6,Email,Quarterly,2025-07-24,30,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0503,50,Salaried,69420,Divorced,0,478,18238,5810,3,136726,Retirement,18,1637678,6,8,5,7,Phone,Quarterly,2025-09-09,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0504,21,Student,5191,Divorced,0,364,10204,500,2,2178,Travel,2,10806,6,3,6,6,App,Quarterly,2025-08-08,24,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C0505,53,Unemployed,1122,Single,0,357,602,500,4,3387,Healthcare,15,86528,2,6,9,6,Email,Monthly,2024-09-11,36,budgeting;savings strategies;social security,treasury bonds;money market;CDs,3
+C0506,36,Self-Employed,237525,Divorced,0,476,766996,10363,2,231951,Education,4,167212,8,10,3,5,App,Biannual,2024-12-12,35,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0507,31,Salaried,115202,Married,1,434,403119,10268,2,69826,Emergency Fund,2,79739,8,9,3,6,App,Biannual,2024-11-21,42,tax optimization;estate planning;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0508,38,Salaried,123025,Married,1,445,304639,10335,6,165009,Retirement,28,4992256,5,9,6,6,Email,Biannual,2024-11-23,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0509,51,Salaried,245413,Married,0,507,248115,12481,2,439138,Retirement,18,6759088,6,8,4,5,Phone,Quarterly,2024-09-15,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0510,53,Self-Employed,180675,Married,1,486,257504,12009,3,696056,Retirement,7,2507594,6,8,4,4,Email,Biannual,2025-04-04,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0511,23,Unemployed,2270,Single,0,334,3169,500,2,2209,Education,2,161399,6,6,4,7,In-Person,Quarterly,2024-07-21,49,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0512,63,Retired,48294,Single,0,410,17281,4219,3,257482,Retirement,1,605029,3,8,8,4,Phone,Annual,2024-12-04,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C0513,65,Salaried,176594,Married,0,460,163462,10410,4,916510,Retirement,1,1723360,7,9,4,5,Phone,Quarterly,2025-04-27,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0514,50,Salaried,188822,Married,1,521,126179,13738,4,471869,Retirement,13,4957248,5,8,7,4,In-Person,Annual,2025-01-20,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0515,61,Salaried,71396,Married,0,447,49122,3046,5,245057,Retirement,1,808165,3,6,8,4,In-Person,Ad-hoc,2024-12-31,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0516,26,Salaried,77680,Married,2,407,77632,6213,3,32449,Debt Reduction,1,97625,7,5,5,7,App,Quarterly,2024-08-22,39,debt payoff strategies;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0517,51,Self-Employed,96558,Single,0,461,35823,4695,3,301537,Wealth Accumulation,15,96552,6,7,6,6,In-Person,Monthly,2025-08-22,42,investment strategies;budgeting;savings strategies;tax-efficient investing;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0518,26,Salaried,95556,Married,2,402,89986,6907,3,37450,Emergency Fund,2,77583,6,6,5,5,Email,Quarterly,2025-03-11,27,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C0519,71,Retired,71585,Divorced,0,391,38868,2809,4,574871,Estate Planning,7,1073866,3,8,8,5,Phone,Annual,2025-11-06,29,tax optimization;estate planning;investment allocation;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C0520,57,Salaried,105003,Married,1,476,85797,6896,6,402908,Retirement,10,2044121,3,7,8,4,Phone,Annual,2025-12-04,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,3
+C0521,31,Self-Employed,85818,Single,0,398,289472,3172,3,49391,Debt Reduction,1,160832,7,7,5,5,Email,Quarterly,2024-08-11,30,debt payoff strategies;budgeting;savings strategies;business succession;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0522,63,Retired,69097,Single,2,435,75242,6502,3,319531,Healthcare,10,180012,5,9,6,3,Email,Annual,2025-03-12,24,tax optimization;estate planning;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0523,83,Retired,59941,Widowed,1,371,76180,3863,3,378444,Estate Planning,7,1510794,6,7,4,3,Phone,Biannual,2024-09-25,21,budgeting;savings strategies;college funding;medicare;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C0524,73,Retired,19497,Single,0,384,28397,1558,3,123163,Retirement,1,185230,1,7,9,4,Phone,Biannual,2024-09-26,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0525,63,Salaried,163962,Single,0,477,233265,10552,3,806463,Retirement,6,2185123,6,6,4,5,Email,Quarterly,2025-01-16,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C0526,19,Student,3961,Divorced,2,350,3468,500,2,2675,Travel,3,13968,7,3,5,7,Email,Quarterly,2025-08-18,34,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,4
+C0527,37,Salaried,50049,Married,2,436,85507,4313,2,47681,Home Purchase,3,335775,5,7,6,5,App,Biannual,2025-05-09,39,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0528,44,Salaried,108652,Single,2,484,338127,7656,3,149712,Business Investment,10,435385,7,9,4,7,Email,Annual,2024-12-19,56,tax optimization;estate planning;emergency fund;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C0529,37,Salaried,127438,Married,2,469,245223,10305,4,146955,Business Investment,5,82424,6,8,4,7,App,Annual,2025-12-03,41,tax optimization;estate planning;social security;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0530,51,Salaried,122011,Widowed,1,478,134366,5088,8,251483,Estate Planning,7,1853870,2,10,9,5,In-Person,Quarterly,2025-04-01,36,tax optimization;estate planning;tax-efficient investing;insurance review;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C0531,55,Salaried,154270,Single,0,500,93474,4931,5,431994,Wealth Accumulation,10,123326,6,8,5,8,In-Person,Monthly,2025-02-07,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C0532,33,Self-Employed,238308,Married,1,432,938832,18931,4,291037,Debt Reduction,2,248351,7,7,4,5,Phone,Quarterly,2024-09-12,28,debt payoff strategies;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C0533,39,Salaried,157996,Widowed,1,469,250219,11057,5,246348,Home Purchase,2,1067601,6,6,6,6,Phone,Annual,2024-09-30,44,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0534,52,Salaried,124217,Widowed,1,501,112923,8343,6,216190,Wealth Accumulation,3,205944,3,9,8,7,Email,Biannual,2025-11-22,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C0535,66,Retired,114074,Single,0,425,128606,5745,5,429088,Healthcare,7,299033,5,8,6,4,In-Person,Biannual,2024-08-06,34,tax optimization;estate planning;tax strategies;investment allocation;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0536,25,Salaried,67249,Divorced,2,445,62920,6428,2,27321,Home Purchase,10,321594,8,6,3,6,Phone,Annual,2025-12-23,38,mortgage options;down payment;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0537,29,Self-Employed,69345,Single,0,424,103886,5559,2,35796,Wealth Accumulation,10,37599,9,8,3,6,App,Annual,2025-05-19,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0538,59,Salaried,55801,Single,0,456,89576,3822,4,183203,Wealth Accumulation,5,79905,3,8,7,7,Phone,Biannual,2024-11-10,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C0539,53,Salaried,102586,Married,1,452,78639,8161,2,216210,Retirement,13,2128248,7,8,3,7,In-Person,Quarterly,2024-10-29,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0540,27,Unemployed,329,Widowed,0,308,493,500,3,3102,Retirement,33,13656,5,7,6,7,App,Monthly,2024-12-01,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0541,22,Student,16307,Married,0,394,25089,1579,1,112,Education,4,163358,8,4,3,6,Phone,Monthly,2025-01-28,31,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0542,85,Retired,46284,Married,1,365,78805,4489,5,355275,Retirement,1,506253,2,7,9,4,Email,Ad-hoc,2025-12-07,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0543,39,Salaried,132546,Divorced,0,449,410559,7456,7,176626,Education,7,169527,5,10,7,7,App,Ad-hoc,2024-07-07,42,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0544,22,Self-Employed,138890,Married,0,403,219798,8992,1,24858,Travel,3,13117,10,7,1,7,In-Person,Quarterly,2025-03-07,44,budgeting;savings strategies;investment allocation;tax strategies,growth stocks;sector ETFs;crypto assets,4
+C0545,28,Unemployed,1679,Single,0,312,3488,500,3,766,Home Purchase,2,11201,5,5,6,6,App,Ad-hoc,2025-10-07,40,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C0546,60,Self-Employed,146743,Married,1,472,189380,10843,5,805330,Retirement,8,2728939,5,10,7,7,App,Quarterly,2025-09-14,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0547,21,Unemployed,1285,Married,0,344,1103,500,3,3880,Education,7,119291,5,5,5,5,Email,Annual,2025-05-06,34,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0548,60,Retired,44534,Single,1,401,17489,2853,5,185328,Healthcare,10,287491,2,8,9,5,App,Annual,2025-06-06,41,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C0549,73,Retired,62896,Single,0,427,72621,4192,6,303738,Estate Planning,10,340879,2,9,9,3,Email,Quarterly,2024-10-27,28,tax optimization;estate planning;long-term care;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C0550,56,Salaried,116857,Divorced,0,456,87545,6740,5,356469,Wealth Accumulation,3,120339,5,8,6,6,In-Person,Quarterly,2025-02-14,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0551,19,Student,6031,Married,1,318,12574,583,2,3043,Education,4,149592,7,6,4,5,App,Biannual,2025-11-08,37,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0552,62,Salaried,230212,Married,1,502,168154,13846,5,994015,Healthcare,7,121795,4,8,7,4,Phone,Quarterly,2024-12-05,26,tax optimization;estate planning;social security;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0553,24,Student,4517,Married,0,349,4087,500,2,4526,Travel,3,17792,6,3,5,5,Chat,Quarterly,2024-08-23,24,budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds,3
+C0554,62,Salaried,112440,Married,2,478,175832,9475,4,563984,Retirement,1,1121967,6,10,6,6,Email,Quarterly,2025-08-09,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0555,57,Salaried,110622,Divorced,0,442,73888,6540,4,426269,Wealth Accumulation,7,135307,5,8,6,6,In-Person,Quarterly,2025-05-04,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0556,24,Student,9229,Single,2,352,10037,976,2,2292,Emergency Fund,2,4861,6,4,6,6,Email,Quarterly,2025-01-16,39,budgeting;savings strategies;insurance review;medicare;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C0557,54,Self-Employed,324844,Married,0,472,291720,14682,4,1265050,Retirement,6,5558580,5,10,6,8,Phone,Monthly,2024-08-31,65,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C0558,34,Self-Employed,215542,Divorced,0,475,257034,13180,3,168426,Debt Reduction,2,171987,8,8,3,7,App,Biannual,2025-01-22,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0559,61,Retired,130632,Married,1,442,56733,10132,5,688339,Retirement,1,1269520,5,9,6,6,Email,Annual,2024-10-21,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0560,46,Salaried,167095,Married,0,499,624792,12221,1,357192,Retirement,14,3330540,9,10,2,6,App,Annual,2025-12-24,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0561,23,Self-Employed,168016,Married,1,435,175847,8922,1,59236,Home Purchase,5,1088175,9,7,2,6,App,Monthly,2025-08-25,45,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0562,53,Salaried,218198,Divorced,0,509,300649,7517,1,721438,Retirement,13,5790487,8,10,2,7,Email,Annual,2024-07-31,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C0563,38,Salaried,157953,Divorced,0,489,397792,8252,2,211534,Retirement,22,4277778,8,6,2,7,Email,Monthly,2025-10-05,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0564,20,Student,15289,Married,1,357,20526,1596,2,3446,Education,2,145186,7,5,5,7,Chat,Biannual,2025-10-10,47,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0565,56,Unemployed,2428,Divorced,1,385,3253,500,3,1592,Healthcare,7,146024,5,7,7,4,Chat,Biannual,2025-06-07,29,budgeting;savings strategies;insurance review;business succession,index funds;blue-chip stocks;corporate bonds,3
+C0566,34,Salaried,99211,Single,0,452,291477,6387,3,74723,Retirement,33,4716214,6,6,5,5,Chat,Quarterly,2025-09-29,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0567,34,Unemployed,2963,Married,1,360,12699,500,4,4460,Wealth Accumulation,15,1670,5,8,7,7,Email,Biannual,2025-09-21,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0568,49,Salaried,184888,Married,1,514,301659,11206,3,374669,Wealth Accumulation,15,149534,8,7,4,8,Email,Annual,2024-11-04,44,investment strategies;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,3
+C0569,54,Self-Employed,53796,Married,0,460,66640,4482,3,132600,Wealth Accumulation,10,56299,5,10,5,3,Email,Annual,2025-06-11,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0570,27,Self-Employed,163119,Married,1,416,340321,9553,1,100029,Retirement,37,6184848,10,9,1,6,App,Monthly,2025-04-18,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0571,81,Retired,15504,Single,0,384,13430,1450,4,160485,Retirement,1,137986,1,5,10,6,App,Biannual,2025-03-30,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0572,44,Self-Employed,233685,Married,2,475,321486,19959,1,433824,Retirement,17,5599982,10,7,1,7,App,Annual,2025-05-25,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C0573,62,Retired,60859,Divorced,0,420,22145,5378,5,269931,Retirement,1,598891,2,6,10,5,Email,Quarterly,2024-10-16,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0574,26,Salaried,62512,Single,1,424,110327,4062,2,22581,Retirement,41,2848724,8,6,4,7,App,Annual,2025-03-09,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C0575,48,Unemployed,4821,Widowed,0,405,18513,500,3,1834,Home Purchase,5,20259,5,6,7,5,Phone,Quarterly,2024-07-06,30,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0576,42,Self-Employed,249855,Married,2,471,917686,14640,2,438911,Business Investment,3,289602,8,7,2,7,Email,Quarterly,2025-10-14,48,budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets,3
+C0577,79,Retired,70853,Married,2,423,39059,4996,4,601487,Emergency Fund,1,54454,4,8,7,5,Phone,Quarterly,2024-11-14,33,tax optimization;estate planning;tax strategies;business succession;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0578,44,Self-Employed,300502,Married,2,456,546029,19032,1,683047,Wealth Accumulation,10,135057,10,9,1,5,App,Quarterly,2024-09-21,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0579,25,Student,20651,Married,1,398,33796,2427,2,3196,Debt Reduction,2,10345,7,5,4,7,Email,Biannual,2025-03-04,37,debt payoff strategies;budgeting;savings strategies;risk management;insurance review,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0580,83,Retired,54956,Married,1,367,69437,5046,5,407187,Estate Planning,5,770737,3,7,9,5,In-Person,Quarterly,2025-03-13,35,budgeting;savings strategies;medicare,treasury bonds;money market;CDs,3
+C0581,67,Retired,99179,Divorced,0,443,120042,3525,4,493809,Travel,1,29215,5,8,7,3,Email,Ad-hoc,2025-02-15,29,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0582,54,Salaried,137985,Single,2,508,151133,10133,6,382706,Retirement,6,1937671,5,10,7,4,In-Person,Biannual,2025-12-10,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0583,34,Salaried,187130,Married,2,456,341941,11549,4,144746,Retirement,31,8038697,7,8,4,4,Email,Annual,2025-12-23,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0584,63,Salaried,271670,Divorced,0,484,276836,12153,5,1292725,Wealth Accumulation,10,115480,6,8,5,6,Phone,Quarterly,2025-12-12,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0585,73,Retired,81155,Single,0,403,96820,3876,5,667542,Healthcare,10,233221,5,7,7,7,Phone,Quarterly,2025-05-24,49,budgeting;savings strategies;risk management;credit score;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C0586,49,Salaried,50207,Widowed,0,447,154823,3834,4,124512,Business Investment,5,169729,4,7,7,7,Email,Quarterly,2025-05-31,41,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C0587,65,Salaried,182162,Single,0,464,89279,10586,5,675598,Retirement,1,2118515,6,10,5,7,Email,Quarterly,2025-07-14,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0588,33,Salaried,76199,Married,0,419,285357,3045,2,66999,Emergency Fund,1,42787,7,8,3,6,App,Quarterly,2025-10-21,38,tax optimization;estate planning;credit score;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0589,33,Salaried,122919,Divorced,2,428,313548,8052,2,96492,Emergency Fund,2,72544,8,8,3,6,In-Person,Monthly,2024-10-16,39,tax optimization;estate planning;tax-efficient investing;credit score;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0590,51,Salaried,243647,Married,2,520,280777,22966,5,428785,Wealth Accumulation,15,392477,4,9,7,6,In-Person,Biannual,2024-09-19,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0591,37,Self-Employed,136438,Married,3,466,409729,10174,3,206168,Business Investment,7,137908,9,8,3,5,Email,Annual,2025-11-26,37,tax optimization;estate planning;emergency fund;credit score;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0592,33,Salaried,79711,Married,1,444,302822,6815,5,65604,Wealth Accumulation,20,84919,5,8,7,4,Email,Biannual,2024-10-12,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0593,24,Salaried,144294,Divorced,2,437,186571,10441,4,36438,Education,3,117925,7,6,4,8,Email,Monthly,2024-09-04,52,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0594,80,Retired,64260,Single,0,378,96200,4625,3,377341,Healthcare,20,285456,6,6,6,6,In-Person,Biannual,2024-10-06,34,budgeting;savings strategies;risk management;medicare,index funds;blue-chip stocks;corporate bonds,4
+C0595,22,Salaried,42706,Married,0,384,54411,3399,1,6642,Home Purchase,10,215481,8,5,2,8,Phone,Monthly,2024-10-29,46,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0596,24,Salaried,114187,Single,0,428,182234,6671,1,26044,Travel,1,18403,8,8,2,7,Email,Monthly,2025-05-08,51,tax optimization;estate planning;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0597,23,Self-Employed,84883,Married,1,390,67455,5986,2,19784,Education,10,155510,7,8,4,7,In-Person,Quarterly,2024-07-05,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0598,51,Unemployed,1874,Divorced,1,375,2958,500,4,3926,Wealth Accumulation,5,956,3,7,9,4,In-Person,Biannual,2024-11-25,34,investment strategies;budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs,2
+C0599,57,Salaried,206866,Married,1,478,209056,14961,5,752355,Estate Planning,7,596017,4,7,7,7,App,Annual,2024-07-11,39,budgeting;savings strategies;charitable giving;risk management;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C0600,75,Retired,61674,Married,2,402,71190,5588,5,312234,Healthcare,15,84214,3,7,9,8,In-Person,Quarterly,2024-07-06,41,budgeting;savings strategies;insurance review;business succession;emergency fund,treasury bonds;money market;CDs,4
+C0601,48,Salaried,142807,Married,2,455,365817,11188,3,275086,Retirement,13,3907578,7,9,4,5,Phone,Monthly,2025-01-20,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0602,25,Salaried,160665,Divorced,1,417,201688,7608,2,59841,Debt Reduction,1,183837,9,7,2,7,App,Quarterly,2024-11-04,45,debt payoff strategies;budgeting;savings strategies;investment allocation;medicare,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0603,50,Salaried,146313,Divorced,0,473,193035,6024,7,226666,Retirement,14,4164766,4,8,8,5,In-Person,Quarterly,2024-09-11,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0604,24,Self-Employed,121675,Single,1,436,217833,8503,2,43614,Education,4,107960,8,6,2,8,Email,Quarterly,2025-05-04,49,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0605,63,Salaried,172653,Single,2,441,124977,12707,6,826827,Retirement,1,1707929,3,8,8,3,In-Person,Quarterly,2025-09-24,22,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C0606,61,Salaried,266162,Married,0,491,92278,21447,9,1148564,Retirement,5,3281653,3,8,9,7,Email,Biannual,2024-08-01,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,4
+C0607,37,Salaried,209225,Married,2,468,811536,21077,3,193862,Home Purchase,3,975111,5,8,5,7,App,Quarterly,2024-09-14,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0608,55,Self-Employed,290997,Married,1,456,323704,25602,6,1104429,Wealth Accumulation,15,259563,4,9,7,3,Email,Annual,2024-10-05,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0609,60,Salaried,164904,Married,2,482,215898,13587,5,781702,Retirement,1,2024446,6,8,5,4,Phone,Biannual,2024-08-18,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0610,21,Student,5747,Married,0,364,7919,646,2,1252,Education,4,131861,7,6,5,7,App,Quarterly,2025-09-16,34,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0611,23,Student,12180,Single,0,364,10544,994,1,558,Travel,2,20352,7,5,3,7,In-Person,Quarterly,2025-03-25,38,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,3
+C0612,60,Retired,54253,Married,2,447,31913,5467,2,218449,Retirement,6,731924,6,8,4,7,Email,Biannual,2024-07-04,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C0613,70,Retired,36483,Married,2,389,13293,4101,4,223920,Healthcare,7,150516,2,6,8,4,Email,Quarterly,2025-11-11,31,budgeting;savings strategies;emergency fund;business succession;retirement income,treasury bonds;money market;CDs,2
+C0614,18,Student,13535,Married,0,339,10183,1341,2,4151,Travel,5,20664,7,7,5,8,Chat,Quarterly,2025-03-15,52,budgeting;savings strategies;tax strategies;long-term care;social security,growth stocks;sector ETFs;crypto assets,3
+C0615,78,Retired,22744,Married,1,349,10421,2884,2,207341,Estate Planning,7,1424282,4,8,6,6,Phone,Biannual,2025-06-28,34,tax optimization;estate planning;emergency fund;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0616,24,Student,15364,Single,0,357,15390,1196,3,4560,Education,2,142124,6,3,5,7,Email,Quarterly,2025-04-30,42,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0617,47,Unemployed,2677,Married,2,394,9430,500,2,3027,Retirement,20,89385,5,7,6,6,Email,Quarterly,2025-02-15,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0618,47,Self-Employed,138758,Divorced,0,481,282739,5495,4,424304,Retirement,15,2939469,6,8,5,7,Email,Quarterly,2025-10-09,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0619,24,Unemployed,1448,Married,0,356,2985,500,1,648,Education,4,173560,7,5,4,6,App,Monthly,2025-12-14,41,education savings;529 plans;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0620,58,Salaried,175320,Married,2,454,246087,16274,6,726793,Wealth Accumulation,20,84768,4,8,8,3,Phone,Biannual,2025-11-06,24,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0621,51,Salaried,197590,Married,2,470,77851,18089,3,355620,Wealth Accumulation,20,93974,7,9,5,5,In-Person,Monthly,2025-05-12,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0622,29,Salaried,244194,Single,0,473,458766,13177,1,124596,Emergency Fund,2,105533,9,8,1,6,App,Biannual,2024-12-21,40,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0623,26,Salaried,41836,Divorced,0,407,90301,3397,2,11832,Wealth Accumulation,20,34427,7,7,3,6,Email,Annual,2025-04-03,40,investment strategies;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,4
+C0624,54,Salaried,159655,Single,0,474,204796,10832,5,485064,Retirement,14,3387648,4,10,7,4,Phone,Biannual,2024-09-09,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0625,37,Self-Employed,299590,Married,2,461,968827,21200,3,367679,Business Investment,10,39851,8,8,3,5,Chat,Quarterly,2024-11-17,40,tax optimization;estate planning;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0626,24,Salaried,154623,Divorced,2,415,317546,10652,1,56599,Travel,1,29394,9,8,1,6,Chat,Biannual,2025-11-27,33,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0627,58,Salaried,76890,Married,2,484,14945,4407,4,225210,Retirement,12,1757122,5,7,6,3,App,Ad-hoc,2025-11-08,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0628,85,Retired,65324,Single,0,396,102550,5486,4,762380,Retirement,1,759238,5,8,6,6,Email,Quarterly,2025-05-23,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0629,84,Retired,45168,Married,0,373,32671,3782,6,490919,Retirement,1,450874,1,8,10,7,Email,Annual,2025-08-10,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C0630,40,Salaried,119537,Single,0,482,255368,7800,4,185548,Home Purchase,2,658171,6,9,5,5,Email,Biannual,2025-08-22,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0631,19,Student,15338,Married,1,378,19830,1410,2,120,Travel,1,5556,6,4,5,6,App,Monthly,2025-07-06,32,budgeting;savings strategies;retirement income;social security;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,4
+C0632,27,Self-Employed,218289,Married,2,442,261134,19388,2,95033,Home Purchase,2,1235543,9,7,2,8,Phone,Monthly,2024-11-29,44,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0633,60,Salaried,182103,Divorced,0,499,105149,11389,5,760981,Retirement,7,3508648,4,7,8,5,Email,Monthly,2025-12-03,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C0634,26,Salaried,208218,Married,1,430,318274,18179,1,79273,Retirement,38,8015787,10,9,1,8,App,Quarterly,2025-12-15,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0635,77,Retired,47198,Divorced,0,405,65445,4007,7,425166,Retirement,1,619079,1,8,10,6,In-Person,Quarterly,2025-09-14,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C0636,61,Retired,25208,Divorced,0,383,6913,1994,2,128581,Healthcare,7,227844,5,7,6,7,In-Person,Quarterly,2024-11-25,49,budgeting;savings strategies;college funding;tax strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C0637,30,Self-Employed,297609,Married,1,473,1008203,25771,1,175166,Home Purchase,5,1847664,10,7,1,7,Email,Quarterly,2024-12-08,41,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0638,35,Self-Employed,220932,Widowed,1,482,709465,14885,4,312871,Wealth Accumulation,7,254519,6,10,6,6,Email,Biannual,2025-03-18,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0639,85,Retired,34761,Divorced,0,370,56778,2000,3,337053,Healthcare,20,89863,4,7,7,5,Phone,Biannual,2024-07-13,35,budgeting;savings strategies;tax-efficient investing;estate planning;business succession,index funds;blue-chip stocks;corporate bonds,3
+C0640,23,Self-Employed,104294,Married,0,446,118942,4845,3,26933,Travel,1,22168,9,6,3,8,App,Quarterly,2025-08-23,51,budgeting;savings strategies;tax-efficient investing;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C0641,65,Salaried,68902,Single,0,468,72415,5889,5,332139,Travel,1,7774,2,6,9,7,Email,Biannual,2025-01-07,48,budgeting;savings strategies;business succession;medicare,treasury bonds;money market;CDs,4
+C0642,41,Unemployed,4033,Single,0,340,11319,500,2,4742,Retirement,22,137647,6,7,5,5,Phone,Quarterly,2025-08-10,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0643,22,Salaried,38941,Married,0,421,32396,3449,2,6136,Travel,3,20414,6,6,4,6,App,Monthly,2025-06-23,40,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C0644,46,Self-Employed,294300,Single,0,482,1155273,15799,3,655646,Retirement,17,9522974,8,7,3,6,App,Biannual,2024-11-09,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0645,36,Self-Employed,268597,Single,1,443,853778,12787,5,313643,Business Investment,5,61826,6,7,5,6,App,Quarterly,2024-09-04,40,budgeting;savings strategies;social security;long-term care;business succession,index funds;blue-chip stocks;corporate bonds,2
+C0646,26,Salaried,148547,Single,2,425,105698,10530,2,76363,Home Purchase,7,596589,8,10,3,6,App,Quarterly,2024-11-20,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0647,70,Retired,88495,Married,1,403,34674,5642,3,519299,Emergency Fund,1,66661,4,7,6,3,App,Quarterly,2024-11-25,23,budgeting;savings strategies;retirement income;credit score,index funds;blue-chip stocks;corporate bonds,2
+C0648,60,Salaried,68884,Single,0,456,15122,4481,3,276053,Healthcare,3,276726,6,7,5,6,Phone,Quarterly,2025-11-16,42,budgeting;savings strategies;estate planning;social security;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C0649,56,Salaried,69435,Married,2,460,33204,7380,4,275413,Wealth Accumulation,20,70483,4,9,7,6,In-Person,Biannual,2025-02-10,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0650,22,Student,4734,Married,1,354,3612,508,2,4299,Emergency Fund,1,3535,7,6,4,7,App,Quarterly,2025-04-14,38,budgeting;savings strategies;medicare;investment allocation,growth stocks;sector ETFs;crypto assets,4
+C0651,26,Salaried,118859,Married,2,452,132019,10827,3,53758,Retirement,37,6373772,6,8,4,8,App,Quarterly,2025-07-06,58,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C0652,30,Salaried,56264,Married,1,400,139939,4942,4,32221,Wealth Accumulation,3,61229,5,8,6,5,Email,Quarterly,2024-07-27,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0653,69,Retired,38204,Married,2,377,27388,4016,4,283915,Healthcare,7,250364,4,9,6,4,Email,Biannual,2025-11-14,26,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0654,72,Retired,21264,Married,2,389,26997,2507,4,95959,Healthcare,3,291328,1,7,10,7,Phone,Quarterly,2025-05-13,45,budgeting;savings strategies;long-term care,treasury bonds;money market;CDs,3
+C0655,44,Unemployed,1383,Single,0,343,2686,500,4,4867,Retirement,26,50879,3,6,7,7,Email,Biannual,2024-10-15,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C0656,26,Unemployed,1208,Married,1,347,1039,500,2,1657,Home Purchase,2,8242,6,6,4,6,Chat,Annual,2025-01-11,42,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0657,37,Salaried,150719,Single,0,478,311562,6883,2,187842,Home Purchase,5,756268,8,8,3,7,Phone,Biannual,2025-04-04,50,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0658,47,Self-Employed,291577,Married,2,465,379823,24348,5,804733,Business Investment,20,459361,7,10,5,6,Email,Quarterly,2025-06-18,39,tax optimization;estate planning;medicare;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0659,69,Retired,42683,Divorced,1,427,59380,2976,7,205004,Emergency Fund,3,31500,2,7,10,4,Phone,Biannual,2024-12-12,34,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C0660,50,Salaried,244854,Married,0,470,230029,20190,7,559968,Retirement,11,4276856,4,10,8,8,In-Person,Quarterly,2025-04-17,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C0661,49,Salaried,157792,Divorced,1,460,205080,10353,3,357509,Education,3,128900,9,10,3,7,Phone,Quarterly,2025-10-02,49,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0662,51,Salaried,63022,Single,0,489,25065,5074,4,167488,Healthcare,20,59091,5,6,7,5,App,Monthly,2025-01-02,34,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,2
+C0663,29,Salaried,109629,Married,1,457,134208,6526,2,73173,Home Purchase,3,530614,8,8,2,5,Phone,Monthly,2025-08-08,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0664,44,Salaried,200218,Single,1,462,609872,13399,2,382074,Education,1,130451,7,9,3,6,App,Biannual,2025-02-16,47,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0665,52,Salaried,207545,Married,0,511,297101,10069,3,636678,Retirement,9,3400703,7,10,3,3,Email,Annual,2025-02-16,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0666,81,Retired,80671,Married,1,380,63108,4772,7,803618,Retirement,1,760178,2,7,10,4,Email,Quarterly,2024-07-21,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0667,29,Unemployed,1508,Married,0,332,1715,500,2,4028,Debt Reduction,2,2191,7,6,4,5,Phone,Annual,2025-03-11,26,debt payoff strategies;budgeting;savings strategies;emergency fund;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0668,28,Self-Employed,174278,Divorced,1,443,143414,8349,1,76022,Home Purchase,5,1020927,10,7,1,7,App,Annual,2025-10-31,46,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0669,38,Self-Employed,68428,Married,2,443,229806,6983,2,83503,Education,3,173933,6,7,5,7,App,Monthly,2025-11-24,41,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0670,32,Self-Employed,39143,Married,2,425,54240,3806,3,27579,Wealth Accumulation,7,42338,8,7,4,6,App,Monthly,2025-12-21,38,investment strategies;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C0671,31,Unemployed,231,Single,0,345,671,500,3,4198,Wealth Accumulation,10,356,4,6,8,8,App,Monthly,2024-10-30,48,investment strategies;budgeting;savings strategies;business succession;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0672,60,Unemployed,1185,Married,0,383,335,500,3,2439,Wealth Accumulation,5,503,4,5,7,6,Email,Quarterly,2025-10-22,33,investment strategies;budgeting;savings strategies;retirement income;medicare,index funds;blue-chip stocks;corporate bonds,4
+C0673,48,Unemployed,729,Married,1,373,1930,500,3,2933,Education,3,107634,5,6,6,5,Phone,Ad-hoc,2025-09-13,33,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0674,58,Salaried,90055,Married,1,454,52223,5572,4,285009,Travel,3,20352,3,7,7,4,App,Annual,2025-06-12,30,budgeting;savings strategies;tax-efficient investing;risk management,treasury bonds;money market;CDs,2
+C0675,38,Self-Employed,197407,Divorced,0,487,312968,7567,2,344837,Wealth Accumulation,20,146034,8,9,2,6,App,Quarterly,2025-04-06,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0676,31,Salaried,173389,Single,0,459,497400,9279,4,102718,Home Purchase,2,651744,8,9,4,5,In-Person,Monthly,2024-11-13,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0677,55,Self-Employed,244915,Married,1,457,56754,19274,5,1071331,Retirement,14,5227730,6,9,6,5,Email,Quarterly,2025-07-03,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0678,55,Self-Employed,211849,Married,1,481,336020,19349,4,627530,Wealth Accumulation,7,138360,4,9,6,3,In-Person,Biannual,2025-02-15,23,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0679,34,Salaried,231469,Divorced,0,454,371393,9268,2,180896,Retirement,34,11168274,8,6,2,6,App,Biannual,2024-08-01,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C0680,23,Unemployed,734,Single,0,314,553,500,2,1306,Education,4,163430,7,5,5,5,Chat,Quarterly,2025-04-17,29,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0681,34,Salaried,220700,Single,0,471,693760,7222,1,196054,Debt Reduction,1,339522,9,7,1,6,App,Monthly,2025-10-14,36,debt payoff strategies;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0682,42,Unemployed,464,Married,1,339,1661,500,5,134,Retirement,18,11520,3,7,9,7,Phone,Ad-hoc,2024-11-15,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C0683,51,Salaried,231499,Married,0,518,266065,15880,2,466443,Travel,3,16907,7,9,4,7,In-Person,Monthly,2025-03-27,46,tax optimization;estate planning;charitable giving;medicare;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C0684,21,Student,6802,Married,0,381,4475,633,2,625,Education,4,124722,7,5,4,7,App,Monthly,2024-12-01,47,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0685,28,Salaried,48751,Single,0,412,95672,3286,1,31273,Wealth Accumulation,3,72419,8,7,2,8,In-Person,Quarterly,2024-08-09,54,investment strategies;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,3
+C0686,36,Unemployed,2607,Married,2,328,4354,500,4,3133,Home Purchase,2,12742,4,5,7,5,Email,Quarterly,2025-07-23,26,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0687,34,Salaried,198247,Married,1,488,520876,11727,3,209256,Debt Reduction,1,105311,7,8,4,6,Email,Annual,2025-07-25,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0688,75,Retired,34327,Married,1,399,41176,3226,4,262508,Healthcare,20,191809,1,8,10,4,Email,Biannual,2025-08-16,29,tax optimization;estate planning;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C0689,30,Unemployed,584,Single,0,336,1035,500,3,2123,Debt Reduction,1,922,3,6,8,6,Email,Monthly,2025-05-03,39,debt payoff strategies;budgeting;savings strategies;insurance review,treasury bonds;money market;CDs;debt consolidation loan,3
+C0690,52,Unemployed,2782,Single,0,387,3143,500,5,922,Estate Planning,3,1320495,1,8,10,4,Email,Biannual,2024-12-28,34,tax optimization;estate planning;business succession;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C0691,56,Self-Employed,255525,Single,2,485,85712,18772,3,871522,Retirement,14,4908434,7,8,4,5,In-Person,Quarterly,2025-11-30,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0692,46,Self-Employed,256510,Married,2,460,473413,16394,4,736671,Retirement,17,6047642,6,7,6,8,Email,Monthly,2025-04-21,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C0693,19,Student,10231,Single,0,357,11957,883,2,1321,Travel,1,26879,5,3,6,5,App,Quarterly,2024-12-23,28,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C0694,23,Student,5290,Single,0,341,12122,500,2,3572,Home Purchase,5,30176,7,3,4,7,Email,Monthly,2024-09-05,29,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0695,36,Salaried,106793,Single,0,479,324378,6971,3,136994,Retirement,34,5570019,6,10,4,5,In-Person,Biannual,2025-08-20,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0696,26,Salaried,68014,Single,0,427,127217,4601,2,31376,Emergency Fund,1,33600,7,9,4,6,Chat,Biannual,2024-07-24,41,tax optimization;estate planning;retirement income;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0697,59,Self-Employed,93912,Single,1,449,110117,6477,5,510950,Healthcare,7,183310,4,10,7,4,Email,Annual,2025-06-27,37,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0698,47,Salaried,150674,Married,2,505,187614,12354,3,285363,Retirement,18,3752291,6,10,5,8,Email,Quarterly,2024-07-13,60,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C0699,64,Retired,109016,Married,1,433,96222,8914,7,401628,Retirement,1,1288195,4,9,7,6,App,Quarterly,2025-04-12,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0700,67,Retired,95376,Married,1,405,137103,7418,5,372599,Estate Planning,10,1078062,4,6,7,3,Phone,Biannual,2024-12-26,18,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,2
+C0701,69,Retired,21978,Married,0,397,7867,2103,4,121047,Retirement,1,240062,3,7,8,7,In-Person,Monthly,2025-03-03,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C0702,22,Salaried,104680,Single,0,440,124385,4384,5,25265,Education,7,171522,6,9,6,6,App,Quarterly,2025-03-28,47,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0703,49,Self-Employed,310307,Married,2,472,712269,26896,5,851827,Business Investment,5,123153,6,7,6,6,In-Person,Quarterly,2025-03-19,33,budgeting;savings strategies;insurance review;tax strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C0704,71,Retired,56796,Single,0,419,66787,3764,5,328640,Travel,1,5197,2,10,10,3,Email,Ad-hoc,2025-05-01,29,tax optimization;estate planning;risk management,treasury bonds;money market;CDs;tax-efficient funds,2
+C0705,22,Student,15782,Married,0,385,13830,1576,3,748,Emergency Fund,1,5913,5,5,7,6,In-Person,Annual,2024-08-30,28,budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0706,52,Salaried,84735,Single,0,476,92044,3446,3,202052,Retirement,10,1751950,5,9,6,4,Phone,Annual,2025-06-23,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0707,25,Unemployed,427,Married,1,338,354,500,3,4678,Debt Reduction,1,494,5,5,7,7,Email,Biannual,2025-05-02,33,debt payoff strategies;budgeting;savings strategies;emergency fund;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C0708,66,Retired,91297,Married,1,415,47137,6391,4,469024,Retirement,2,1278936,3,9,7,4,Chat,Annual,2024-08-11,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C0709,66,Retired,70680,Single,0,439,41493,2860,4,276597,Retirement,2,695492,4,10,7,5,Phone,Annual,2025-07-03,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0710,74,Retired,85029,Married,1,396,97630,4303,4,571151,Healthcare,20,63164,4,7,7,7,Phone,Monthly,2024-08-02,47,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C0711,21,Unemployed,2788,Married,0,318,4361,500,2,4016,Travel,2,20481,5,5,6,7,Chat,Annual,2025-10-15,41,budgeting;savings strategies;credit score;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C0712,62,Self-Employed,116920,Married,2,428,44166,9972,5,771389,Healthcare,3,84414,5,8,6,6,Phone,Quarterly,2025-10-09,47,tax optimization;estate planning;insurance review;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0713,43,Self-Employed,140928,Divorced,1,466,178290,7278,4,215157,Home Purchase,3,875795,6,8,5,5,App,Biannual,2025-11-19,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0714,61,Salaried,256160,Married,2,484,68300,23647,5,879089,Wealth Accumulation,7,307820,6,9,5,4,In-Person,Quarterly,2024-07-25,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0715,60,Retired,90511,Married,1,446,37458,4981,6,318454,Retirement,6,1183022,3,6,9,5,Email,Monthly,2024-10-15,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0716,66,Retired,115591,Married,1,414,138547,7077,5,660817,Healthcare,5,204670,4,9,7,6,In-Person,Biannual,2025-05-29,51,tax optimization;estate planning;emergency fund;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0717,63,Salaried,141416,Married,1,487,49297,7873,5,812145,Wealth Accumulation,20,142276,3,10,8,6,Email,Quarterly,2024-12-13,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C0718,33,Self-Employed,160418,Married,2,473,275976,12821,3,120309,Debt Reduction,2,301356,8,9,3,5,App,Quarterly,2025-07-21,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0719,22,Salaried,66717,Married,1,425,58547,5850,3,13901,Education,1,133823,6,7,4,6,Phone,Monthly,2025-08-19,35,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0720,54,Salaried,206244,Married,2,479,81805,20556,4,688623,Retirement,13,4028817,7,10,4,7,Email,Quarterly,2025-09-12,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0721,34,Salaried,186296,Married,2,461,466252,14076,1,205225,Emergency Fund,1,162459,9,7,1,6,Email,Biannual,2024-07-16,40,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,3
+C0722,33,Salaried,129979,Married,0,462,483424,5147,4,135042,Debt Reduction,1,117344,5,6,5,7,Email,Quarterly,2025-11-22,45,debt payoff strategies;budgeting;savings strategies;risk management;emergency fund,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0723,57,Salaried,178904,Married,1,457,210198,17114,4,430896,Wealth Accumulation,20,268106,5,9,6,5,Phone,Quarterly,2025-01-01,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0724,33,Salaried,189361,Married,0,473,324554,10328,5,143242,Home Purchase,7,1179008,5,8,6,7,Email,Quarterly,2025-03-03,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C0725,18,Student,12424,Single,0,371,14574,959,2,1520,Emergency Fund,2,4705,7,4,4,6,App,Quarterly,2025-07-28,33,budgeting;savings strategies;retirement income;college funding;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C0726,23,Salaried,175498,Divorced,1,415,246863,13139,1,41171,Education,3,173827,10,5,2,7,App,Quarterly,2025-05-08,36,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0727,43,Salaried,121656,Single,0,486,132800,7639,4,232471,Home Purchase,1,716726,7,9,5,8,App,Quarterly,2025-05-23,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0728,57,Self-Employed,100388,Single,0,448,31408,5757,6,349447,Healthcare,20,72729,4,9,6,8,In-Person,Quarterly,2025-08-22,63,tax optimization;estate planning;risk management;business succession;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C0729,24,Student,17171,Married,0,397,11702,1874,2,4679,Emergency Fund,1,5433,6,5,5,6,Email,Monthly,2025-11-18,32,budgeting;savings strategies;credit score;emergency fund;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0730,21,Student,15099,Married,0,364,15661,1378,2,1215,Travel,2,12964,6,7,5,5,App,Quarterly,2024-07-13,29,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C0731,44,Salaried,104765,Divorced,0,463,173079,3598,2,253388,Retirement,24,3592062,7,8,3,4,Phone,Annual,2024-10-04,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0732,46,Salaried,90357,Married,0,486,298969,5870,1,135449,Retirement,14,2204806,8,9,3,6,Phone,Quarterly,2024-09-26,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0733,57,Unemployed,2040,Married,1,351,2757,500,5,98,Healthcare,7,114784,1,9,10,6,Phone,Biannual,2025-05-16,36,tax optimization;estate planning;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C0734,45,Salaried,115753,Single,0,481,271657,5551,2,181191,Wealth Accumulation,3,127888,8,9,3,6,Email,Biannual,2024-07-20,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0735,54,Salaried,132061,Married,0,481,97622,9269,5,279850,Wealth Accumulation,7,215304,4,10,8,5,Phone,Quarterly,2025-02-16,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0736,20,Student,12734,Married,0,365,24347,1088,2,709,Education,3,117102,5,5,7,5,App,Monthly,2024-07-28,24,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0737,27,Salaried,75348,Married,2,437,82179,6843,2,32682,Debt Reduction,1,86203,6,8,5,6,Phone,Quarterly,2025-03-25,37,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C0738,62,Salaried,50390,Married,0,457,60652,3780,4,216241,Retirement,6,954943,3,9,8,3,Email,Monthly,2024-12-24,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C0739,47,Salaried,158019,Married,2,497,546891,11574,2,363949,Business Investment,15,210297,8,8,2,8,App,Quarterly,2025-04-06,56,tax optimization;estate planning;retirement income;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C0740,45,Salaried,78039,Single,0,443,112021,4474,3,124577,Business Investment,10,278365,5,8,5,6,In-Person,Quarterly,2025-06-13,45,tax optimization;estate planning;tax-efficient investing;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0741,58,Self-Employed,252362,Married,0,493,100281,13776,3,880080,Retirement,5,3032161,7,9,4,3,In-Person,Biannual,2025-02-19,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0742,55,Salaried,156183,Married,2,450,88054,12773,4,499838,Retirement,8,2987293,4,8,6,7,Email,Annual,2025-01-10,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0743,24,Student,15011,Single,0,339,28113,1287,3,956,Emergency Fund,2,14024,5,6,5,6,App,Quarterly,2025-04-12,30,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C0744,28,Salaried,66422,Married,1,446,118196,6500,1,30514,Debt Reduction,2,130629,8,9,2,7,Chat,Biannual,2025-03-25,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0745,62,Salaried,163889,Single,0,466,225572,5883,5,552833,Retirement,5,2555433,6,9,5,3,Email,Biannual,2024-10-26,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,1
+C0746,50,Unemployed,1661,Widowed,0,374,1019,500,4,2882,Retirement,16,44216,1,6,10,4,Email,Ad-hoc,2025-01-06,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0747,76,Retired,43279,Single,0,420,28877,3141,3,284780,Estate Planning,10,826610,6,5,5,7,Phone,Monthly,2025-08-15,42,budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C0748,79,Retired,50737,Married,2,365,74497,5509,4,442012,Travel,1,14099,5,8,6,3,Chat,Monthly,2025-12-21,28,tax optimization;estate planning;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0749,54,Unemployed,2363,Divorced,0,343,822,500,4,2382,Retirement,9,36758,4,8,8,7,Email,Annual,2025-07-25,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0750,82,Retired,71166,Married,0,383,17660,4053,4,746427,Healthcare,7,252096,5,9,6,6,In-Person,Annual,2024-11-06,39,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0751,30,Salaried,175977,Married,1,445,549994,8987,5,113898,Retirement,40,9897292,5,7,5,8,App,Monthly,2025-07-31,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C0752,49,Self-Employed,52690,Married,1,476,105576,4005,2,146493,Education,2,151520,7,8,4,6,Email,Quarterly,2025-05-25,37,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0753,41,Salaried,171007,Married,1,459,503985,9026,5,332656,Home Purchase,3,663430,7,10,5,5,App,Quarterly,2024-07-14,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0754,43,Salaried,149366,Single,0,501,379733,6255,3,244153,Retirement,21,4661855,7,10,4,7,In-Person,Ad-hoc,2025-02-28,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0755,65,Salaried,229800,Married,0,495,158460,11950,5,1208768,Retirement,1,2438309,5,8,5,4,Email,Annual,2025-10-21,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0756,37,Salaried,89345,Divorced,1,429,190661,6598,4,125189,Retirement,24,3445899,4,7,8,5,Phone,Biannual,2025-11-17,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0757,61,Salaried,124360,Divorced,0,455,47893,6188,5,389884,Retirement,1,1586006,4,8,6,7,In-Person,Ad-hoc,2024-07-18,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0758,77,Retired,66191,Single,0,377,47406,5716,4,472347,Healthcare,7,102169,5,5,6,3,Phone,Annual,2025-03-20,23,budgeting;savings strategies;social security;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C0759,37,Unemployed,1979,Married,3,360,2811,500,2,1311,Wealth Accumulation,15,2185,6,6,4,5,Email,Biannual,2025-02-19,27,investment strategies;budgeting;savings strategies;credit score;business succession,index funds;blue-chip stocks;corporate bonds,2
+C0760,27,Unemployed,391,Divorced,0,307,353,500,2,4473,Emergency Fund,1,186,5,5,6,6,Chat,Monthly,2025-04-01,36,budgeting;savings strategies;social security;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C0761,69,Retired,85821,Divorced,1,395,90543,5423,3,519391,Healthcare,5,69438,6,8,6,3,Phone,Quarterly,2025-05-06,29,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0762,59,Salaried,148822,Single,0,455,82506,6352,6,670214,Travel,1,27118,6,10,6,5,Email,Quarterly,2025-06-05,44,tax optimization;estate planning;insurance review;investment allocation;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0763,35,Self-Employed,153702,Married,1,429,362340,12636,2,163754,Business Investment,5,71899,9,7,2,7,Chat,Quarterly,2025-04-06,36,budgeting;savings strategies;insurance review;college funding;business succession,growth stocks;sector ETFs;crypto assets,3
+C0764,58,Unemployed,965,Married,0,338,868,500,4,622,Healthcare,15,210229,2,5,10,5,Phone,Annual,2025-06-19,31,budgeting;savings strategies;social security,treasury bonds;money market;CDs,2
+C0765,28,Salaried,127788,Married,1,420,191948,11189,1,56817,Retirement,41,6323558,9,7,1,8,App,Biannual,2024-07-31,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C0766,39,Salaried,66396,Single,0,439,86978,5146,3,73619,Education,1,164594,7,5,4,5,App,Monthly,2024-11-24,27,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0767,54,Salaried,114547,Married,1,451,121467,9007,3,343345,Retirement,16,2837892,7,9,4,5,Phone,Ad-hoc,2025-03-01,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0768,32,Salaried,210235,Married,1,470,559631,11037,3,117874,Wealth Accumulation,7,202502,8,9,4,6,Phone,Quarterly,2024-12-27,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0769,35,Self-Employed,211774,Divorced,0,436,409640,10451,4,276408,Education,4,116760,6,7,4,7,In-Person,Quarterly,2024-12-27,44,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0770,32,Salaried,107067,Married,1,415,324547,5506,4,54231,Debt Reduction,1,186999,6,8,5,5,Email,Annual,2025-07-08,34,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0771,61,Salaried,73581,Single,0,432,28502,4357,4,387561,Retirement,1,783449,4,6,7,5,Email,Monthly,2025-10-19,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0772,61,Retired,39101,Married,0,392,10408,3648,6,140474,Retirement,1,491597,2,7,9,5,In-Person,Quarterly,2025-01-22,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0773,49,Salaried,213898,Married,1,522,576316,17613,4,630400,Business Investment,15,378505,7,10,4,5,App,Biannual,2025-03-18,41,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0774,52,Salaried,180920,Married,0,497,147492,8407,6,518595,Retirement,12,3608658,4,8,8,4,Email,Quarterly,2024-12-23,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0775,36,Unemployed,88,Married,1,345,295,500,3,2762,Home Purchase,2,450,5,6,6,5,Phone,Quarterly,2024-07-16,38,mortgage options;down payment;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0776,52,Self-Employed,81093,Married,0,432,85996,4363,2,218999,Retirement,15,2308255,7,7,3,6,In-Person,Biannual,2025-04-30,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0777,62,Retired,122111,Married,1,469,104173,8780,5,529350,Travel,1,21478,3,8,8,7,App,Quarterly,2025-07-20,51,tax optimization;estate planning;medicare;tax-efficient investing;insurance review,treasury bonds;money market;CDs;tax-efficient funds,4
+C0778,58,Salaried,173603,Divorced,0,480,109108,8990,6,516597,Estate Planning,5,571159,4,8,8,3,Email,Annual,2025-12-07,23,tax optimization;estate planning;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0779,75,Retired,28882,Married,0,414,45983,2975,3,240167,Estate Planning,10,918725,3,8,8,6,Email,Biannual,2024-08-20,39,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C0780,25,Student,12987,Widowed,1,375,12157,1352,2,3294,Retirement,36,608170,7,6,3,7,App,Biannual,2024-08-03,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C0781,58,Salaried,48638,Divorced,1,471,42901,3693,4,219437,Retirement,4,658782,5,9,6,3,Phone,Ad-hoc,2025-01-28,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0782,24,Student,9655,Divorced,1,372,15505,781,1,1471,Debt Reduction,1,19158,7,6,3,7,Email,Quarterly,2025-04-19,39,debt payoff strategies;budgeting;savings strategies;social security;tax strategies,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0783,61,Salaried,92155,Married,0,443,57510,5524,4,333888,Healthcare,10,223434,6,7,6,7,In-Person,Quarterly,2024-10-26,42,budgeting;savings strategies;charitable giving;insurance review;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C0784,65,Salaried,186263,Single,0,457,173362,10755,3,818631,Retirement,1,1908394,7,10,4,8,Email,Quarterly,2024-08-20,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C0785,61,Retired,88779,Single,0,439,34222,5919,6,302141,Wealth Accumulation,15,130480,2,10,9,6,Phone,Annual,2024-07-23,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C0786,80,Retired,57204,Married,2,418,92012,6601,4,394293,Healthcare,5,54185,2,7,9,3,In-Person,Annual,2024-12-30,28,budgeting;savings strategies;investment allocation;medicare,treasury bonds;money market;CDs,3
+C0787,60,Self-Employed,162120,Married,1,430,46341,13390,3,669041,Retirement,5,2154525,8,10,4,4,Phone,Annual,2024-12-10,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0788,72,Retired,22635,Divorced,0,416,24972,1786,5,173292,Estate Planning,5,1551786,2,8,10,4,Email,Quarterly,2025-09-27,34,tax optimization;estate planning;long-term care;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C0789,54,Self-Employed,298938,Married,0,480,257007,17813,1,1104820,Retirement,15,8878924,9,8,1,5,Phone,Monthly,2024-11-13,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0790,30,Salaried,95722,Married,1,448,141293,5324,3,55083,Debt Reduction,1,97361,6,8,6,6,App,Monthly,2024-12-09,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0791,72,Retired,72329,Married,0,402,27563,5470,4,342503,Estate Planning,5,722004,2,8,10,4,In-Person,Quarterly,2024-09-28,26,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,2
+C0792,25,Self-Employed,242855,Married,0,413,422204,16483,1,104456,Wealth Accumulation,3,192417,10,8,1,6,App,Monthly,2025-11-23,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0793,64,Self-Employed,103732,Married,0,421,29631,7008,6,430420,Retirement,5,1831332,5,7,6,6,Email,Annual,2025-08-18,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C0794,47,Self-Employed,79239,Married,1,467,144722,5360,2,174742,Wealth Accumulation,20,96601,7,9,5,4,Phone,Quarterly,2024-07-10,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0795,64,Salaried,139460,Single,0,441,121160,4880,2,762494,Healthcare,10,291499,7,8,3,3,Email,Biannual,2024-09-14,26,tax optimization;estate planning;retirement income;investment allocation;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0796,41,Self-Employed,37004,Married,2,434,72518,3526,4,90700,Education,3,127494,5,10,7,7,Phone,Biannual,2025-10-29,52,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0797,56,Salaried,133993,Married,2,479,157116,8755,6,300837,Retirement,11,2544366,4,9,6,7,In-Person,Biannual,2025-07-13,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0798,22,Self-Employed,29518,Married,0,358,55333,2863,0,8990,Travel,2,19714,9,6,1,5,App,Quarterly,2024-08-13,28,budgeting;savings strategies;tax-efficient investing;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C0799,64,Salaried,84551,Married,0,475,62637,5271,3,469664,Wealth Accumulation,5,41094,6,7,4,4,Email,Monthly,2025-05-07,26,investment strategies;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C0800,75,Retired,80379,Single,1,423,97676,4493,3,508133,Travel,1,10558,4,8,7,6,Email,Biannual,2024-11-29,46,tax optimization;estate planning;emergency fund;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0801,43,Salaried,96851,Single,0,464,323164,4846,3,202842,Education,3,171638,5,6,5,8,Email,Monthly,2025-11-07,51,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0802,27,Salaried,136036,Married,2,446,149229,11793,4,53914,Home Purchase,3,838247,7,7,4,8,App,Monthly,2025-02-26,58,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0803,45,Salaried,146488,Married,2,507,413676,10750,5,212782,Retirement,23,5582615,4,9,7,4,Email,Annual,2025-04-02,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0804,32,Salaried,192505,Single,0,438,632729,6254,3,168487,Home Purchase,2,1118644,7,8,4,6,Email,Quarterly,2024-08-23,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0805,69,Retired,56308,Married,1,431,56031,4564,3,308195,Estate Planning,10,329473,4,9,6,3,Phone,Biannual,2025-06-27,28,tax optimization;estate planning;tax-efficient investing;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0806,60,Salaried,77230,Married,1,424,48126,4744,4,227900,Retirement,1,780321,3,7,7,6,App,Quarterly,2025-09-08,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0807,23,Student,8595,Single,0,386,6807,708,2,2993,Education,2,122896,5,4,6,6,App,Quarterly,2025-06-03,30,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0808,28,Salaried,156732,Married,1,462,115839,10877,2,84346,Wealth Accumulation,15,144575,9,8,2,8,App,Monthly,2024-11-07,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C0809,25,Student,14325,Married,0,384,26248,1273,2,4945,Emergency Fund,1,5575,7,5,4,8,App,Monthly,2025-11-16,40,budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets,4
+C0810,66,Retired,101434,Married,1,438,131993,5738,7,575467,Estate Planning,10,1228104,5,9,7,7,Email,Quarterly,2025-10-31,56,tax optimization;estate planning;business succession;credit score;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0811,30,Salaried,179891,Single,0,434,368319,5905,2,81423,Retirement,39,9135476,7,7,3,6,Email,Biannual,2025-11-10,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0812,61,Retired,84518,Divorced,0,423,28041,3043,3,437337,Retirement,5,1517721,5,9,7,4,In-Person,Biannual,2024-11-12,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0813,18,Student,8044,Widowed,0,351,8730,640,2,151,Emergency Fund,1,3746,7,4,4,7,Phone,Quarterly,2025-10-31,42,budgeting;savings strategies;long-term care;insurance review,growth stocks;sector ETFs;crypto assets,3
+C0814,75,Retired,33028,Married,1,413,54503,3266,5,229212,Estate Planning,20,1305156,1,5,10,4,In-Person,Ad-hoc,2025-03-29,29,budgeting;savings strategies;emergency fund;risk management;social security,treasury bonds;money market;CDs,3
+C0815,33,Unemployed,4809,Single,0,352,19601,500,2,3415,Retirement,33,168273,5,7,5,6,Phone,Annual,2025-05-21,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0816,69,Retired,49520,Single,0,391,62788,3112,3,321511,Travel,1,12207,6,7,5,6,App,Quarterly,2024-07-20,31,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C0817,30,Salaried,191698,Divorced,0,480,555595,8943,3,115851,Emergency Fund,2,123600,7,8,4,6,In-Person,Quarterly,2025-10-08,41,tax optimization;estate planning;long-term care;retirement income;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0818,46,Salaried,71549,Married,0,457,154527,5006,3,182375,Home Purchase,5,341428,8,8,4,7,App,Monthly,2025-04-05,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0819,64,Retired,29021,Single,0,404,18352,2559,5,111898,Healthcare,20,132635,2,6,9,5,In-Person,Monthly,2025-08-16,29,budgeting;savings strategies;tax-efficient investing;college funding,treasury bonds;money market;CDs,3
+C0820,73,Retired,59626,Married,1,410,75005,6072,6,472203,Healthcare,5,114171,1,5,10,4,Phone,Biannual,2025-12-10,25,budgeting;savings strategies;tax-efficient investing;risk management,treasury bonds;money market;CDs,2
+C0821,55,Salaried,141491,Married,2,502,32000,14071,7,354011,Retirement,9,2316138,2,9,8,7,Email,Biannual,2024-09-04,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C0822,37,Unemployed,4738,Married,0,376,14841,513,4,3801,Retirement,27,163850,5,7,7,8,Email,Monthly,2025-02-03,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0823,44,Salaried,225864,Married,3,475,562599,22216,4,311804,Wealth Accumulation,10,106859,6,8,4,5,App,Monthly,2024-12-23,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0824,27,Salaried,200022,Married,1,448,157396,15990,4,116658,Debt Reduction,1,238108,7,7,4,7,Email,Ad-hoc,2024-10-28,46,debt payoff strategies;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0825,20,Student,18634,Single,2,358,34892,1960,2,4229,Education,10,135055,6,5,4,7,Phone,Quarterly,2025-07-24,43,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0826,28,Salaried,189257,Divorced,1,460,270185,12450,5,119245,Home Purchase,3,797149,7,8,5,7,Phone,Annual,2025-07-09,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0827,37,Salaried,105845,Single,0,426,459538,6243,5,142504,Wealth Accumulation,10,100783,5,9,6,4,Phone,Ad-hoc,2025-10-05,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0828,62,Salaried,129916,Married,1,486,117984,7337,6,588754,Retirement,1,1326414,2,9,8,6,In-Person,Monthly,2025-05-09,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C0829,22,Student,8015,Married,1,349,5863,990,2,805,Travel,1,26243,6,3,4,7,Phone,Monthly,2024-10-14,31,budgeting;savings strategies;medicare;business succession;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C0830,20,Student,11360,Divorced,1,360,7185,1157,2,378,Travel,1,20167,6,3,5,5,App,Quarterly,2025-12-09,27,budgeting;savings strategies;medicare;risk management,index funds;blue-chip stocks;corporate bonds,3
+C0831,42,Salaried,166014,Single,0,459,527326,8789,6,272060,Wealth Accumulation,10,243459,6,9,6,6,App,Annual,2024-10-14,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0832,44,Salaried,174437,Single,0,495,478361,10145,5,271465,Retirement,17,4349157,6,10,5,4,App,Biannual,2024-10-16,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0833,25,Student,15229,Single,0,376,27193,1358,1,1899,Home Purchase,10,96050,6,6,4,8,Email,Monthly,2025-12-10,43,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C0834,83,Retired,13348,Divorced,0,338,18349,993,5,89770,Estate Planning,20,1242697,1,4,10,5,In-Person,Quarterly,2025-09-26,25,budgeting;savings strategies;tax strategies;retirement income;business succession,treasury bonds;money market;CDs,3
+C0835,43,Salaried,209957,Married,1,471,336642,16447,2,429430,Home Purchase,3,1319378,8,8,3,7,Email,Monthly,2025-02-01,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0836,62,Self-Employed,89840,Married,1,452,28575,7759,3,409878,Healthcare,3,191136,3,6,7,4,Email,Quarterly,2025-04-23,31,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C0837,72,Retired,79692,Married,1,404,28275,6582,4,474674,Retirement,1,1041798,4,8,6,5,In-Person,Quarterly,2024-12-06,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0838,29,Salaried,136788,Married,0,440,132470,10490,4,55930,Home Purchase,10,524713,6,7,5,6,Phone,Annual,2024-11-17,41,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0839,50,Salaried,154990,Widowed,0,487,136288,5222,3,367451,Retirement,12,3016003,6,9,5,4,In-Person,Biannual,2025-10-15,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0840,29,Salaried,215072,Married,1,446,346666,16519,1,139071,Retirement,38,11088668,10,8,1,7,App,Annual,2024-10-06,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0841,23,Student,11131,Single,0,378,24683,1083,1,685,Education,7,121008,8,4,3,6,App,Monthly,2025-03-07,39,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0842,65,Self-Employed,129045,Married,0,444,114446,6874,3,775221,Healthcare,7,121353,7,8,3,6,Phone,Biannual,2025-09-12,34,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0843,28,Salaried,91765,Married,1,408,87341,4498,1,55213,Debt Reduction,1,121422,8,7,2,7,App,Biannual,2025-08-23,46,debt payoff strategies;budgeting;savings strategies;tax strategies;risk management,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0844,80,Retired,29071,Married,2,399,33554,3396,5,186268,Healthcare,5,96254,1,8,9,5,Phone,Annual,2025-06-12,41,tax optimization;estate planning;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C0845,28,Salaried,136235,Married,0,459,153875,6816,3,74854,Emergency Fund,1,47211,6,9,5,6,In-Person,Quarterly,2024-08-05,51,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C0846,45,Salaried,76520,Married,2,441,216092,7393,3,133142,Retirement,17,2080108,5,8,5,4,Chat,Biannual,2025-02-08,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0847,35,Salaried,129940,Married,1,436,249825,9313,4,155697,Education,3,135608,6,8,5,7,App,Biannual,2025-03-09,41,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0848,47,Self-Employed,140833,Divorced,1,477,405456,8253,2,342992,Business Investment,7,313598,8,8,2,7,App,Quarterly,2025-04-02,45,tax optimization;estate planning;investment allocation;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0849,50,Self-Employed,238295,Married,1,495,264914,13314,4,620275,Estate Planning,10,392782,6,10,6,6,Email,Annual,2025-08-05,44,tax optimization;estate planning;credit score;risk management;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0850,66,Retired,46744,Married,0,407,41517,4121,4,184951,Estate Planning,5,993738,4,6,8,5,In-Person,Biannual,2024-09-21,30,budgeting;savings strategies;charitable giving;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C0851,21,Student,7539,Married,1,352,14009,805,2,3262,Emergency Fund,3,6995,7,6,4,7,App,Annual,2025-08-03,45,budgeting;savings strategies;investment allocation;emergency fund;credit score,growth stocks;sector ETFs;crypto assets,4
+C0852,59,Salaried,157554,Married,1,478,232566,8944,6,447804,Estate Planning,5,306881,5,10,6,5,Email,Annual,2025-05-07,32,tax optimization;estate planning;tax-efficient investing;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0853,33,Salaried,151831,Married,1,468,204519,7982,3,140516,Home Purchase,3,649338,7,8,3,4,Phone,Annual,2024-10-28,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0854,34,Salaried,109658,Single,2,433,365639,8796,5,74481,Retirement,27,4427977,7,7,5,7,Chat,Annual,2025-11-21,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C0855,60,Retired,115153,Widowed,0,437,144177,6185,4,403121,Retirement,6,2156275,5,7,6,8,Phone,Quarterly,2024-08-06,53,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C0856,34,Salaried,126088,Married,1,443,211599,6466,3,113173,Wealth Accumulation,7,84911,7,9,4,6,App,Quarterly,2025-05-31,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0857,30,Salaried,215213,Married,2,483,555481,12100,4,137935,Home Purchase,2,1382217,6,9,5,7,App,Biannual,2025-05-24,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0858,76,Retired,55714,Married,0,372,85252,5273,4,293169,Estate Planning,5,574056,4,5,8,4,Email,Biannual,2024-08-22,20,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C0859,62,Unemployed,3182,Married,0,347,1535,500,4,2940,Retirement,3,37775,4,7,7,3,In-Person,Biannual,2025-10-24,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0860,72,Retired,79871,Married,0,426,85609,4453,5,470369,Estate Planning,7,1784374,3,10,9,4,App,Biannual,2024-09-30,34,tax optimization;estate planning;college funding;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C0861,46,Self-Employed,52665,Divorced,1,471,108109,4174,3,171596,Retirement,22,1648257,7,9,5,7,Phone,Annual,2024-07-07,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0862,53,Salaried,165540,Single,0,509,159125,8773,4,311357,Retirement,15,3770534,4,9,6,6,Phone,Quarterly,2025-01-17,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0863,22,Student,8268,Married,1,346,15448,1025,2,2944,Travel,1,24153,8,5,3,7,Email,Quarterly,2024-07-11,44,budgeting;savings strategies;risk management;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C0864,77,Retired,61753,Widowed,0,374,17356,4546,4,398800,Healthcare,10,267896,4,10,7,4,Email,Quarterly,2024-10-09,41,tax optimization;estate planning;risk management;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0865,57,Salaried,184899,Single,1,471,178727,7407,4,445242,Healthcare,10,216908,6,10,5,4,Email,Quarterly,2025-10-02,31,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0866,57,Self-Employed,310150,Married,1,484,303363,20339,2,1234812,Healthcare,3,124509,8,7,3,8,App,Quarterly,2025-09-16,39,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C0867,50,Salaried,51633,Married,1,449,40179,4426,4,103197,Healthcare,7,98612,3,9,7,4,In-Person,Annual,2024-12-15,34,tax optimization;estate planning;risk management;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,2
+C0868,42,Salaried,176292,Divorced,0,457,306652,11069,3,376688,Retirement,23,5449980,8,9,3,5,In-Person,Quarterly,2024-10-22,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0869,65,Retired,62895,Divorced,0,442,34276,3876,5,334305,Travel,3,13053,4,7,7,5,Phone,Annual,2025-12-23,32,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,2
+C0870,65,Retired,90578,Divorced,0,440,32582,4889,4,413475,Travel,1,11018,3,8,8,6,Email,Monthly,2025-02-03,40,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,2
+C0871,35,Salaried,86129,Single,0,416,124420,5439,3,65429,Retirement,30,3609142,4,7,6,5,App,Monthly,2024-09-05,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0872,33,Salaried,241460,Divorced,1,457,796267,11083,2,241388,Home Purchase,2,1503853,8,8,3,8,Phone,Ad-hoc,2024-11-20,55,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0873,19,Student,11403,Married,1,327,21729,1311,3,3424,Education,3,139926,6,5,5,5,Chat,Biannual,2025-06-17,24,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0874,30,Salaried,174442,Single,0,448,558414,7755,2,96847,Debt Reduction,2,265087,7,7,3,7,App,Quarterly,2025-11-05,46,debt payoff strategies;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0875,56,Salaried,79218,Married,1,455,69017,6427,5,188574,Retirement,4,1303783,2,7,8,5,Email,Annual,2025-03-12,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0876,38,Salaried,209290,Married,1,472,632503,14429,5,195405,Home Purchase,3,829287,6,8,5,7,Chat,Annual,2025-12-22,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C0877,85,Retired,41122,Married,1,400,48658,4686,4,357060,Healthcare,15,112226,2,7,9,8,Chat,Monthly,2025-08-09,45,budgeting;savings strategies;social security;college funding,treasury bonds;money market;CDs,4
+C0878,59,Self-Employed,193725,Married,2,444,146162,11571,4,1010431,Estate Planning,15,371689,7,10,4,5,In-Person,Annual,2024-11-10,44,tax optimization;estate planning;business succession;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0879,61,Salaried,125964,Married,0,440,90218,5312,5,413803,Retirement,6,1984361,5,10,5,7,Chat,Biannual,2024-07-10,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0880,55,Salaried,149581,Married,0,466,125448,8933,2,420586,Retirement,7,2739609,7,10,3,4,App,Annual,2025-04-06,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0881,80,Retired,60820,Single,0,414,65372,3386,4,451827,Healthcare,20,81625,6,5,6,6,In-Person,Biannual,2025-01-28,30,budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C0882,20,Student,14617,Divorced,1,352,9763,1427,2,766,Home Purchase,2,80870,7,5,4,6,App,Monthly,2024-08-26,29,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0883,33,Unemployed,7,Married,0,323,22,500,3,2855,Emergency Fund,1,4,4,7,7,4,App,Annual,2024-08-09,26,budgeting;savings strategies;emergency fund;insurance review;risk management,index funds;blue-chip stocks;corporate bonds,2
+C0884,72,Retired,89229,Divorced,0,405,74077,4668,4,430998,Estate Planning,3,1852131,3,6,8,4,Phone,Biannual,2025-04-18,26,budgeting;savings strategies;charitable giving;tax-efficient investing,treasury bonds;money market;CDs,3
+C0885,22,Unemployed,841,Single,0,335,1444,500,3,1654,Travel,3,29444,4,4,7,8,App,Quarterly,2025-10-28,48,budgeting;savings strategies;college funding;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C0886,32,Salaried,58381,Married,2,415,118983,6396,2,38419,Retirement,36,2545467,7,6,4,5,Email,Quarterly,2025-03-14,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C0887,28,Salaried,152441,Married,0,432,266550,10332,2,65018,Home Purchase,2,820549,8,10,2,8,App,Annual,2025-10-20,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0888,62,Salaried,60373,Married,0,442,20575,5621,3,337385,Healthcare,7,167975,6,8,4,7,App,Annual,2025-10-14,50,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C0889,75,Retired,87921,Married,2,390,104148,6531,4,786902,Healthcare,20,86606,4,8,6,6,Email,Quarterly,2025-04-15,35,tax optimization;estate planning;long-term care;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0890,64,Self-Employed,301439,Married,0,480,457832,21192,3,1514986,Wealth Accumulation,7,416443,7,9,4,5,Phone,Monthly,2025-05-03,31,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0891,23,Self-Employed,77106,Single,2,404,113015,6895,1,16887,Emergency Fund,1,63240,9,7,3,6,App,Biannual,2024-07-17,38,budgeting;savings strategies;long-term care;risk management,growth stocks;sector ETFs;crypto assets,3
+C0892,43,Salaried,68702,Married,3,429,107247,7227,1,139521,Home Purchase,3,414286,8,8,2,4,App,Quarterly,2025-06-13,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C0893,53,Self-Employed,87556,Divorced,0,455,54673,4874,3,242094,Healthcare,5,88941,6,8,5,7,App,Quarterly,2025-11-22,49,tax optimization;estate planning;college funding;tax-efficient investing;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0894,23,Student,8262,Married,0,377,6918,688,2,938,Education,4,131389,7,4,4,7,App,Quarterly,2024-07-28,38,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,4
+C0895,80,Retired,76044,Single,0,423,73633,3378,5,538898,Healthcare,3,230595,4,8,8,7,Phone,Monthly,2025-03-01,38,tax optimization;estate planning;social security;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0896,18,Student,6315,Single,1,354,11674,604,2,1123,Education,3,134728,5,5,5,6,App,Monthly,2024-12-25,35,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0897,76,Retired,94751,Single,0,430,63144,6558,4,596337,Emergency Fund,1,48478,3,9,7,7,Phone,Quarterly,2025-03-11,38,tax optimization;estate planning;college funding;retirement income;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C0898,28,Salaried,213065,Married,1,448,304852,15740,3,108192,Debt Reduction,2,269235,7,9,4,6,App,Annual,2024-11-09,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0899,23,Self-Employed,85459,Single,0,409,104631,4248,1,20031,Travel,1,14879,9,5,2,6,In-Person,Quarterly,2024-07-04,34,budgeting;savings strategies;social security;investment allocation;business succession,growth stocks;sector ETFs;crypto assets,3
+C0900,61,Self-Employed,273400,Married,1,474,391506,18316,4,1452535,Retirement,3,3020783,6,10,4,3,Phone,Ad-hoc,2025-08-04,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,1
+C0901,47,Self-Employed,244056,Married,0,455,350687,19398,1,505638,Education,4,141599,9,7,2,6,App,Annual,2025-11-19,36,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0902,23,Salaried,58753,Single,0,424,36537,4277,1,17177,Education,10,116343,8,8,3,6,In-Person,Monthly,2025-02-04,46,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C0903,80,Retired,40178,Single,2,391,31276,3280,3,274312,Retirement,1,509865,6,9,5,3,In-Person,Quarterly,2025-04-13,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0904,77,Retired,52744,Divorced,0,413,17269,3392,4,401319,Estate Planning,15,477390,3,8,8,7,In-Person,Quarterly,2025-01-23,51,tax optimization;estate planning;business succession;investment allocation;long-term care,treasury bonds;money market;CDs;tax-efficient funds,4
+C0905,80,Retired,55998,Single,2,363,92540,4668,4,581523,Estate Planning,5,1568965,3,8,7,5,In-Person,Biannual,2025-02-12,38,tax optimization;estate planning;risk management;tax-efficient investing;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C0906,56,Self-Employed,188160,Single,0,452,161856,11338,4,905517,Retirement,13,4775140,5,9,5,4,Phone,Annual,2025-10-04,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0907,37,Salaried,144277,Married,2,474,233123,10372,4,172246,Education,3,129039,4,9,6,5,In-Person,Quarterly,2025-10-22,39,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C0908,34,Self-Employed,80913,Single,0,458,123438,3304,1,79526,Retirement,28,3451189,9,8,1,5,Email,Biannual,2025-12-22,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C0909,43,Self-Employed,286077,Widowed,1,485,408243,20273,2,506624,Retirement,27,9399005,8,10,3,7,App,Quarterly,2025-09-04,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0910,68,Retired,38594,Married,1,405,51313,3947,3,225335,Retirement,1,426859,4,8,7,3,Phone,Annual,2025-09-29,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0911,60,Salaried,115584,Divorced,0,464,146503,7415,6,540464,Retirement,2,1616907,2,7,9,6,In-Person,Monthly,2025-02-22,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,4
+C0912,18,Student,4271,Married,0,368,4010,500,2,198,Education,2,114276,5,5,6,7,App,Quarterly,2025-07-26,39,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C0913,62,Self-Employed,154391,Married,0,483,207158,11331,4,736795,Retirement,8,2937461,7,10,4,6,Phone,Monthly,2024-10-29,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0914,50,Salaried,79315,Single,0,490,57420,4476,3,153987,Healthcare,3,130565,5,6,6,4,Email,Annual,2025-11-11,22,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,2
+C0915,50,Salaried,210602,Married,2,469,105797,14286,5,374755,Retirement,18,5293102,3,10,7,7,Phone,Biannual,2025-02-07,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C0916,74,Retired,90914,Married,0,397,61146,6090,3,711074,Retirement,1,1115583,3,6,8,6,Phone,Quarterly,2024-09-19,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0917,37,Salaried,72007,Single,0,458,172724,2279,4,95751,Wealth Accumulation,15,90499,5,5,6,5,App,Biannual,2025-08-28,26,investment strategies;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C0918,67,Retired,81694,Married,1,426,32592,5071,4,469378,Healthcare,7,52208,3,6,8,3,Email,Biannual,2025-07-12,25,budgeting;savings strategies;business succession,treasury bonds;money market;CDs,3
+C0919,33,Salaried,130407,Single,0,460,254943,8134,6,123785,Retirement,32,5123123,5,9,6,6,Phone,Biannual,2025-10-11,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0920,24,Student,9955,Married,0,381,13185,904,2,2364,Travel,1,26151,7,7,4,6,Email,Biannual,2024-08-20,33,budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C0921,62,Retired,69362,Married,1,463,60877,6357,4,270985,Healthcare,7,123880,3,9,8,3,Email,Annual,2025-09-08,24,tax optimization;estate planning;risk management;retirement income,treasury bonds;money market;CDs;tax-efficient funds,1
+C0922,24,Student,4097,Married,0,329,4097,500,1,472,Travel,1,13612,7,7,3,7,Chat,Biannual,2024-11-29,48,budgeting;savings strategies;social security;emergency fund;medicare,growth stocks;sector ETFs;crypto assets,3
+C0923,70,Retired,25041,Married,0,401,9864,2723,5,176394,Healthcare,3,78553,1,6,10,4,In-Person,Quarterly,2025-08-18,28,budgeting;savings strategies;estate planning;medicare,treasury bonds;money market;CDs,3
+C0924,22,Student,9906,Divorced,1,383,15406,890,3,2567,Debt Reduction,1,15915,5,5,7,7,Email,Monthly,2024-10-16,47,debt payoff strategies;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0925,67,Retired,28982,Single,0,402,42581,2810,3,146358,Healthcare,20,176779,4,5,7,6,Email,Annual,2025-02-05,35,budgeting;savings strategies;long-term care;social security;medicare,index funds;blue-chip stocks;corporate bonds,3
+C0926,25,Salaried,38716,Single,0,422,50052,2565,3,11458,Emergency Fund,1,23332,6,8,4,7,In-Person,Quarterly,2024-08-10,50,tax optimization;estate planning;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0927,60,Salaried,190205,Married,1,495,249348,11919,3,806559,Estate Planning,20,513871,8,8,4,4,In-Person,Biannual,2025-05-29,34,tax optimization;estate planning;emergency fund;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0928,42,Salaried,220019,Married,3,482,815596,22582,2,318306,Retirement,18,5227862,9,8,2,5,App,Quarterly,2025-03-28,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0929,28,Salaried,55230,Married,0,418,79379,5114,2,33683,Retirement,37,2992376,8,7,3,6,Email,Monthly,2025-04-14,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C0930,51,Salaried,91096,Married,2,477,32657,8694,3,160818,Retirement,11,1623021,3,9,7,5,In-Person,Biannual,2024-07-15,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C0931,28,Self-Employed,151796,Married,0,451,126425,9645,1,104954,Debt Reduction,1,143416,10,7,1,7,Chat,Annual,2025-04-07,37,debt payoff strategies;budgeting;savings strategies;insurance review;credit score,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0932,60,Salaried,246965,Married,0,491,70536,16529,3,884009,Retirement,5,3248684,8,7,4,5,Phone,Biannual,2025-01-17,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0933,65,Salaried,89840,Married,0,418,90279,7216,4,377434,Healthcare,10,93624,4,6,7,6,Phone,Biannual,2025-09-20,38,budgeting;savings strategies;social security;credit score,index funds;blue-chip stocks;corporate bonds,4
+C0934,24,Student,5564,Single,0,329,12017,500,2,4952,Education,1,134724,7,4,4,7,App,Biannual,2025-04-06,36,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0935,37,Salaried,78187,Married,2,434,242722,6357,2,114201,Wealth Accumulation,5,124816,7,7,4,5,In-Person,Monthly,2025-06-20,27,investment strategies;budgeting;savings strategies;investment allocation;estate planning,growth stocks;sector ETFs;crypto assets,3
+C0936,57,Salaried,228233,Married,1,506,171583,21074,4,545303,Retirement,6,3392770,6,10,5,8,Email,Annual,2025-08-22,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C0937,57,Unemployed,4166,Married,2,354,5729,500,3,2136,Healthcare,10,114553,2,6,10,5,Email,Biannual,2025-10-15,34,budgeting;savings strategies;insurance review;charitable giving;tax strategies,treasury bonds;money market;CDs,3
+C0938,48,Unemployed,1760,Divorced,1,391,6588,500,4,1480,Retirement,22,52686,3,6,8,6,App,Monthly,2024-07-24,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0939,40,Salaried,144583,Married,2,439,596984,11228,4,213182,Home Purchase,7,806556,5,9,5,5,In-Person,Monthly,2025-05-18,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0940,20,Student,5227,Divorced,0,375,7554,500,2,3335,Emergency Fund,2,2486,6,5,5,7,Chat,Quarterly,2025-08-29,44,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C0941,18,Student,10988,Married,0,323,18528,1061,2,399,Travel,1,23977,7,4,4,8,Email,Quarterly,2025-07-16,36,budgeting;savings strategies;college funding;tax-efficient investing;estate planning,growth stocks;sector ETFs;crypto assets,4
+C0942,46,Salaried,100681,Married,0,482,247799,5021,4,154067,Retirement,15,2692476,7,8,4,5,Email,Quarterly,2025-09-27,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0943,29,Salaried,132085,Divorced,2,422,176522,7238,3,91866,Wealth Accumulation,20,154999,7,7,3,7,In-Person,Quarterly,2025-11-23,52,investment strategies;budgeting;savings strategies;social security;risk management,growth stocks;sector ETFs;crypto assets,3
+C0944,23,Student,8001,Single,0,327,18903,675,2,3859,Education,2,172080,6,4,5,6,App,Monthly,2024-09-24,30,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0945,63,Salaried,188895,Married,0,454,241906,13162,4,712660,Retirement,1,1947693,5,7,6,5,Phone,Ad-hoc,2025-06-10,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C0946,48,Salaried,242811,Married,1,481,627657,13395,2,425037,Retirement,22,7340034,7,7,3,5,App,Quarterly,2025-11-29,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C0947,54,Self-Employed,176523,Single,0,471,236798,10120,3,668567,Wealth Accumulation,10,164374,8,8,3,3,In-Person,Ad-hoc,2025-07-31,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0948,47,Self-Employed,209189,Married,1,494,313915,11508,1,458247,Retirement,13,4456357,9,10,1,6,Phone,Biannual,2025-09-09,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0949,56,Salaried,165400,Married,2,453,100159,11540,4,636714,Wealth Accumulation,3,136588,6,8,5,7,Email,Quarterly,2024-12-21,53,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0950,56,Salaried,260317,Divorced,0,488,133536,17927,2,846623,Retirement,9,4973951,8,10,2,6,Email,Annual,2025-09-05,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0951,23,Student,15288,Married,0,338,28889,1744,2,795,Debt Reduction,1,16245,7,6,5,8,App,Quarterly,2024-10-25,44,debt payoff strategies;budgeting;savings strategies;business succession;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0952,34,Unemployed,4685,Married,0,364,6326,532,4,832,Home Purchase,5,29730,4,7,8,5,Email,Quarterly,2025-07-17,35,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C0953,26,Salaried,77050,Married,2,408,70230,5425,3,29105,Debt Reduction,1,45330,8,6,4,8,App,Monthly,2025-09-28,47,debt payoff strategies;budgeting;savings strategies;long-term care;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C0954,55,Unemployed,2619,Married,1,355,3209,500,2,843,Retirement,14,52755,5,7,7,7,Phone,Biannual,2025-04-03,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0955,48,Salaried,235469,Widowed,0,467,908113,12185,2,586433,Retirement,13,5208899,8,10,3,5,Email,Annual,2024-11-09,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0956,63,Salaried,213047,Married,2,457,201843,12243,2,804340,Retirement,7,3814989,7,10,3,6,App,Biannual,2025-11-20,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0957,23,Salaried,129740,Single,0,409,111640,5785,3,23014,Education,7,161798,7,6,4,6,App,Ad-hoc,2024-07-27,40,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0958,61,Retired,45100,Married,1,425,31442,3929,4,176796,Healthcare,5,70857,3,9,9,3,Phone,Quarterly,2025-12-03,26,tax optimization;estate planning;business succession;risk management,treasury bonds;money market;CDs;tax-efficient funds,2
+C0959,49,Self-Employed,294828,Divorced,1,483,760020,17900,1,789085,Education,1,150300,10,9,1,5,In-Person,Quarterly,2024-07-27,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0960,52,Self-Employed,291165,Divorced,0,491,67757,13825,4,954817,Wealth Accumulation,10,386953,8,9,4,6,Phone,Ad-hoc,2025-04-26,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C0961,36,Self-Employed,163339,Married,3,435,526842,17365,3,172503,Retirement,32,6190260,7,7,4,6,App,Monthly,2025-08-31,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C0962,20,Student,6509,Divorced,2,333,5822,626,2,2202,Emergency Fund,2,5687,5,6,6,6,App,Monthly,2025-11-23,37,budgeting;savings strategies;tax strategies;risk management;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C0963,58,Self-Employed,195611,Married,0,468,114475,11729,3,670871,Wealth Accumulation,7,212918,8,9,3,8,Phone,Monthly,2024-09-07,57,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C0964,70,Retired,87648,Married,1,406,51637,5814,3,527250,Healthcare,5,150825,5,6,6,6,Phone,Monthly,2024-07-12,43,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,4
+C0965,25,Salaried,81333,Divorced,0,436,100876,4778,2,20768,Retirement,39,4419387,7,5,4,7,Email,Monthly,2025-08-28,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0966,62,Salaried,111802,Divorced,0,432,136559,7194,6,525887,Retirement,5,1411607,3,9,8,7,Phone,Quarterly,2025-09-03,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C0967,75,Retired,59795,Divorced,0,420,36429,3786,3,514309,Retirement,1,742202,5,7,6,4,Phone,Annual,2024-12-08,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C0968,42,Self-Employed,150737,Married,3,487,245333,14478,1,359399,Education,3,149894,10,9,1,5,Email,Biannual,2024-07-06,37,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C0969,64,Unemployed,4135,Married,0,331,4958,500,4,4672,Retirement,1,44201,1,7,10,4,Email,Annual,2025-12-18,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0970,68,Retired,69195,Married,1,411,47220,5071,5,333002,Emergency Fund,1,41728,4,9,7,4,Phone,Biannual,2025-08-28,36,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0971,23,Unemployed,1974,Married,0,333,2328,500,2,2992,Education,3,121010,4,4,6,6,App,Ad-hoc,2025-03-07,35,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C0972,76,Retired,37214,Married,1,367,28355,3784,4,292637,Healthcare,5,141679,3,7,8,5,Phone,Monthly,2025-06-21,33,budgeting;savings strategies;risk management;charitable giving;college funding,treasury bonds;money market;CDs,3
+C0973,61,Retired,102043,Single,0,439,41427,5888,5,451689,Retirement,6,1372608,5,10,6,5,Phone,Monthly,2025-10-02,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0974,40,Salaried,130564,Single,1,480,316047,7283,6,168785,Retirement,25,4781364,6,8,6,4,Email,Quarterly,2024-10-19,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C0975,53,Salaried,99831,Married,1,488,45277,7549,4,291211,Wealth Accumulation,7,97148,4,9,6,5,In-Person,Quarterly,2025-01-22,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0976,46,Unemployed,1049,Single,0,347,3884,500,4,2569,Retirement,14,26219,3,5,7,4,In-Person,Biannual,2025-11-20,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C0977,82,Retired,54165,Married,2,358,33115,6121,3,584468,Retirement,1,668407,6,9,5,7,In-Person,Monthly,2025-07-12,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C0978,33,Self-Employed,172059,Divorced,1,466,459116,10062,3,123810,Home Purchase,5,1012469,8,9,3,8,Chat,Biannual,2024-12-21,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C0979,59,Salaried,205656,Married,0,466,161573,11227,6,796649,Estate Planning,10,443640,5,10,6,4,In-Person,Biannual,2025-04-23,40,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0980,27,Self-Employed,117607,Single,0,432,207695,4781,2,47294,Debt Reduction,1,76394,7,9,4,8,Phone,Monthly,2025-11-24,62,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0981,21,Student,4806,Single,0,380,5083,500,2,3057,Home Purchase,1,26754,7,6,4,6,Chat,Biannual,2025-11-10,36,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C0982,52,Salaried,63915,Married,0,454,66175,4325,3,161570,Wealth Accumulation,5,44702,4,7,7,6,In-Person,Quarterly,2025-05-04,41,investment strategies;budgeting;savings strategies;risk management;social security,index funds;blue-chip stocks;corporate bonds,3
+C0983,47,Salaried,235832,Single,0,478,739015,8478,3,537089,Retirement,15,5509726,9,10,3,7,App,Quarterly,2025-10-08,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C0984,34,Salaried,192649,Married,2,453,553584,14139,3,209070,Debt Reduction,1,326315,6,10,5,7,Email,Quarterly,2024-07-29,51,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0985,34,Unemployed,4466,Single,0,361,17538,500,3,724,Emergency Fund,1,2248,2,5,8,7,Email,Monthly,2025-06-22,33,budgeting;savings strategies;long-term care,treasury bonds;money market;CDs,3
+C0986,56,Salaried,128132,Single,2,457,92527,7963,7,380989,Retirement,4,1573022,5,7,7,4,Phone,Annual,2024-08-31,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C0987,27,Self-Employed,144958,Widowed,1,430,146503,8375,2,84618,Emergency Fund,1,42832,9,7,3,7,App,Quarterly,2025-06-01,51,budgeting;savings strategies;charitable giving;long-term care;social security,growth stocks;sector ETFs;crypto assets,4
+C0988,27,Salaried,85546,Married,1,447,152746,5483,3,39451,Wealth Accumulation,7,118996,7,8,4,7,App,Quarterly,2024-08-17,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C0989,46,Self-Employed,174166,Single,0,501,641075,9901,2,428716,Retirement,14,4153427,9,8,2,7,Chat,Monthly,2025-05-14,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C0990,25,Student,18006,Single,0,343,33242,1570,2,3356,Debt Reduction,1,31767,7,5,4,7,App,Monthly,2025-01-06,46,debt payoff strategies;budgeting;savings strategies;long-term care;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C0991,25,Student,16804,Single,2,389,26677,1696,1,1535,Retirement,42,723428,8,6,3,6,Phone,Quarterly,2025-09-25,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C0992,48,Salaried,85235,Married,0,457,97951,4425,2,209211,Wealth Accumulation,15,130295,6,10,5,5,Phone,Ad-hoc,2025-07-25,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0993,34,Salaried,142478,Married,0,446,283687,6899,8,129790,Debt Reduction,2,143118,4,9,8,5,App,Biannual,2025-06-17,34,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C0994,38,Salaried,136767,Single,0,460,360432,4356,3,138332,Business Investment,20,279817,8,7,4,6,App,Monthly,2025-08-14,31,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C0995,37,Salaried,58297,Divorced,0,447,125120,5201,3,82431,Wealth Accumulation,7,80892,5,8,6,4,Email,Ad-hoc,2025-11-24,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C0996,58,Salaried,223130,Divorced,0,463,262212,7476,4,601938,Retirement,10,4440587,6,9,4,3,Phone,Biannual,2024-07-25,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C0997,71,Retired,24792,Married,1,406,9971,2874,5,144325,Retirement,1,256950,1,7,10,5,Phone,Biannual,2025-10-05,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C0998,77,Retired,89168,Divorced,1,401,82847,3859,2,597385,Estate Planning,7,1611679,6,8,4,5,App,Quarterly,2024-12-08,32,tax optimization;estate planning;retirement income;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C0999,61,Salaried,138083,Married,0,489,200396,8083,5,499446,Retirement,7,2023221,2,7,8,4,In-Person,Biannual,2025-03-04,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,3
+C1000,52,Salaried,216977,Married,1,485,316342,19727,9,665461,Retirement,17,5073060,3,10,9,6,Email,Biannual,2025-06-11,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C1001,41,Salaried,109227,Married,1,466,334019,6152,5,214959,Wealth Accumulation,7,106887,4,9,7,8,Phone,Quarterly,2025-10-19,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1002,61,Self-Employed,133825,Divorced,1,481,102990,6630,7,861042,Wealth Accumulation,10,151337,5,10,7,6,In-Person,Quarterly,2024-07-23,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1003,25,Salaried,48995,Married,1,402,85458,4182,3,18480,Home Purchase,2,188096,8,8,4,5,App,Monthly,2024-08-27,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1004,28,Salaried,91895,Married,2,415,123784,7755,2,54249,Emergency Fund,2,66679,7,8,4,6,Email,Quarterly,2025-02-17,36,tax optimization;estate planning;medicare;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1005,32,Salaried,251875,Married,1,478,576083,16513,1,182952,Emergency Fund,1,208265,9,10,1,6,Email,Quarterly,2025-03-02,43,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1006,22,Unemployed,3541,Married,0,347,5278,500,3,3546,Education,4,108674,5,5,7,7,Chat,Quarterly,2025-03-15,33,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1007,71,Retired,78853,Divorced,0,412,73323,5330,3,603856,Retirement,1,754455,5,8,6,7,Phone,Biannual,2025-06-11,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C1008,23,Salaried,91785,Divorced,2,408,92845,6067,2,17790,Travel,2,9771,7,5,4,6,In-Person,Quarterly,2025-03-08,31,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,4
+C1009,42,Salaried,211846,Single,2,501,620423,14361,3,280532,Education,4,125940,8,9,3,5,Email,Quarterly,2024-09-22,39,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1010,54,Salaried,181822,Divorced,0,500,227498,6281,7,629494,Healthcare,5,240522,3,9,7,6,Email,Biannual,2025-10-28,36,tax optimization;estate planning;retirement income;charitable giving;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C1011,73,Retired,75431,Married,0,435,78962,3659,3,360898,Estate Planning,7,1902121,3,8,7,6,Phone,Quarterly,2024-07-13,47,tax optimization;estate planning;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C1012,25,Salaried,116849,Married,1,432,187044,9060,3,43348,Debt Reduction,2,162337,8,9,3,8,App,Monthly,2025-04-21,58,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C1013,76,Retired,71922,Married,0,417,34230,5586,6,598231,Estate Planning,7,1102140,4,6,8,5,In-Person,Annual,2024-08-19,38,budgeting;savings strategies;insurance review;medicare;social security,index funds;blue-chip stocks;corporate bonds,3
+C1014,20,Student,3315,Married,1,320,7087,500,4,4945,Travel,2,13792,5,5,7,6,App,Monthly,2025-02-17,38,budgeting;savings strategies;business succession;insurance review;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C1015,76,Retired,71940,Married,1,410,37238,4396,5,376697,Estate Planning,7,1474113,1,8,10,3,Phone,Biannual,2025-06-14,28,tax optimization;estate planning;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C1016,43,Unemployed,2487,Divorced,0,394,7260,500,3,3100,Home Purchase,10,12695,4,5,7,5,Phone,Quarterly,2025-10-27,32,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1017,82,Retired,28959,Married,0,353,7271,2759,5,293307,Healthcare,7,214546,1,4,10,8,Chat,Monthly,2024-08-05,43,budgeting;savings strategies;long-term care;insurance review;medicare,treasury bonds;money market;CDs,4
+C1018,51,Unemployed,4263,Married,1,373,2128,500,4,2277,Retirement,9,83597,4,7,7,7,Email,Quarterly,2025-05-14,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1019,50,Salaried,210043,Widowed,1,498,211313,11383,7,303878,Retirement,17,6301769,5,10,7,4,In-Person,Biannual,2024-12-20,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1020,83,Retired,20014,Married,0,336,24772,1973,4,150837,Travel,1,15320,3,8,9,5,Phone,Biannual,2024-10-29,41,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,2
+C1021,53,Self-Employed,249165,Married,1,492,153065,15628,2,580003,Retirement,11,5638671,8,10,3,4,Email,Annual,2025-08-10,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1022,24,Self-Employed,76200,Single,0,422,89867,3032,3,32439,Travel,1,5612,8,4,4,7,App,Biannual,2024-10-06,43,budgeting;savings strategies;charitable giving;long-term care;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C1023,28,Unemployed,3099,Married,2,325,5326,500,3,703,Home Purchase,1,12494,6,7,5,8,Phone,Quarterly,2024-10-25,57,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1024,32,Salaried,205648,Married,1,455,275801,13994,3,182507,Home Purchase,5,1069657,8,8,4,6,Email,Quarterly,2024-10-19,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1025,51,Salaried,192842,Married,0,475,283265,12052,5,373459,Healthcare,3,285642,4,9,7,8,Email,Monthly,2025-02-23,50,tax optimization;estate planning;risk management;emergency fund;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1026,46,Salaried,259068,Single,0,497,321279,17435,2,387788,Retirement,22,8630274,9,8,2,4,App,Biannual,2024-10-08,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1027,50,Self-Employed,283739,Married,2,499,340152,21899,4,828726,Retirement,11,4827242,7,10,4,7,Email,Annual,2025-10-26,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1028,70,Retired,43820,Married,2,383,21192,5114,5,219924,Emergency Fund,1,11731,3,7,9,7,App,Quarterly,2025-04-30,36,budgeting;savings strategies;estate planning;charitable giving,treasury bonds;money market;CDs,3
+C1029,64,Salaried,205950,Married,2,447,130014,19478,6,1259768,Retirement,1,2606567,5,9,7,7,In-Person,Quarterly,2025-01-04,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1030,50,Unemployed,850,Married,2,369,1213,500,5,3178,Estate Planning,10,1642395,1,8,10,3,In-Person,Quarterly,2025-07-24,29,tax optimization;estate planning;investment allocation;medicare;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C1031,25,Student,6644,Married,2,337,13177,721,1,4812,Debt Reduction,2,8082,7,5,3,5,App,Quarterly,2024-11-09,25,debt payoff strategies;budgeting;savings strategies;emergency fund;tax strategies,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1032,21,Student,8528,Divorced,1,360,9451,832,2,4777,Education,5,146950,6,6,5,6,App,Biannual,2025-11-02,39,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1033,45,Salaried,195841,Married,0,457,257325,14737,2,421481,Retirement,20,5696934,8,10,2,7,App,Annual,2025-10-17,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1034,30,Salaried,41209,Divorced,1,402,102882,3376,2,25413,Retirement,38,2257090,8,8,3,7,App,Quarterly,2025-02-12,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1035,80,Retired,51726,Single,0,364,70416,2883,6,461051,Estate Planning,20,1661700,2,6,9,7,Email,Quarterly,2025-02-17,47,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C1036,79,Retired,47963,Single,0,388,34559,3077,4,461218,Retirement,1,459994,2,9,9,6,Phone,Biannual,2024-12-03,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1037,51,Salaried,211564,Married,2,475,267313,13210,7,387466,Retirement,19,5961613,4,9,7,7,In-Person,Monthly,2025-12-05,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1038,68,Retired,21037,Single,0,409,16048,1554,4,149877,Travel,3,18266,4,5,7,5,App,Quarterly,2025-07-03,30,budgeting;savings strategies;credit score;insurance review;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C1039,65,Retired,125686,Single,0,429,93444,3980,6,465332,Estate Planning,20,989973,5,7,6,7,Email,Monthly,2025-01-20,45,budgeting;savings strategies;college funding;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C1040,38,Salaried,61623,Married,2,474,123758,5817,2,75203,Home Purchase,3,250451,6,5,5,8,Email,Quarterly,2024-12-15,39,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1041,24,Salaried,64306,Married,0,396,76651,5126,1,13535,Travel,3,18119,9,8,3,5,App,Biannual,2025-02-24,39,tax optimization;estate planning;charitable giving;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1042,22,Salaried,34960,Single,0,375,48529,2611,4,5030,Education,1,148729,6,6,6,6,Phone,Quarterly,2024-10-05,39,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1043,61,Salaried,126142,Married,0,436,32538,8918,2,407326,Wealth Accumulation,7,53003,7,8,3,3,App,Annual,2024-11-26,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1044,84,Retired,52484,Married,1,367,26622,5803,4,396433,Retirement,1,519298,5,8,7,5,App,Quarterly,2025-04-15,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1045,60,Retired,61381,Single,0,445,21555,3498,5,279525,Retirement,2,676384,2,10,10,3,Email,Biannual,2024-07-22,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1046,29,Salaried,123373,Married,1,462,258377,8900,3,71756,Debt Reduction,1,126427,7,9,3,6,App,Quarterly,2025-05-13,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1047,28,Salaried,213035,Single,0,433,279196,10559,1,82086,Debt Reduction,1,112487,9,8,1,5,App,Quarterly,2025-07-06,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1048,24,Student,12259,Single,0,355,23294,1125,2,4853,Education,3,160541,7,5,4,7,Email,Monthly,2025-10-02,39,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1049,21,Student,10082,Single,2,377,13544,1033,2,3104,Debt Reduction,1,18826,6,5,6,8,App,Biannual,2025-06-25,47,debt payoff strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1050,24,Student,8279,Single,0,360,15107,670,2,3227,Travel,1,7645,7,6,3,8,App,Monthly,2025-11-06,48,budgeting;savings strategies;credit score;college funding;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C1051,36,Salaried,243104,Single,0,473,527328,11682,2,232848,Retirement,28,10257608,9,10,2,6,Chat,Monthly,2025-03-09,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1052,59,Unemployed,2434,Divorced,1,373,3282,500,5,4653,Healthcare,15,235954,2,6,10,5,Email,Biannual,2025-06-20,29,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C1053,47,Salaried,107267,Single,0,484,300162,6464,3,304832,Education,4,172628,7,10,4,6,Email,Annual,2025-10-08,45,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1054,19,Student,7469,Married,0,331,5866,813,2,4783,Education,5,153025,7,5,5,6,In-Person,Quarterly,2024-07-30,36,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1055,31,Salaried,170053,Single,0,460,386782,10596,3,120940,Home Purchase,10,710093,7,9,3,5,Phone,Annual,2025-05-22,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1056,61,Self-Employed,63917,Married,2,412,45533,6201,2,413831,Retirement,6,1221763,5,5,5,5,Email,Ad-hoc,2024-08-10,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1057,45,Self-Employed,221635,Married,0,489,665029,13060,3,495605,Home Purchase,1,1348682,7,10,5,4,Email,Biannual,2024-12-04,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1058,48,Self-Employed,40548,Married,1,453,70189,3957,2,95988,Home Purchase,3,255442,7,8,4,5,Email,Biannual,2025-02-26,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1059,61,Retired,134836,Single,0,471,195711,6388,6,707665,Retirement,1,1521304,3,10,7,8,Phone,Monthly,2024-07-27,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C1060,26,Salaried,68820,Widowed,0,432,45056,5203,2,29334,Home Purchase,5,407972,7,6,3,6,Phone,Annual,2024-09-16,40,mortgage options;down payment;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1061,22,Salaried,106585,Divorced,0,452,159390,5406,2,23785,Travel,1,12151,8,7,3,6,Email,Monthly,2025-10-02,43,budgeting;savings strategies;tax-efficient investing;credit score;insurance review,growth stocks;sector ETFs;crypto assets,3
+C1062,18,Student,5366,Widowed,1,342,8701,500,2,3711,Education,3,162293,7,4,5,6,In-Person,Biannual,2025-04-01,32,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1063,25,Student,19841,Married,1,388,28423,2293,3,1116,Home Purchase,7,106704,6,6,6,8,Email,Ad-hoc,2024-12-07,47,mortgage options;down payment;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1064,20,Student,4582,Divorced,1,320,6469,500,3,1182,Emergency Fund,1,2916,5,5,6,6,Phone,Quarterly,2025-08-19,33,budgeting;savings strategies;charitable giving;social security,index funds;blue-chip stocks;corporate bonds,4
+C1065,78,Retired,33350,Married,2,370,57888,3250,6,281617,Estate Planning,20,1157097,1,9,10,3,Email,Biannual,2025-09-27,22,tax optimization;estate planning;emergency fund;retirement income;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C1066,63,Retired,87021,Married,2,408,48964,5766,3,502409,Retirement,1,1013943,6,7,5,6,Email,Quarterly,2024-08-27,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1067,65,Salaried,177053,Married,1,435,82545,12631,5,964100,Retirement,4,2157125,6,8,6,6,Email,Ad-hoc,2024-12-27,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1068,62,Self-Employed,219753,Single,0,486,230076,10225,5,876892,Healthcare,5,120320,6,10,5,7,Phone,Quarterly,2025-02-05,48,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1069,37,Salaried,216583,Married,3,465,715433,23303,3,263168,Business Investment,10,12351,8,8,3,7,App,Quarterly,2024-10-02,51,tax optimization;estate planning;risk management;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1070,45,Unemployed,2235,Married,1,392,7736,500,3,4842,Retirement,15,57326,3,7,8,6,App,Monthly,2025-01-07,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C1071,28,Salaried,59615,Divorced,1,428,60705,5541,1,33285,Retirement,34,2178581,9,7,2,7,App,Monthly,2024-11-01,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C1072,56,Self-Employed,108658,Single,2,489,102480,6133,8,409856,Wealth Accumulation,7,165391,3,10,8,7,Phone,Biannual,2024-10-16,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C1073,60,Self-Employed,190510,Married,0,439,165090,13120,5,884827,Retirement,1,2060413,5,8,7,4,Phone,Annual,2025-04-07,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1074,79,Retired,72128,Divorced,1,390,44294,4643,5,455252,Healthcare,5,202594,2,8,9,3,Chat,Quarterly,2025-02-07,25,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,2
+C1075,70,Retired,102008,Married,0,396,47754,7760,6,685945,Healthcare,10,217269,5,8,7,5,Phone,Annual,2024-09-13,42,tax optimization;estate planning;social security;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1076,25,Salaried,43236,Widowed,0,401,70244,2532,2,18512,Home Purchase,1,277217,6,8,5,7,Chat,Quarterly,2025-11-19,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1077,48,Self-Employed,83454,Single,0,466,275677,3876,1,233495,Retirement,16,2036766,7,8,3,5,In-Person,Quarterly,2025-08-18,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1078,32,Salaried,170118,Married,0,458,473535,14282,2,94369,Home Purchase,3,1024201,7,10,4,8,App,Monthly,2025-11-29,63,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1079,27,Salaried,83176,Married,1,449,144516,6987,2,43667,Wealth Accumulation,7,136564,7,6,3,8,App,Quarterly,2025-11-08,47,investment strategies;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets,4
+C1080,52,Salaried,158173,Single,0,513,123166,6067,3,305244,Retirement,18,4494291,7,9,3,7,In-Person,Quarterly,2025-06-24,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1081,50,Salaried,49733,Married,1,471,32653,4356,5,127572,Retirement,18,1305848,3,8,8,6,App,Monthly,2024-07-27,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1082,43,Self-Employed,166494,Married,2,478,177606,17471,2,383086,Home Purchase,3,961295,8,10,3,8,In-Person,Monthly,2025-10-18,49,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1083,39,Self-Employed,182253,Married,2,476,332383,15415,1,265593,Home Purchase,7,935683,10,7,1,6,Email,Annual,2024-12-16,34,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1084,48,Salaried,52696,Married,1,492,131555,4165,1,124699,Wealth Accumulation,7,27958,8,9,2,4,Phone,Biannual,2025-02-18,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1085,24,Salaried,55961,Married,0,397,60170,5000,3,15209,Travel,5,28150,6,6,5,7,App,Monthly,2025-07-15,41,budgeting;savings strategies;medicare;risk management;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C1086,43,Unemployed,2806,Widowed,0,360,5364,500,5,1174,Business Investment,5,46410,2,5,9,8,Email,Monthly,2024-12-15,48,budgeting;savings strategies;long-term care,treasury bonds;money market;CDs,4
+C1087,51,Salaried,234553,Divorced,0,486,66758,13464,4,369174,Retirement,13,5005585,6,9,5,8,Email,Monthly,2024-11-19,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C1088,20,Student,16851,Married,1,381,18238,1895,1,4519,Education,4,121348,8,4,3,6,Email,Biannual,2024-07-26,34,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1089,45,Salaried,137088,Married,1,464,465528,10383,4,311989,Business Investment,7,209251,8,8,4,7,Email,Annual,2024-10-01,54,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1090,38,Salaried,154412,Divorced,0,479,241410,9320,3,177287,Retirement,23,4383715,7,7,4,6,Phone,Biannual,2025-01-28,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C1091,32,Salaried,58954,Married,1,445,149439,6068,4,34669,Emergency Fund,1,21551,5,5,6,7,App,Quarterly,2025-08-09,47,budgeting;savings strategies;charitable giving;long-term care;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C1092,80,Retired,45499,Married,2,387,19898,4609,6,309178,Travel,3,16978,2,7,9,6,Email,Annual,2024-08-03,32,budgeting;savings strategies;investment allocation;business succession;credit score,treasury bonds;money market;CDs,2
+C1093,59,Self-Employed,268667,Married,2,446,339876,20758,4,1392783,Retirement,4,3122274,6,9,5,7,Phone,Biannual,2024-11-01,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1094,63,Salaried,233664,Widowed,1,496,369776,14927,3,1213970,Retirement,3,3486771,7,9,4,7,Email,Quarterly,2025-04-17,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1095,35,Salaried,160616,Married,2,431,501964,11719,5,163134,Retirement,29,5551159,5,8,6,5,Email,Biannual,2025-06-14,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1096,61,Salaried,175155,Divorced,1,449,180286,12189,2,744205,Estate Planning,10,776534,8,9,2,5,Chat,Quarterly,2024-10-29,43,tax optimization;estate planning;charitable giving;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1097,37,Salaried,99998,Married,2,463,196898,7680,3,93377,Home Purchase,3,505577,6,6,5,6,In-Person,Quarterly,2025-09-18,40,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1098,67,Retired,41028,Single,0,413,26794,2314,6,269372,Estate Planning,7,1442793,2,8,9,3,In-Person,Quarterly,2024-09-12,21,tax optimization;estate planning;college funding;emergency fund;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C1099,62,Retired,80541,Single,0,446,55498,3463,2,434601,Retirement,2,1130756,6,7,5,8,App,Ad-hoc,2025-02-26,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C1100,62,Self-Employed,240556,Married,1,435,104385,15732,6,1472813,Retirement,1,3129255,4,8,7,8,Chat,Monthly,2025-10-29,59,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C1101,46,Salaried,145847,Married,2,493,306524,13748,3,329867,Education,3,169310,7,8,3,7,Email,Monthly,2024-09-13,40,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1102,22,Student,14832,Single,0,363,27356,1199,2,2897,Education,10,122855,7,5,4,6,Email,Quarterly,2025-06-06,32,education savings;529 plans;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1103,64,Retired,23439,Married,0,431,38319,2687,3,140146,Healthcare,5,237815,3,6,8,5,Phone,Quarterly,2024-11-01,36,budgeting;savings strategies;investment allocation;retirement income;tax-efficient investing,treasury bonds;money market;CDs,3
+C1104,25,Student,23461,Married,0,408,19807,2304,2,2008,Home Purchase,5,90662,7,7,4,6,App,Ad-hoc,2025-05-08,39,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1105,44,Self-Employed,144844,Married,2,481,280409,13378,2,375572,Business Investment,7,169598,7,10,3,5,Email,Monthly,2025-10-30,33,tax optimization;estate planning;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1106,55,Salaried,56755,Divorced,0,473,76053,3799,4,150034,Estate Planning,5,825466,5,6,6,3,In-Person,Monthly,2025-12-02,19,budgeting;savings strategies;college funding;estate planning;business succession,index funds;blue-chip stocks;corporate bonds,2
+C1107,66,Retired,106069,Widowed,0,449,50096,5648,4,414732,Emergency Fund,1,26893,5,9,6,6,Phone,Monthly,2024-11-04,45,tax optimization;estate planning;investment allocation;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1108,18,Student,5326,Married,0,358,7341,554,2,113,Travel,1,19277,5,4,7,8,Chat,Quarterly,2025-08-27,39,budgeting;savings strategies;retirement income;credit score;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C1109,65,Salaried,255582,Widowed,1,455,237713,9847,4,1349882,Retirement,1,3094184,6,9,5,8,App,Monthly,2024-08-10,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1110,75,Retired,64037,Married,0,405,89498,4805,4,561068,Estate Planning,7,624735,2,7,9,4,In-Person,Annual,2025-11-30,24,budgeting;savings strategies;risk management;college funding;charitable giving,treasury bonds;money market;CDs,3
+C1111,34,Salaried,225823,Married,0,449,263455,17472,4,147051,Wealth Accumulation,7,219227,8,9,4,5,Email,Biannual,2024-08-06,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1112,67,Retired,57932,Married,0,412,22672,5101,4,259732,Healthcare,10,139540,4,8,7,5,In-Person,Quarterly,2025-08-25,37,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1113,30,Self-Employed,228162,Single,1,470,653562,14077,2,169433,Home Purchase,5,1375636,9,8,3,5,Phone,Biannual,2024-08-27,28,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1114,50,Salaried,114349,Single,0,508,114639,4392,8,246028,Retirement,17,3570113,3,8,9,3,In-Person,Biannual,2025-10-22,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C1115,52,Salaried,147272,Divorced,1,477,170777,9127,6,289453,Healthcare,7,105614,4,10,6,5,In-Person,Quarterly,2025-04-26,32,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1116,47,Unemployed,1672,Married,0,379,3627,500,4,4764,Business Investment,10,263761,2,7,9,6,Email,Quarterly,2025-07-20,31,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,3
+C1117,71,Retired,99697,Married,0,419,150857,5200,5,433044,Estate Planning,20,1039003,4,9,8,5,Phone,Annual,2025-09-15,34,tax optimization;estate planning;medicare;tax strategies;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1118,23,Student,14332,Single,0,358,15880,1167,3,3014,Travel,2,27923,6,5,6,6,App,Quarterly,2025-06-25,32,budgeting;savings strategies;risk management;tax strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C1119,26,Salaried,77600,Married,0,405,147940,5192,1,32872,Wealth Accumulation,7,70213,9,7,2,7,Phone,Quarterly,2025-01-10,38,investment strategies;budgeting;savings strategies;investment allocation;risk management,growth stocks;sector ETFs;crypto assets,3
+C1120,49,Salaried,71301,Married,0,467,181677,2909,4,169514,Home Purchase,3,438557,4,7,8,7,Phone,Monthly,2025-01-22,46,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1121,85,Retired,58585,Single,0,411,93700,3498,5,539780,Estate Planning,7,569157,4,9,7,3,Email,Annual,2025-05-07,25,tax optimization;estate planning;charitable giving;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1122,18,Student,14210,Married,0,347,21980,1487,2,3303,Emergency Fund,1,9876,5,4,6,8,Chat,Quarterly,2025-03-03,51,budgeting;savings strategies;investment allocation;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C1123,23,Student,12035,Married,0,385,17972,1017,2,2913,Education,7,125871,7,5,5,8,In-Person,Monthly,2025-08-23,46,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1124,61,Retired,27560,Divorced,0,411,28015,2322,4,137454,Retirement,6,401486,1,6,10,4,Phone,Ad-hoc,2024-11-06,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C1125,37,Salaried,157193,Married,3,465,493746,14205,1,224274,Retirement,28,6023829,8,10,2,7,Email,Quarterly,2024-11-15,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1126,23,Student,3931,Married,0,359,3351,500,2,4738,Emergency Fund,1,2580,8,3,4,7,Chat,Monthly,2025-08-02,39,budgeting;savings strategies;business succession;emergency fund;social security,growth stocks;sector ETFs;crypto assets,3
+C1127,34,Salaried,228865,Divorced,2,477,796035,14218,5,237025,Debt Reduction,2,283491,6,10,5,6,App,Monthly,2025-05-18,46,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1128,23,Student,18554,Single,0,352,28402,1465,2,3156,Travel,5,24291,6,6,4,5,App,Biannual,2025-02-07,31,budgeting;savings strategies;emergency fund;college funding;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C1129,50,Salaried,137916,Married,1,513,112273,12980,7,203587,Retirement,15,4059133,3,7,7,4,Phone,Annual,2024-10-07,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,2
+C1130,29,Salaried,220246,Married,2,463,332047,21401,4,135752,Debt Reduction,2,154940,8,7,4,7,App,Quarterly,2024-10-29,49,debt payoff strategies;budgeting;savings strategies;estate planning;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1131,23,Salaried,140005,Divorced,1,421,144371,8958,4,39232,Travel,2,15123,6,6,4,6,App,Quarterly,2024-07-17,33,budgeting;savings strategies;business succession;tax-efficient investing;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C1132,51,Unemployed,4520,Divorced,1,364,3456,500,5,4475,Wealth Accumulation,15,7034,1,6,10,7,Email,Annual,2025-10-14,38,investment strategies;budgeting;savings strategies;tax strategies;social security,treasury bonds;money market;CDs,3
+C1133,58,Self-Employed,111638,Married,0,468,30201,6020,4,609063,Retirement,5,1791443,5,10,6,8,In-Person,Monthly,2025-08-23,60,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1134,53,Self-Employed,226700,Single,2,509,64563,17411,1,837977,Retirement,8,4502623,9,8,2,5,Phone,Biannual,2025-08-16,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1135,77,Retired,81018,Married,1,386,124256,4339,3,686862,Retirement,1,1052271,5,7,5,7,Email,Biannual,2024-12-02,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1136,22,Salaried,132092,Married,0,411,123267,6704,4,22137,Emergency Fund,1,52759,6,8,4,6,App,Biannual,2025-12-13,37,tax optimization;estate planning;insurance review;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1137,37,Salaried,213990,Single,0,477,351096,14564,4,277614,Education,4,124672,8,9,4,5,Email,Annual,2025-11-13,38,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1138,78,Retired,40233,Married,0,392,15587,3878,5,355738,Estate Planning,7,1340972,3,9,9,7,Chat,Annual,2025-07-31,41,tax optimization;estate planning;credit score;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C1139,85,Retired,51356,Single,2,399,61220,4882,3,512000,Retirement,1,523014,6,6,5,8,Email,Monthly,2025-05-29,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C1140,57,Salaried,104930,Single,0,469,125601,5465,4,261638,Retirement,3,1381701,7,8,4,5,Phone,Ad-hoc,2025-05-06,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1141,70,Retired,45259,Single,0,400,63177,2858,3,340307,Healthcare,15,70549,3,6,8,5,In-Person,Quarterly,2024-07-07,33,budgeting;savings strategies;insurance review,treasury bonds;money market;CDs,3
+C1142,31,Self-Employed,255548,Married,1,435,474927,16692,3,211594,Debt Reduction,1,220936,8,8,4,7,Email,Monthly,2025-10-08,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1143,62,Salaried,218627,Married,1,494,181973,17842,6,925657,Retirement,4,2514352,3,8,8,7,In-Person,Annual,2024-11-14,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C1144,54,Salaried,212474,Single,1,469,113187,9666,6,722896,Retirement,16,4679454,4,8,8,3,Phone,Ad-hoc,2025-12-23,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1145,22,Self-Employed,158194,Married,1,393,241792,12484,2,48408,Education,5,117668,10,5,2,7,Email,Monthly,2024-11-04,41,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1146,52,Salaried,148683,Married,0,466,217558,10858,3,293118,Healthcare,10,59170,6,8,5,7,Phone,Biannual,2025-08-14,37,tax optimization;estate planning;social security;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1147,35,Self-Employed,183111,Widowed,2,465,406899,10621,4,183546,Retirement,31,8256388,8,7,4,5,App,Biannual,2025-11-01,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1148,68,Retired,30145,Married,2,419,46811,3512,5,164883,Estate Planning,7,1533940,3,7,9,4,App,Biannual,2025-08-27,25,budgeting;savings strategies;tax strategies;estate planning;social security,treasury bonds;money market;CDs,3
+C1149,25,Student,9230,Married,1,349,6927,998,1,4014,Retirement,43,519002,7,6,3,7,Phone,Quarterly,2025-11-19,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1150,63,Retired,30752,Married,0,383,18400,2164,6,176040,Retirement,6,512443,1,9,10,3,Email,Ad-hoc,2025-12-23,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1151,51,Self-Employed,79376,Married,2,433,60692,5651,2,210673,Travel,2,14860,6,7,4,5,Email,Quarterly,2025-01-18,33,budgeting;savings strategies;risk management;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C1152,78,Retired,44038,Married,1,409,45800,4278,4,404983,Estate Planning,5,1394451,4,7,6,7,Phone,Biannual,2025-10-24,47,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,4
+C1153,59,Salaried,180117,Married,1,492,63811,13760,4,548192,Healthcare,20,169712,6,9,5,8,In-Person,Annual,2025-04-30,59,tax optimization;estate planning;investment allocation;college funding;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1154,31,Salaried,214159,Married,2,479,624966,20725,5,139888,Home Purchase,3,981187,6,8,5,6,App,Quarterly,2025-07-01,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1155,38,Salaried,160889,Single,0,479,508201,5635,3,171347,Business Investment,5,404317,7,9,4,5,Email,Monthly,2024-08-06,42,tax optimization;estate planning;social security;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1156,23,Student,8355,Divorced,0,373,12628,666,2,1156,Education,5,124238,6,6,5,6,App,Biannual,2025-08-03,32,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1157,71,Retired,71565,Married,1,410,65748,3983,6,518926,Travel,3,11191,2,10,10,7,App,Ad-hoc,2025-11-13,43,tax optimization;estate planning;medicare;retirement income;risk management,treasury bonds;money market;CDs;tax-efficient funds,2
+C1158,38,Unemployed,727,Divorced,0,356,2237,500,2,2633,Retirement,29,28078,5,5,6,8,App,Monthly,2025-01-21,53,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1159,80,Retired,57725,Married,0,421,44328,5044,3,367570,Healthcare,7,181964,4,7,6,7,Phone,Biannual,2024-09-03,43,budgeting;savings strategies;charitable giving;long-term care;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C1160,37,Salaried,74932,Divorced,1,433,172319,3434,2,65363,Business Investment,20,131745,6,6,5,7,App,Monthly,2024-07-13,39,budgeting;savings strategies;retirement income;business succession;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1161,80,Retired,50730,Married,1,408,51635,5558,5,400777,Healthcare,5,260356,3,9,8,3,Phone,Biannual,2025-06-05,29,tax optimization;estate planning;long-term care;insurance review;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C1162,18,Student,10407,Married,1,340,17475,1127,1,1525,Emergency Fund,1,4685,7,3,4,7,App,Quarterly,2024-08-15,36,budgeting;savings strategies;social security;estate planning;long-term care,growth stocks;sector ETFs;crypto assets,4
+C1163,51,Salaried,49525,Married,2,481,16167,4798,6,140234,Healthcare,7,205612,3,9,8,7,Phone,Quarterly,2024-12-20,55,tax optimization;estate planning;tax-efficient investing;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C1164,50,Salaried,131407,Married,2,484,54134,7675,8,231427,Retirement,15,2633894,3,10,8,5,Email,Quarterly,2024-11-24,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C1165,24,Salaried,49053,Married,0,395,86940,4390,2,14592,Emergency Fund,3,17794,8,6,3,6,In-Person,Quarterly,2025-06-04,33,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,4
+C1166,54,Salaried,125187,Divorced,0,467,54438,7169,6,423074,Healthcare,3,276315,5,10,7,7,Phone,Quarterly,2025-12-11,42,tax optimization;estate planning;business succession;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1167,54,Self-Employed,191896,Married,2,483,242819,13921,2,721279,Retirement,12,4579452,8,9,3,4,Email,Ad-hoc,2024-07-31,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1168,45,Salaried,70087,Divorced,0,460,148248,4130,3,119006,Retirement,24,2739333,6,10,5,7,Email,Annual,2024-11-01,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1169,50,Unemployed,508,Married,2,388,820,500,4,1810,Estate Planning,15,300493,2,7,9,7,Phone,Quarterly,2025-06-18,49,budgeting;savings strategies;charitable giving;college funding;emergency fund,treasury bonds;money market;CDs,3
+C1170,23,Self-Employed,185868,Divorced,1,406,362811,12332,1,48497,Education,1,124811,10,7,1,7,App,Quarterly,2025-01-26,40,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1171,43,Self-Employed,213817,Married,3,469,785454,21943,4,533512,Home Purchase,10,1248481,8,10,4,5,App,Annual,2025-09-01,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1172,59,Self-Employed,59097,Single,0,453,45019,3872,5,331466,Retirement,9,1070615,4,9,7,5,Email,Annual,2025-03-09,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1173,23,Student,5146,Married,0,331,4174,508,3,4451,Travel,1,21946,6,3,5,5,App,Quarterly,2025-09-20,23,budgeting;savings strategies;insurance review;credit score;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C1174,25,Student,5712,Married,1,390,6088,604,2,3315,Emergency Fund,2,4873,7,7,4,6,Phone,Monthly,2025-05-06,39,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C1175,69,Retired,65571,Married,2,399,92520,6598,3,386352,Estate Planning,10,1084738,5,7,6,4,In-Person,Annual,2025-10-01,32,budgeting;savings strategies;risk management;social security,index funds;blue-chip stocks;corporate bonds,3
+C1176,41,Salaried,193284,Divorced,1,451,578610,11629,3,288931,Retirement,21,6295241,7,8,3,6,Phone,Monthly,2024-07-15,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1177,19,Student,11862,Widowed,0,363,21994,970,1,4029,Education,1,137739,8,3,3,6,App,Biannual,2025-04-06,25,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1178,55,Self-Employed,148599,Widowed,0,481,201119,6697,3,501446,Estate Planning,20,1668781,6,9,5,7,Phone,Quarterly,2024-07-06,39,tax optimization;estate planning;tax strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1179,80,Retired,65935,Married,2,367,43481,7227,3,395448,Healthcare,3,87731,6,7,6,7,Chat,Monthly,2025-09-30,39,budgeting;savings strategies;emergency fund;charitable giving;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C1180,25,Unemployed,177,Married,2,315,217,500,2,4841,Home Purchase,2,766,6,5,4,6,Email,Annual,2025-11-03,40,mortgage options;down payment;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1181,39,Salaried,63120,Single,0,457,246815,5545,2,68893,Home Purchase,3,417470,6,5,4,6,App,Annual,2025-05-02,36,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1182,33,Salaried,76494,Married,2,442,205364,5672,2,53392,Retirement,32,2728911,8,6,3,7,Email,Quarterly,2024-12-07,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1183,51,Salaried,117753,Single,0,459,82536,4617,6,231989,Retirement,12,2280989,2,8,9,5,Email,Monthly,2025-07-03,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C1184,31,Self-Employed,65595,Married,1,401,152609,7348,3,52834,Emergency Fund,2,37878,5,9,6,6,App,Monthly,2024-07-06,39,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1185,46,Salaried,104198,Married,2,478,352806,8232,3,266170,Retirement,23,3714803,8,8,4,5,Chat,Annual,2025-09-05,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1186,21,Student,11925,Single,0,384,20844,966,1,2030,Emergency Fund,3,5870,7,3,3,5,App,Monthly,2025-05-23,21,budgeting;savings strategies;investment allocation;tax-efficient investing;risk management,growth stocks;sector ETFs;crypto assets,3
+C1187,48,Salaried,127300,Single,0,495,320211,6771,2,215754,Retirement,19,4325308,7,10,3,7,Email,Biannual,2024-10-10,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1188,43,Salaried,90390,Married,2,491,331684,8938,3,137220,Home Purchase,3,468778,7,7,4,7,App,Quarterly,2025-07-02,45,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1189,25,Salaried,146375,Married,1,453,204775,11086,3,42090,Debt Reduction,2,129768,7,10,4,6,App,Quarterly,2025-05-03,52,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1190,51,Self-Employed,252564,Single,0,458,236106,9936,5,812836,Retirement,19,8258286,6,8,6,4,Phone,Quarterly,2025-07-31,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1191,23,Salaried,73029,Widowed,0,443,109268,4086,2,20130,Education,4,151674,6,6,4,6,Email,Quarterly,2025-12-22,36,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1192,64,Retired,31171,Married,1,419,40919,3268,5,126294,Healthcare,7,249539,1,8,9,4,In-Person,Monthly,2024-12-22,26,tax optimization;estate planning;tax-efficient investing;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C1193,62,Unemployed,4347,Married,2,329,3688,515,4,3695,Healthcare,5,185334,2,5,10,6,Phone,Biannual,2025-11-17,38,budgeting;savings strategies;retirement income;college funding,treasury bonds;money market;CDs,4
+C1194,35,Unemployed,2728,Married,2,343,7094,500,3,4794,Wealth Accumulation,10,1346,4,4,7,7,Email,Quarterly,2024-11-07,32,investment strategies;budgeting;savings strategies;emergency fund;social security,index funds;blue-chip stocks;corporate bonds,3
+C1195,32,Unemployed,307,Single,0,344,751,500,3,3932,Emergency Fund,1,130,5,6,6,7,Phone,Quarterly,2024-12-26,34,budgeting;savings strategies;medicare;risk management;business succession,index funds;blue-chip stocks;corporate bonds,3
+C1196,19,Student,10384,Single,0,325,14785,852,3,2590,Travel,2,13391,5,3,6,5,Chat,Biannual,2025-04-13,27,budgeting;savings strategies;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds,4
+C1197,52,Self-Employed,304159,Married,1,518,100590,19557,4,998477,Healthcare,3,132606,6,9,5,6,Phone,Annual,2024-11-25,49,tax optimization;estate planning;credit score;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1198,46,Salaried,167837,Married,2,465,236718,11575,3,398316,Wealth Accumulation,7,138013,7,10,5,8,Email,Biannual,2025-02-22,61,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1199,41,Salaried,245747,Single,0,488,432457,9339,7,324811,Business Investment,10,309534,5,10,7,6,In-Person,Biannual,2025-02-08,53,tax optimization;estate planning;medicare;investment allocation;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1200,54,Self-Employed,78879,Divorced,0,449,61048,4682,3,317594,Healthcare,7,125471,7,9,4,7,App,Annual,2025-04-20,46,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1201,38,Self-Employed,115106,Married,1,474,155449,7051,3,225498,Business Investment,15,463699,8,8,3,8,Phone,Monthly,2024-08-23,55,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1202,19,Student,8626,Single,0,366,16154,634,3,2210,Education,1,141021,5,4,6,5,Chat,Quarterly,2025-03-20,29,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1203,34,Salaried,143629,Single,1,463,371726,9277,3,103685,Debt Reduction,2,215511,8,8,4,6,Phone,Monthly,2024-09-02,44,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1204,27,Unemployed,2319,Married,0,336,1721,500,3,1329,Retirement,39,131870,4,4,8,8,Email,Quarterly,2025-04-21,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1205,28,Salaried,71090,Married,2,425,101308,6350,1,27052,Home Purchase,3,370809,9,7,2,6,Chat,Monthly,2025-03-14,41,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1206,69,Retired,81326,Widowed,1,438,33835,4488,2,535801,Healthcare,5,150660,5,6,5,5,App,Biannual,2025-03-02,29,budgeting;savings strategies;risk management;long-term care;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1207,47,Self-Employed,79839,Single,1,444,337310,3111,1,228453,Retirement,20,2370343,9,6,2,6,Email,Biannual,2025-01-22,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1208,82,Retired,19348,Married,2,390,7047,2474,4,208016,Healthcare,15,224739,3,6,8,6,App,Quarterly,2024-09-16,29,budgeting;savings strategies;charitable giving;business succession;tax-efficient investing,treasury bonds;money market;CDs,3
+C1209,40,Salaried,78543,Married,1,451,255607,5401,3,94434,Wealth Accumulation,10,126339,6,9,5,5,Phone,Quarterly,2025-05-26,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1210,21,Student,17700,Divorced,1,367,14674,1659,1,4739,Education,7,159129,7,3,3,8,App,Quarterly,2025-07-15,42,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1211,31,Unemployed,2611,Married,1,334,3759,500,3,3396,Retirement,37,143275,5,7,6,5,In-Person,Monthly,2025-08-17,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1212,26,Salaried,118459,Single,0,440,108513,6771,3,43243,Home Purchase,5,754776,8,7,3,6,Phone,Biannual,2024-09-10,36,mortgage options;down payment;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1213,23,Salaried,89443,Married,0,407,99221,7231,2,28975,Education,2,166803,8,8,3,5,Chat,Quarterly,2025-03-28,30,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1214,65,Salaried,173288,Single,0,486,153372,8969,4,826468,Retirement,5,2964897,7,10,4,7,Phone,Quarterly,2024-11-03,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1215,66,Retired,43633,Single,1,394,55931,3998,5,209496,Healthcare,15,56687,3,8,9,5,In-Person,Monthly,2025-12-07,40,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C1216,65,Salaried,62762,Single,0,414,44874,4315,6,272406,Estate Planning,10,1301438,3,7,8,6,Email,Quarterly,2025-11-05,44,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C1217,64,Self-Employed,139676,Married,0,474,32738,5667,2,675175,Retirement,1,1435786,7,6,3,5,Phone,Biannual,2025-05-10,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1218,49,Self-Employed,257826,Married,0,503,659459,15007,1,577157,Education,5,136776,10,9,1,6,App,Biannual,2025-07-18,49,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1219,60,Salaried,184589,Married,1,460,140359,12979,6,820575,Healthcare,20,252121,4,7,7,5,Email,Biannual,2025-10-14,38,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,2
+C1220,78,Retired,88431,Married,0,432,70743,5324,4,742350,Estate Planning,7,1357182,3,7,8,7,In-Person,Quarterly,2025-04-15,49,budgeting;savings strategies;investment allocation;business succession;tax-efficient investing,treasury bonds;money market;CDs,3
+C1221,38,Self-Employed,213505,Single,1,461,626126,9012,3,420810,Education,3,152770,7,8,4,5,Email,Quarterly,2025-02-13,38,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1222,24,Student,17558,Married,0,350,32813,2021,3,1423,Emergency Fund,1,6230,5,7,5,8,Email,Annual,2024-07-26,54,budgeting;savings strategies;risk management;college funding;business succession,index funds;blue-chip stocks;corporate bonds,4
+C1223,47,Self-Employed,295026,Single,0,513,370028,17564,3,764857,Retirement,17,6847109,7,9,4,6,App,Biannual,2025-05-07,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1224,23,Salaried,127099,Widowed,0,404,211451,4865,3,26318,Emergency Fund,2,105429,7,8,4,5,Email,Biannual,2025-11-10,38,tax optimization;estate planning;medicare;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1225,38,Salaried,75832,Married,2,478,166661,6659,3,123561,Business Investment,5,465254,6,7,5,4,App,Biannual,2025-12-09,28,budgeting;savings strategies;investment allocation;credit score,index funds;blue-chip stocks;corporate bonds,2
+C1226,71,Retired,36485,Single,0,372,19967,2932,4,179359,Travel,3,16724,4,7,7,4,Email,Quarterly,2025-06-07,25,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,2
+C1227,26,Salaried,162625,Divorced,1,420,88522,10651,4,74739,Emergency Fund,1,56340,7,8,4,6,App,Biannual,2025-04-01,35,tax optimization;estate planning;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1228,34,Self-Employed,211689,Married,0,467,455170,14302,2,247987,Emergency Fund,1,96616,8,9,3,5,Phone,Quarterly,2025-09-26,42,tax optimization;estate planning;social security;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1229,25,Self-Employed,173230,Married,0,436,168492,7752,1,73126,Wealth Accumulation,7,211811,9,6,1,8,Email,Monthly,2024-08-01,55,investment strategies;budgeting;savings strategies;estate planning;insurance review,growth stocks;sector ETFs;crypto assets,4
+C1230,63,Unemployed,3695,Divorced,1,376,2122,500,3,4655,Retirement,1,41709,1,8,10,5,Email,Monthly,2024-08-07,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C1231,20,Student,5979,Married,0,333,8904,565,2,2901,Emergency Fund,2,3198,7,5,4,8,Email,Monthly,2024-07-26,51,budgeting;savings strategies;insurance review;college funding,growth stocks;sector ETFs;crypto assets,3
+C1232,60,Salaried,144846,Married,2,452,63697,13442,6,631210,Retirement,10,3404548,3,6,8,5,In-Person,Biannual,2025-05-03,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,2
+C1233,65,Salaried,116664,Widowed,0,483,54859,5902,5,626431,Healthcare,15,197882,5,8,6,4,Email,Annual,2025-03-29,28,tax optimization;estate planning;medicare;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1234,83,Retired,52704,Married,2,398,68745,5936,5,539110,Healthcare,10,275558,2,8,9,3,Email,Annual,2025-02-02,24,tax optimization;estate planning;credit score;retirement income;college funding,treasury bonds;money market;CDs;tax-efficient funds,2
+C1235,64,Salaried,261024,Married,1,477,178014,15463,3,1272377,Wealth Accumulation,15,282307,8,10,3,8,In-Person,Monthly,2025-04-28,58,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1236,50,Salaried,172905,Married,0,505,105520,7859,6,343676,Wealth Accumulation,10,184438,4,10,8,4,Email,Annual,2025-01-11,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1237,26,Salaried,167046,Married,2,449,228254,14743,1,79242,Debt Reduction,1,145821,9,9,1,6,Chat,Quarterly,2024-07-08,44,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1238,25,Self-Employed,124873,Married,2,402,218292,11062,1,36720,Debt Reduction,2,206139,10,7,1,6,Email,Monthly,2025-07-21,40,debt payoff strategies;budgeting;savings strategies;insurance review;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1239,52,Salaried,222319,Single,0,496,219569,9005,5,488995,Retirement,14,5917084,4,8,7,6,Email,Quarterly,2025-06-04,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C1240,21,Unemployed,4512,Single,0,300,8566,500,2,4433,Education,7,170292,4,4,6,7,App,Monthly,2025-09-10,37,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1241,22,Self-Employed,56077,Married,0,382,101516,5372,1,12036,Travel,1,18504,9,7,1,6,App,Biannual,2024-11-18,31,budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets,3
+C1242,65,Salaried,139586,Widowed,0,486,92317,6658,3,837775,Travel,3,27166,6,10,4,7,Phone,Ad-hoc,2025-09-29,51,tax optimization;estate planning;social security;long-term care;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1243,56,Self-Employed,81339,Married,0,450,56498,4822,4,239162,Healthcare,7,202787,5,9,6,6,Phone,Monthly,2024-08-26,35,tax optimization;estate planning;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1244,44,Self-Employed,121749,Married,1,466,146554,7925,5,350949,Retirement,24,4699126,6,9,5,6,Email,Biannual,2025-01-02,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1245,64,Salaried,186999,Widowed,1,458,132793,11665,6,837470,Healthcare,7,214932,4,7,8,4,App,Biannual,2024-10-29,27,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,2
+C1246,22,Salaried,33058,Married,0,395,41419,2822,2,8158,Emergency Fund,3,28640,8,5,4,6,App,Biannual,2024-11-09,36,budgeting;savings strategies;tax strategies;long-term care,growth stocks;sector ETFs;crypto assets,4
+C1247,48,Unemployed,226,Divorced,1,347,750,500,3,3125,Retirement,12,5536,2,7,8,7,Phone,Quarterly,2025-11-15,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1248,54,Salaried,100918,Divorced,1,493,46627,7505,7,240302,Retirement,8,1664277,4,10,8,5,Phone,Monthly,2024-09-10,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1249,52,Unemployed,1697,Married,2,386,726,500,4,55,Wealth Accumulation,20,967,1,8,10,5,Phone,Quarterly,2025-10-19,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C1250,39,Self-Employed,215570,Divorced,2,486,493370,13859,1,424501,Retirement,29,8706851,10,8,1,4,Email,Biannual,2024-10-13,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1251,84,Retired,53141,Divorced,0,378,16768,4227,5,365047,Healthcare,7,132383,1,9,10,7,Phone,Quarterly,2025-11-18,45,tax optimization;estate planning;medicare;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C1252,25,Student,12409,Widowed,0,378,19130,852,3,1656,Emergency Fund,1,7999,6,7,5,7,Phone,Quarterly,2024-09-05,41,budgeting;savings strategies;credit score;risk management,index funds;blue-chip stocks;corporate bonds,3
+C1253,22,Unemployed,718,Single,0,338,727,500,1,2371,Home Purchase,5,3848,7,5,3,5,Email,Monthly,2025-03-18,30,mortgage options;down payment;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1254,31,Self-Employed,70908,Married,1,423,220605,4603,3,65971,Home Purchase,3,426420,6,8,6,7,Email,Quarterly,2025-06-26,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1255,23,Student,14375,Married,0,353,27830,1607,2,4396,Education,5,156447,5,4,6,7,App,Annual,2025-05-13,40,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1256,30,Self-Employed,96016,Married,1,445,366899,5514,3,56026,Wealth Accumulation,15,137605,5,8,5,6,App,Quarterly,2025-05-20,46,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1257,30,Salaried,144624,Single,0,464,391479,8505,4,56322,Home Purchase,1,695698,5,10,6,7,App,Biannual,2025-03-02,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1258,42,Salaried,106077,Single,0,489,271614,5087,7,182007,Business Investment,7,102916,5,10,7,4,In-Person,Biannual,2025-04-16,33,tax optimization;estate planning;medicare;investment allocation;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1259,60,Unemployed,3814,Divorced,0,389,4206,500,3,2904,Retirement,10,71048,5,5,6,6,In-Person,Annual,2024-11-13,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1260,38,Self-Employed,100584,Married,2,451,321913,6692,2,200380,Retirement,32,3797112,9,7,2,6,Email,Biannual,2024-11-11,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1261,25,Self-Employed,143733,Divorced,0,407,208375,5448,3,67201,Emergency Fund,2,86939,9,8,3,7,App,Annual,2024-09-13,52,tax optimization;estate planning;tax-efficient investing;medicare;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1262,31,Salaried,110011,Widowed,1,419,458660,5931,7,53713,Wealth Accumulation,3,173194,4,8,7,7,Email,Biannual,2025-06-02,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1263,35,Self-Employed,154642,Married,2,456,191588,13515,2,186379,Home Purchase,2,1032521,9,9,2,7,Chat,Quarterly,2025-11-28,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1264,77,Retired,21238,Married,0,349,6646,2086,2,172066,Healthcare,10,156032,4,8,6,7,Chat,Annual,2025-06-07,42,tax optimization;estate planning;social security;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1265,80,Retired,54090,Single,0,383,73611,4381,4,515185,Retirement,1,546602,4,8,7,7,Phone,Quarterly,2024-11-04,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C1266,23,Student,15068,Single,0,357,28643,1297,2,723,Emergency Fund,3,11738,7,4,5,7,App,Quarterly,2025-01-06,39,budgeting;savings strategies;long-term care;risk management,growth stocks;sector ETFs;crypto assets,4
+C1267,58,Salaried,75791,Single,0,464,86262,3368,4,216409,Retirement,3,900446,3,8,7,4,App,Biannual,2024-08-31,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C1268,55,Unemployed,1640,Single,0,382,744,500,4,1623,Healthcare,20,191941,3,6,7,8,App,Quarterly,2024-07-30,46,budgeting;savings strategies;medicare;tax-efficient investing,treasury bonds;money market;CDs,4
+C1269,23,Unemployed,1740,Divorced,1,321,2557,500,3,1723,Education,10,131410,4,7,7,6,App,Monthly,2025-09-18,45,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1270,24,Student,21670,Married,1,355,26656,2317,3,4962,Emergency Fund,1,18536,5,5,5,6,Phone,Quarterly,2024-12-13,34,budgeting;savings strategies;risk management;long-term care;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C1271,52,Salaried,115152,Widowed,0,489,69191,6085,5,315966,Travel,2,23591,4,9,6,4,Email,Biannual,2025-07-26,37,tax optimization;estate planning;credit score;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1272,25,Student,8055,Divorced,0,331,15631,688,3,4460,Debt Reduction,1,12573,7,7,5,6,App,Quarterly,2025-05-06,35,debt payoff strategies;budgeting;savings strategies;retirement income;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1273,56,Salaried,224493,Single,0,496,309473,12587,5,832333,Travel,2,5058,5,8,7,4,In-Person,Ad-hoc,2024-12-14,36,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1274,23,Salaried,130493,Single,0,453,223009,4383,3,34666,Travel,1,17125,8,7,3,6,App,Quarterly,2025-09-13,38,budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets,2
+C1275,28,Salaried,187688,Married,2,463,96201,14893,2,109503,Debt Reduction,1,363969,9,10,2,8,App,Biannual,2025-05-01,62,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C1276,45,Salaried,233088,Divorced,0,498,322445,8604,4,505757,Retirement,15,6628477,7,7,4,7,Email,Biannual,2025-12-18,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1277,35,Salaried,201794,Single,0,446,316650,11216,5,176384,Home Purchase,2,848646,6,8,6,5,In-Person,Annual,2024-10-02,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1278,21,Student,15800,Single,0,338,13486,1193,2,1397,Education,3,117566,8,5,3,6,App,Quarterly,2025-08-14,40,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1279,24,Salaried,135341,Married,1,405,148349,8838,4,39300,Education,4,106922,7,6,4,6,App,Quarterly,2025-03-26,37,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1280,53,Salaried,204577,Married,2,460,201323,17611,3,380563,Retirement,7,2899394,6,10,5,6,App,Monthly,2025-10-12,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1281,21,Student,5342,Single,0,379,4803,500,3,3218,Education,1,127035,5,6,6,6,App,Monthly,2025-04-09,42,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1282,56,Self-Employed,269196,Married,2,489,230967,24142,2,1341838,Healthcare,3,208679,9,10,3,5,Phone,Quarterly,2025-03-13,40,tax optimization;estate planning;social security;emergency fund;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1283,43,Self-Employed,244090,Married,2,453,439584,16446,4,544670,Home Purchase,3,969930,6,9,5,7,In-Person,Annual,2025-10-24,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1284,44,Self-Employed,322074,Widowed,0,465,782232,17159,1,608741,Retirement,25,11523422,10,9,1,5,Phone,Quarterly,2025-11-30,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1285,52,Self-Employed,125500,Divorced,0,476,111023,8102,6,383735,Retirement,12,2503196,4,10,7,7,In-Person,Quarterly,2025-02-27,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1286,24,Student,7632,Married,0,343,17050,790,1,2812,Travel,1,24488,8,5,2,5,App,Biannual,2024-11-17,25,budgeting;savings strategies;long-term care;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C1287,48,Salaried,185534,Single,0,461,318111,7323,4,421108,Business Investment,5,436918,6,9,5,8,In-Person,Monthly,2024-10-19,52,tax optimization;estate planning;medicare;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1288,32,Self-Employed,179613,Married,1,423,532383,10553,3,125021,Debt Reduction,2,332843,8,6,4,6,App,Quarterly,2025-11-29,44,debt payoff strategies;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1289,59,Unemployed,4668,Married,2,335,5008,585,4,1610,Retirement,5,69462,1,9,10,6,Phone,Annual,2025-03-01,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C1290,23,Salaried,78249,Married,0,424,128509,6400,2,18543,Emergency Fund,1,35328,7,5,3,5,App,Monthly,2025-08-06,25,budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C1291,69,Retired,38290,Married,2,420,38820,4034,6,180407,Healthcare,3,76870,1,6,10,5,Email,Quarterly,2025-01-15,26,budgeting;savings strategies;insurance review,treasury bonds;money market;CDs,4
+C1292,65,Retired,89392,Married,2,442,43343,9218,4,562660,Estate Planning,5,806658,1,8,9,6,App,Biannual,2025-07-28,42,tax optimization;estate planning;charitable giving;retirement income;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C1293,40,Salaried,76841,Single,0,434,164006,4038,3,114554,Retirement,25,2947478,8,7,4,6,Phone,Monthly,2025-10-14,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1294,52,Unemployed,2785,Single,0,398,2988,500,2,1936,Wealth Accumulation,3,2444,4,6,7,5,Email,Quarterly,2024-10-17,29,investment strategies;budgeting;savings strategies;charitable giving;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,2
+C1295,49,Self-Employed,233263,Married,1,483,756539,19056,2,595535,Home Purchase,7,1114676,8,9,3,8,Email,Monthly,2024-08-31,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1296,28,Self-Employed,101974,Married,1,446,124489,6297,1,75723,Home Purchase,5,629938,8,8,2,6,Chat,Quarterly,2025-10-04,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1297,68,Retired,105147,Married,2,410,183650,6369,4,508890,Retirement,1,963365,5,10,6,7,Phone,Quarterly,2024-12-24,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1298,70,Retired,89749,Divorced,0,428,79581,6109,4,448471,Healthcare,7,239902,5,8,6,3,Phone,Quarterly,2024-11-12,23,tax optimization;estate planning;medicare;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1299,23,Student,21267,Single,2,381,18685,2126,2,4270,Travel,1,14946,5,5,5,6,App,Quarterly,2025-08-25,29,budgeting;savings strategies;social security;college funding;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C1300,63,Salaried,227867,Married,0,459,98610,11123,7,997648,Travel,1,25706,3,6,9,5,In-Person,Quarterly,2025-12-02,36,budgeting;savings strategies;risk management;emergency fund,treasury bonds;money market;CDs,3
+C1301,61,Retired,113171,Married,0,449,29815,5988,3,434558,Wealth Accumulation,10,105606,6,7,4,6,App,Biannual,2025-10-12,34,investment strategies;budgeting;savings strategies;estate planning;business succession,index funds;blue-chip stocks;corporate bonds,4
+C1302,43,Self-Employed,179450,Married,2,482,296891,16098,3,319184,Education,3,131002,9,7,3,5,Email,Quarterly,2024-11-19,29,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1303,41,Salaried,139746,Widowed,0,440,363455,4646,5,190722,Education,2,162742,6,9,5,4,Email,Annual,2025-09-24,28,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1304,51,Salaried,194928,Married,0,498,116119,11242,6,455237,Wealth Accumulation,20,204815,4,9,6,4,Email,Annual,2024-10-26,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1305,59,Salaried,217630,Married,1,472,211950,17591,4,729322,Wealth Accumulation,7,362654,6,10,5,4,Chat,Annual,2025-05-29,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1306,55,Salaried,125138,Married,2,474,148152,11454,7,269064,Retirement,5,2063733,4,8,8,5,In-Person,Biannual,2025-09-10,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1307,64,Self-Employed,56541,Single,0,401,54726,3937,4,368188,Healthcare,15,236438,3,9,7,5,Phone,Quarterly,2025-11-08,35,tax optimization;estate planning;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C1308,30,Salaried,179915,Married,1,465,277295,17055,3,75869,Debt Reduction,2,188408,7,10,3,5,App,Monthly,2025-09-08,38,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1309,48,Self-Employed,220698,Married,1,467,348613,13044,1,591236,Retirement,14,5028085,10,8,1,5,App,Quarterly,2024-11-12,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1310,57,Self-Employed,242136,Divorced,0,497,203931,12488,5,1125299,Retirement,5,3624282,6,9,5,8,Email,Biannual,2025-08-06,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C1311,68,Retired,31184,Single,0,373,12662,2375,3,137948,Travel,1,29904,5,8,5,7,In-Person,Annual,2025-07-10,49,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1312,22,Salaried,107732,Married,1,434,144418,7310,2,17333,Emergency Fund,2,84295,8,6,2,8,App,Biannual,2025-10-27,41,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,3
+C1313,69,Retired,45515,Divorced,0,400,51888,3246,3,330270,Retirement,1,401194,4,8,6,7,In-Person,Annual,2025-06-06,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1314,28,Salaried,171115,Single,0,477,136741,9276,3,85112,Debt Reduction,1,104458,8,8,3,8,App,Quarterly,2025-06-03,52,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1315,33,Salaried,56622,Married,1,415,143740,5031,3,33382,Retirement,32,2296840,5,8,6,4,Phone,Annual,2025-06-19,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1316,30,Salaried,122290,Married,2,452,161364,10996,3,45916,Emergency Fund,3,113754,7,9,4,6,Email,Quarterly,2025-10-25,41,tax optimization;estate planning;risk management;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1317,50,Self-Employed,133528,Married,2,499,108608,12032,6,384622,Estate Planning,5,679350,4,10,7,3,App,Annual,2025-05-03,26,tax optimization;estate planning;tax-efficient investing;risk management;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1318,72,Retired,78897,Single,0,432,134095,3861,3,528927,Healthcare,7,160899,5,8,5,4,Email,Ad-hoc,2025-07-12,36,tax optimization;estate planning;charitable giving;investment allocation;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1319,27,Self-Employed,217093,Single,0,412,338270,9084,2,112090,Home Purchase,7,965741,8,10,2,7,Email,Quarterly,2024-10-14,58,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1320,73,Retired,17595,Widowed,0,365,27418,1335,4,103421,Retirement,1,186239,2,5,9,6,App,Monthly,2025-04-23,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1321,74,Retired,55667,Single,0,395,33733,4266,4,304970,Retirement,1,616619,4,7,7,4,Phone,Annual,2024-09-01,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1322,64,Retired,95341,Married,1,424,21759,6937,6,515050,Wealth Accumulation,3,42773,2,5,9,7,App,Biannual,2024-08-08,39,investment strategies;budgeting;savings strategies;retirement income;estate planning,treasury bonds;money market;CDs,3
+C1323,53,Self-Employed,166654,Married,1,451,86364,8727,3,645684,Retirement,10,3945109,6,10,5,6,Phone,Quarterly,2025-03-20,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1324,34,Salaried,217666,Married,1,486,353579,15922,4,234850,Home Purchase,5,984595,7,9,4,7,App,Monthly,2025-09-05,57,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1325,23,Student,8835,Divorced,2,365,15901,765,2,3128,Education,3,140737,6,5,5,7,App,Quarterly,2025-01-29,42,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1326,54,Salaried,74748,Single,0,449,44596,2596,5,269893,Wealth Accumulation,7,73407,2,7,9,5,Email,Quarterly,2024-11-19,37,investment strategies;budgeting;savings strategies;insurance review,treasury bonds;money market;CDs,3
+C1327,70,Retired,60216,Divorced,1,383,26766,4448,3,435331,Healthcare,10,168037,3,7,7,7,App,Quarterly,2025-06-18,48,budgeting;savings strategies;emergency fund;investment allocation,treasury bonds;money market;CDs,4
+C1328,68,Retired,106380,Married,0,428,147339,5399,7,571701,Emergency Fund,1,84064,2,9,10,6,In-Person,Annual,2024-08-22,46,tax optimization;estate planning;tax strategies;emergency fund;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C1329,36,Salaried,127792,Married,1,468,282162,9381,4,102753,Home Purchase,3,562769,7,9,4,8,Email,Quarterly,2025-03-26,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1330,44,Self-Employed,151252,Married,2,492,272794,10813,3,447352,Business Investment,10,428082,7,8,3,7,In-Person,Biannual,2025-08-20,40,tax optimization;estate planning;insurance review;long-term care;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1331,51,Salaried,191755,Single,0,494,232109,8056,3,471234,Wealth Accumulation,20,319030,8,10,3,5,In-Person,Quarterly,2025-06-21,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1332,76,Retired,37865,Single,0,421,25822,2461,4,235753,Estate Planning,10,1747376,4,6,8,4,In-Person,Ad-hoc,2025-01-09,25,budgeting;savings strategies;social security;risk management;long-term care,index funds;blue-chip stocks;corporate bonds,2
+C1333,39,Self-Employed,116680,Single,1,424,388299,5470,6,196462,Home Purchase,2,684922,6,8,6,6,In-Person,Quarterly,2025-10-04,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1334,80,Retired,86623,Single,0,397,117492,4380,5,755796,Retirement,1,1076344,2,8,9,4,App,Biannual,2024-07-24,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C1335,47,Self-Employed,143771,Married,0,476,219901,6245,4,409545,Wealth Accumulation,5,97192,7,10,5,5,In-Person,Quarterly,2024-08-23,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1336,85,Retired,65898,Widowed,1,361,28205,5214,5,740328,Emergency Fund,3,42380,1,7,10,5,Phone,Quarterly,2024-09-16,31,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C1337,64,Retired,32166,Single,0,409,11166,1807,3,117892,Retirement,2,446362,5,8,5,6,Email,Monthly,2024-10-18,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1338,64,Retired,23201,Divorced,0,405,28967,1868,2,139763,Retirement,6,337629,4,8,7,3,App,Quarterly,2025-01-19,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1339,84,Retired,13398,Single,0,382,19516,979,5,121609,Healthcare,5,80514,2,5,9,4,In-Person,Biannual,2025-05-24,23,budgeting;savings strategies;business succession;emergency fund;credit score,treasury bonds;money market;CDs,3
+C1340,40,Salaried,77549,Married,2,459,119769,6441,5,134417,Retirement,27,3297345,5,9,7,6,App,Quarterly,2024-12-12,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1341,83,Retired,37974,Single,0,362,15095,2484,5,419241,Estate Planning,10,1646759,3,7,7,7,In-Person,Quarterly,2025-02-24,44,budgeting;savings strategies;risk management;insurance review,treasury bonds;money market;CDs,4
+C1342,52,Salaried,102102,Married,1,494,65811,6000,8,211578,Wealth Accumulation,5,95056,3,10,8,6,Email,Quarterly,2024-08-20,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C1343,25,Student,5044,Married,0,361,3869,500,3,2269,Home Purchase,2,19988,5,5,6,7,App,Annual,2024-07-14,32,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1344,24,Student,21266,Married,0,368,41339,1982,2,1087,Emergency Fund,1,6967,6,5,4,6,App,Quarterly,2024-07-05,30,budgeting;savings strategies;social security;investment allocation;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C1345,22,Student,9392,Single,0,373,15414,692,3,4534,Education,3,108592,6,3,6,6,Email,Quarterly,2025-01-21,29,education savings;529 plans;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1346,37,Salaried,107251,Married,3,464,164068,10944,3,156892,Wealth Accumulation,15,97928,6,10,4,5,App,Monthly,2025-06-23,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1347,27,Salaried,162599,Married,1,445,161910,13832,3,61448,Retirement,42,10088447,8,8,3,7,App,Quarterly,2025-05-17,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1348,63,Retired,50772,Married,0,451,43469,3836,3,291272,Retirement,1,604458,5,5,5,7,Phone,Annual,2025-09-16,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1349,65,Salaried,169945,Married,2,490,127978,14577,5,948754,Retirement,1,1519481,5,9,5,4,Phone,Biannual,2025-09-06,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1350,19,Student,14491,Married,0,367,27014,1464,1,505,Education,5,106808,8,3,3,7,Email,Quarterly,2025-06-25,38,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1351,35,Self-Employed,100592,Married,1,441,322089,6645,4,156550,Retirement,29,3142027,7,8,4,8,Email,Biannual,2024-08-10,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1352,49,Salaried,170212,Married,1,506,276988,9422,4,403714,Home Purchase,2,781093,7,10,4,5,Chat,Biannual,2024-12-03,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1353,48,Salaried,142052,Married,1,506,314831,12463,2,252300,Home Purchase,1,557527,8,10,3,8,Phone,Monthly,2024-11-27,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1354,34,Self-Employed,90556,Married,2,464,136137,7584,1,111589,Debt Reduction,1,112407,8,5,2,8,Email,Quarterly,2024-07-04,43,debt payoff strategies;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C1355,63,Retired,58809,Married,2,441,49500,6208,3,343684,Healthcare,7,229822,4,5,7,6,Phone,Quarterly,2024-12-22,39,budgeting;savings strategies;insurance review;credit score,index funds;blue-chip stocks;corporate bonds,4
+C1356,80,Retired,19393,Widowed,0,347,12069,1713,4,114620,Emergency Fund,1,7817,1,7,10,6,In-Person,Quarterly,2024-10-22,36,budgeting;savings strategies;estate planning;insurance review;medicare,treasury bonds;money market;CDs,3
+C1357,23,Self-Employed,191984,Married,1,403,359688,11371,2,46076,Education,2,149444,9,7,3,6,App,Biannual,2024-10-28,41,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1358,24,Student,18385,Divorced,1,374,12463,1700,2,3608,Emergency Fund,2,17180,6,4,5,7,Email,Quarterly,2025-06-09,43,budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C1359,44,Salaried,45918,Married,3,456,100072,5311,2,73974,Business Investment,7,420311,7,7,3,5,Chat,Monthly,2025-09-21,36,budgeting;savings strategies;retirement income;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C1360,60,Retired,65987,Single,0,465,68714,4233,5,268692,Estate Planning,5,735693,4,7,8,4,Email,Monthly,2025-10-12,32,budgeting;savings strategies;business succession;charitable giving,index funds;blue-chip stocks;corporate bonds,2
+C1361,64,Salaried,165003,Single,0,437,132190,10481,5,1024659,Wealth Accumulation,5,236313,3,7,8,8,Email,Quarterly,2025-03-28,56,investment strategies;budgeting;savings strategies;insurance review;long-term care,treasury bonds;money market;CDs,4
+C1362,39,Salaried,206516,Married,0,492,662777,12287,2,245708,Retirement,31,9362334,9,7,2,8,In-Person,Biannual,2024-11-03,55,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1363,55,Salaried,198502,Divorced,0,512,214886,7167,6,571251,Retirement,5,3040494,4,7,6,7,In-Person,Biannual,2024-08-22,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C1364,57,Unemployed,865,Single,0,380,663,500,5,2840,Travel,1,15754,1,5,10,4,Phone,Annual,2025-03-25,21,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C1365,53,Unemployed,1300,Divorced,0,376,2017,500,6,2899,Wealth Accumulation,7,1942,1,8,10,5,Email,Quarterly,2024-09-22,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C1366,82,Retired,48413,Divorced,0,361,25272,3875,3,363471,Estate Planning,10,852576,4,6,6,4,In-Person,Biannual,2025-06-29,22,budgeting;savings strategies;credit score;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C1367,30,Salaried,91990,Divorced,2,439,170210,7681,2,38968,Debt Reduction,2,153523,5,5,5,7,App,Quarterly,2025-08-14,33,debt payoff strategies;budgeting;savings strategies;insurance review;long-term care,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C1368,55,Salaried,126251,Single,0,481,110678,6240,5,283968,Healthcare,5,216076,5,7,6,5,Phone,Annual,2025-10-16,33,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,2
+C1369,52,Salaried,77682,Married,1,462,114999,6062,3,227551,Retirement,10,1798504,4,9,7,7,Email,Annual,2025-11-25,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1370,30,Salaried,186459,Married,1,440,318636,15622,2,106916,Home Purchase,7,1135235,8,9,3,4,Email,Annual,2025-09-14,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1371,75,Retired,22335,Married,0,352,23671,2103,5,122805,Retirement,1,250230,1,6,10,5,Phone,Monthly,2025-06-23,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C1372,35,Self-Employed,95445,Married,1,436,298343,8139,2,95999,Retirement,33,4146063,6,7,5,5,Email,Quarterly,2025-04-18,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1373,82,Retired,61177,Married,0,410,67919,6016,3,464656,Healthcare,10,247898,6,9,6,6,Phone,Biannual,2024-08-30,49,tax optimization;estate planning;business succession;tax-efficient investing;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1374,63,Salaried,128234,Married,0,470,121504,7522,6,631781,Wealth Accumulation,7,175527,4,10,7,6,Phone,Monthly,2025-09-01,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1375,62,Self-Employed,116744,Married,0,447,63389,7732,4,661633,Retirement,5,1800856,5,10,5,4,Email,Annual,2025-12-03,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1376,81,Retired,56871,Married,1,361,20956,6280,5,541111,Estate Planning,7,890812,2,8,8,4,Email,Biannual,2024-09-29,28,tax optimization;estate planning;medicare;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,2
+C1377,58,Salaried,219114,Married,1,451,49039,18597,2,956108,Retirement,4,3047682,8,10,3,4,In-Person,Annual,2025-08-11,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1378,29,Self-Employed,117188,Married,0,417,125316,8311,2,57370,Retirement,38,5499647,8,10,3,7,App,Biannual,2024-11-14,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1379,63,Self-Employed,158796,Married,2,464,73256,10795,2,1057834,Healthcare,7,116050,9,9,3,8,Phone,Annual,2025-08-30,55,tax optimization;estate planning;tax-efficient investing;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1380,51,Salaried,127462,Single,0,468,163699,6235,4,359424,Wealth Accumulation,7,167048,3,9,7,8,App,Monthly,2025-10-03,57,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C1381,25,Salaried,170445,Married,1,428,302010,15015,1,50910,Home Purchase,5,1066490,9,9,1,6,App,Monthly,2025-03-03,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1382,22,Unemployed,4957,Married,1,307,9112,587,3,4107,Debt Reduction,1,3052,5,4,6,5,App,Monthly,2025-10-20,32,debt payoff strategies;budgeting;savings strategies;charitable giving;medicare,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C1383,27,Salaried,231822,Single,0,452,424124,15022,1,110123,Wealth Accumulation,15,318394,9,9,2,5,Email,Monthly,2025-08-09,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1384,52,Salaried,215813,Single,0,482,126685,13794,2,411233,Healthcare,5,223853,8,10,2,6,Email,Ad-hoc,2025-08-08,45,tax optimization;estate planning;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1385,49,Salaried,110063,Married,1,488,384078,5443,5,205453,Home Purchase,3,440829,5,10,6,7,App,Ad-hoc,2025-07-12,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1386,23,Student,13065,Married,1,380,21112,1251,1,4311,Emergency Fund,1,8144,8,6,3,5,App,Annual,2025-06-28,35,budgeting;savings strategies;medicare;tax strategies;risk management,growth stocks;sector ETFs;crypto assets,3
+C1387,53,Self-Employed,215699,Married,1,456,293966,12134,4,685005,Healthcare,3,184960,5,9,6,6,Phone,Biannual,2025-06-28,47,tax optimization;estate planning;long-term care;tax strategies;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1388,22,Salaried,161725,Married,0,420,172345,10550,3,28007,Travel,1,14602,8,8,4,7,Email,Quarterly,2025-06-07,41,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1389,46,Unemployed,3928,Widowed,0,397,14469,500,2,2373,Retirement,17,105416,6,7,5,4,Email,Ad-hoc,2025-11-26,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1390,42,Salaried,156564,Divorced,0,484,335978,9094,5,301402,Business Investment,7,17876,5,8,6,6,App,Biannual,2025-05-24,42,tax optimization;estate planning;social security;emergency fund;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1391,73,Retired,88378,Married,1,433,94835,5770,3,496141,Retirement,1,985853,6,9,5,4,Chat,Biannual,2025-08-07,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1392,75,Retired,29809,Married,0,381,26491,2820,3,149628,Estate Planning,7,731009,4,9,6,5,Phone,Annual,2025-02-15,32,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1393,42,Salaried,143485,Married,2,459,201985,10897,7,219956,Home Purchase,7,875167,4,8,7,5,App,Ad-hoc,2025-01-12,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1394,45,Salaried,225979,Divorced,1,494,490449,12737,4,583269,Retirement,21,8171674,7,9,4,7,App,Monthly,2025-06-02,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1395,73,Retired,67814,Single,0,435,51724,5573,4,420645,Retirement,1,888008,1,8,10,5,In-Person,Biannual,2025-04-29,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1396,21,Unemployed,3616,Married,0,301,4210,500,3,3623,Travel,2,23445,6,4,5,5,App,Quarterly,2025-10-16,27,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C1397,39,Salaried,71717,Divorced,1,462,92604,5064,3,127245,Retirement,29,3139774,6,5,5,5,Email,Biannual,2025-06-15,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1398,51,Salaried,125127,Married,0,480,62267,5343,6,312449,Wealth Accumulation,15,80784,5,8,6,6,App,Monthly,2025-06-10,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1399,41,Salaried,161853,Single,2,495,512714,11963,4,245565,Retirement,25,6295611,6,9,5,8,Phone,Annual,2025-09-10,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1400,75,Retired,53364,Married,1,421,30252,5044,6,267264,Estate Planning,20,348593,1,9,10,6,Chat,Quarterly,2025-01-03,40,tax optimization;estate planning;social security;long-term care;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C1401,23,Student,6754,Divorced,1,356,8729,578,2,938,Education,1,137684,5,5,5,7,Chat,Biannual,2025-03-11,33,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1402,43,Salaried,146385,Married,2,486,321206,8481,6,236938,Business Investment,7,77511,4,10,7,5,App,Quarterly,2024-08-11,46,tax optimization;estate planning;risk management;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1403,63,Self-Employed,168414,Divorced,0,456,60328,8601,6,992437,Retirement,1,1656711,6,10,6,3,Email,Quarterly,2025-05-03,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1404,72,Retired,22314,Married,2,416,33669,2422,5,142977,Retirement,1,245043,1,9,10,5,Email,Quarterly,2025-05-08,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1405,66,Retired,95404,Single,0,435,111842,4362,3,393344,Estate Planning,10,1144080,5,7,6,4,Phone,Biannual,2025-03-19,26,budgeting;savings strategies;tax strategies;credit score,index funds;blue-chip stocks;corporate bonds,2
+C1406,36,Self-Employed,250591,Married,2,481,850927,17991,4,249319,Retirement,28,9003902,7,7,4,7,App,Biannual,2025-12-03,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C1407,53,Self-Employed,168787,Single,1,461,152946,9220,5,449819,Retirement,11,3238179,6,10,5,4,Phone,Annual,2024-11-27,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1408,27,Unemployed,3792,Divorced,1,357,3974,500,2,2142,Debt Reduction,1,2833,5,7,5,6,In-Person,Annual,2025-09-03,31,debt payoff strategies;budgeting;savings strategies;risk management;medicare,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1409,22,Self-Employed,63787,Married,0,398,43452,4621,1,17814,Travel,5,26577,9,5,1,5,App,Quarterly,2024-07-13,30,budgeting;savings strategies;risk management;credit score,growth stocks;sector ETFs;crypto assets,4
+C1410,70,Retired,81892,Single,0,423,126597,5352,3,416899,Healthcare,10,96082,3,8,7,3,In-Person,Annual,2024-10-19,28,tax optimization;estate planning;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C1411,48,Salaried,230708,Single,0,496,780833,13998,4,574311,Home Purchase,5,1416901,7,10,5,6,App,Quarterly,2025-04-26,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1412,65,Retired,127437,Widowed,0,466,33570,5692,7,461792,Healthcare,5,97847,2,10,10,6,Phone,Annual,2025-01-31,51,tax optimization;estate planning;retirement income;medicare,treasury bonds;money market;CDs;tax-efficient funds,2
+C1413,57,Salaried,89598,Married,1,479,25102,8669,5,226396,Retirement,11,1549140,4,7,8,4,Email,Annual,2025-11-28,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1414,39,Self-Employed,163381,Married,2,444,605982,10386,3,220888,Retirement,27,6881815,8,7,3,8,Email,Monthly,2024-09-03,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1415,41,Salaried,217003,Divorced,0,488,771409,13460,4,370859,Business Investment,10,175301,6,10,5,7,Chat,Quarterly,2024-09-03,50,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1416,51,Unemployed,1113,Divorced,1,384,1781,500,5,3858,Estate Planning,3,1113457,2,8,9,4,Phone,Biannual,2025-08-08,31,tax optimization;estate planning;credit score;emergency fund;risk management,treasury bonds;money market;CDs;tax-efficient funds,2
+C1417,25,Salaried,57874,Married,2,388,101053,5834,3,20672,Debt Reduction,1,32371,6,6,6,7,App,Quarterly,2025-04-21,41,debt payoff strategies;budgeting;savings strategies;charitable giving;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1418,20,Student,7539,Single,1,333,7524,684,2,3291,Education,3,164744,7,4,5,6,App,Biannual,2025-05-02,32,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1419,45,Self-Employed,56804,Married,2,464,222916,6625,3,96544,Home Purchase,3,389854,6,8,5,6,App,Biannual,2025-04-16,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1420,83,Retired,56055,Married,0,396,89567,4338,3,363666,Healthcare,5,251546,5,9,6,3,Phone,Annual,2025-09-07,25,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1421,63,Unemployed,1710,Single,0,334,3278,500,3,63,Wealth Accumulation,5,1538,2,8,8,7,In-Person,Quarterly,2024-10-31,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,4
+C1422,52,Salaried,214751,Single,0,464,116426,10988,4,669325,Estate Planning,3,1698859,6,10,4,3,In-Person,Biannual,2025-09-28,33,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1423,60,Self-Employed,247921,Married,0,440,94504,11336,2,1038327,Retirement,6,3830618,9,9,3,5,In-Person,Quarterly,2025-05-01,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1424,59,Self-Employed,286640,Single,0,483,430555,17561,4,1289315,Travel,1,16614,6,10,6,4,App,Annual,2025-12-22,36,tax optimization;estate planning;emergency fund;college funding;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1425,42,Salaried,59458,Divorced,1,473,168951,3964,2,89571,Education,2,110204,8,9,3,4,Phone,Ad-hoc,2025-03-31,27,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C1426,63,Self-Employed,36672,Single,0,397,52875,2467,2,255570,Estate Planning,5,1376996,7,7,4,4,Phone,Annual,2024-10-04,30,budgeting;savings strategies;medicare;charitable giving;tax-efficient investing,growth stocks;sector ETFs;crypto assets,2
+C1427,52,Self-Employed,243870,Married,0,509,254053,15819,4,896358,Wealth Accumulation,15,270174,6,10,6,7,Chat,Annual,2024-09-18,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1428,29,Salaried,132291,Married,1,472,168910,10777,4,86247,Emergency Fund,1,40344,7,10,4,8,App,Annual,2025-03-28,52,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1429,62,Salaried,108820,Married,1,481,111131,6638,6,616819,Retirement,2,1347881,3,8,9,3,Phone,Annual,2025-05-31,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C1430,36,Salaried,164086,Married,2,432,608478,14717,3,195006,Wealth Accumulation,10,161256,8,6,3,6,Email,Quarterly,2025-12-25,32,investment strategies;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets,3
+C1431,62,Self-Employed,297730,Married,0,492,305009,15978,6,1850414,Retirement,3,3338277,5,9,6,3,Chat,Quarterly,2024-09-20,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1432,52,Salaried,75573,Single,0,456,84988,4076,4,170136,Estate Planning,3,765191,4,9,7,6,App,Quarterly,2024-09-11,43,tax optimization;estate planning;business succession;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1433,60,Salaried,110306,Married,2,487,67570,7173,5,332426,Retirement,7,1884802,6,10,5,8,App,Quarterly,2025-12-08,65,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1434,31,Salaried,180142,Widowed,0,473,489356,6917,4,83190,Home Purchase,1,1070359,6,7,5,6,Phone,Monthly,2025-06-21,45,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1435,27,Self-Employed,267953,Single,0,446,241356,9840,1,154905,Retirement,33,12025266,9,10,1,8,App,Quarterly,2025-03-05,63,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1436,38,Unemployed,2697,Single,1,347,6361,500,3,3717,Home Purchase,5,15970,5,7,7,6,App,Biannual,2025-02-18,37,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1437,36,Salaried,170047,Married,2,438,264290,10866,2,218049,Retirement,31,6492741,8,9,2,5,Email,Biannual,2024-08-18,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1438,28,Self-Employed,87095,Single,1,425,160314,5547,1,55955,Retirement,36,3537143,10,6,2,7,In-Person,Quarterly,2025-11-07,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C1439,36,Salaried,241721,Divorced,0,480,880452,13332,4,255949,Home Purchase,3,1111238,7,7,4,5,App,Monthly,2025-03-13,34,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1440,56,Salaried,98662,Single,0,456,115738,5071,4,244552,Retirement,7,1957837,2,9,10,3,Phone,Ad-hoc,2025-12-17,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C1441,18,Student,12592,Married,0,380,12635,1260,3,1923,Debt Reduction,1,20203,6,4,6,7,App,Quarterly,2025-07-19,36,debt payoff strategies;budgeting;savings strategies;emergency fund;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C1442,24,Salaried,114128,Married,1,444,140937,6451,3,27876,Travel,1,7608,7,5,5,6,Chat,Quarterly,2025-02-14,28,budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets,3
+C1443,36,Salaried,150845,Married,3,443,165560,13842,2,171791,Business Investment,7,73499,7,7,3,5,App,Annual,2025-08-08,29,budgeting;savings strategies;college funding;long-term care,growth stocks;sector ETFs;crypto assets,2
+C1444,67,Retired,54385,Single,0,429,51809,3354,3,246835,Estate Planning,5,1647445,5,8,7,5,Chat,Annual,2024-08-08,37,tax optimization;estate planning;social security;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1445,22,Self-Employed,172903,Divorced,2,415,246495,13363,2,39500,Education,4,123447,9,9,2,7,Chat,Quarterly,2025-05-22,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1446,22,Self-Employed,68533,Married,0,413,85202,6570,1,20922,Education,5,129438,10,4,2,8,Email,Monthly,2025-11-06,34,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1447,41,Self-Employed,54796,Married,3,434,98065,5311,3,78895,Business Investment,15,181993,7,7,5,5,Email,Quarterly,2024-11-26,38,budgeting;savings strategies;tax strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C1448,55,Salaried,138163,Single,0,504,53874,6483,5,447304,Retirement,14,3090298,4,10,7,6,Email,Quarterly,2025-06-15,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1449,52,Self-Employed,256045,Divorced,1,458,320048,16362,1,852923,Retirement,8,3985996,8,8,2,6,Phone,Quarterly,2025-08-31,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1450,20,Student,16195,Married,0,335,35271,1596,1,2452,Travel,3,28338,8,5,3,7,Email,Biannual,2025-10-15,43,budgeting;savings strategies;social security;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C1451,22,Student,17427,Single,0,393,24202,1541,2,4687,Emergency Fund,1,11678,7,3,4,7,Email,Monthly,2025-03-10,35,budgeting;savings strategies;medicare;tax-efficient investing;business succession,growth stocks;sector ETFs;crypto assets,4
+C1452,66,Retired,49160,Married,0,421,39928,3316,3,231476,Estate Planning,7,1905755,5,7,6,5,In-Person,Biannual,2024-09-25,35,budgeting;savings strategies;investment allocation;estate planning;credit score,index funds;blue-chip stocks;corporate bonds,3
+C1453,33,Unemployed,4746,Single,0,366,12329,500,3,3942,Retirement,30,212355,4,7,6,5,Phone,Biannual,2025-09-02,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1454,39,Salaried,182614,Single,0,488,182885,13176,5,219936,Wealth Accumulation,10,218296,6,8,5,4,App,Annual,2025-05-31,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1455,22,Student,19858,Married,0,381,21922,2351,2,4325,Debt Reduction,1,26767,6,5,4,7,App,Quarterly,2024-07-14,42,debt payoff strategies;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C1456,52,Salaried,191597,Married,1,477,269273,17021,3,571425,Retirement,14,5170279,7,9,4,5,Phone,Biannual,2025-01-11,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1457,38,Unemployed,463,Single,2,340,1484,500,3,1422,Home Purchase,2,3202,4,6,6,6,App,Quarterly,2025-09-15,38,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1458,60,Self-Employed,243604,Single,0,469,205343,13177,5,1320916,Retirement,4,3853579,4,9,6,3,Phone,Biannual,2025-11-07,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1459,61,Self-Employed,92421,Married,1,455,37855,7551,3,366609,Retirement,1,1033872,4,9,7,4,Phone,Monthly,2024-10-08,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1460,36,Salaried,66586,Married,2,440,171402,6669,4,61876,Education,4,130007,5,9,6,4,In-Person,Quarterly,2025-04-23,38,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C1461,23,Student,19509,Single,0,345,42623,1783,2,4574,Education,2,134716,7,4,4,8,Email,Monthly,2025-05-12,46,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1462,84,Retired,33445,Married,2,398,39357,3773,4,315582,Estate Planning,7,1122911,4,10,7,5,App,Quarterly,2025-05-01,32,tax optimization;estate planning;business succession;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1463,70,Retired,31288,Single,0,378,7494,1888,6,142638,Healthcare,7,251118,1,10,10,3,Email,Annual,2025-10-14,24,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,2
+C1464,45,Unemployed,245,Single,0,344,656,500,4,755,Wealth Accumulation,20,130,2,6,9,6,Email,Quarterly,2024-08-20,40,investment strategies;budgeting;savings strategies;emergency fund;medicare,treasury bonds;money market;CDs,3
+C1465,71,Retired,82740,Married,0,432,142404,6697,3,604986,Retirement,1,744235,3,7,7,6,In-Person,Annual,2024-10-12,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1466,20,Student,17885,Divorced,0,345,24260,1606,2,253,Home Purchase,3,71635,8,5,4,5,Chat,Quarterly,2024-08-15,34,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1467,41,Salaried,134089,Married,3,458,420867,13372,2,192315,Retirement,25,4881638,8,9,3,7,Email,Annual,2025-04-10,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1468,23,Student,10689,Married,0,343,18240,980,1,795,Education,4,139441,8,5,3,6,In-Person,Annual,2025-12-16,30,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1469,61,Retired,32743,Married,1,419,8831,3365,5,148177,Retirement,3,465521,2,8,10,4,Email,Biannual,2025-04-15,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1470,18,Student,3576,Married,0,342,8682,500,2,643,Education,2,109393,6,4,5,8,Phone,Quarterly,2024-10-31,39,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1471,80,Retired,22836,Single,0,384,36160,1839,4,166011,Healthcare,5,266386,3,7,8,4,In-Person,Biannual,2024-08-02,32,budgeting;savings strategies;insurance review;emergency fund,treasury bonds;money market;CDs,3
+C1472,56,Salaried,176065,Divorced,0,473,114453,6620,3,463786,Retirement,11,3151969,6,8,5,7,Email,Biannual,2025-01-01,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1473,29,Unemployed,1447,Single,0,320,2211,500,2,4369,Retirement,32,52765,7,5,4,8,Phone,Monthly,2025-04-04,50,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1474,18,Student,5243,Single,0,342,3585,500,2,2881,Education,1,133240,7,3,4,7,Email,Biannual,2025-08-15,39,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1475,26,Unemployed,3103,Married,2,338,4513,500,2,1213,Debt Reduction,3,2169,5,7,7,7,App,Ad-hoc,2025-07-23,44,debt payoff strategies;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1476,42,Salaried,207755,Divorced,1,488,506347,10812,4,315593,Education,7,162205,7,8,5,7,App,Quarterly,2025-04-24,53,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1477,54,Self-Employed,172615,Married,2,444,186161,14962,6,407839,Retirement,14,4323749,4,9,7,6,App,Biannual,2024-08-12,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1478,51,Self-Employed,209995,Divorced,1,462,176380,9098,7,692614,Travel,1,28601,4,10,7,5,Email,Annual,2024-08-24,46,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1479,41,Self-Employed,35418,Married,1,431,55257,3086,3,65461,Home Purchase,2,193003,4,7,7,5,Email,Annual,2024-08-30,28,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1480,25,Student,11786,Married,1,380,21894,1317,1,2713,Emergency Fund,1,3141,7,5,3,7,Phone,Annual,2025-11-20,36,budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets,4
+C1481,78,Retired,37938,Married,0,407,49445,3197,3,342165,Retirement,1,340872,4,8,7,5,App,Biannual,2025-01-02,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1482,62,Retired,36031,Single,0,396,40932,2929,5,186330,Retirement,1,385351,4,8,8,4,Email,Annual,2025-01-19,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1483,48,Self-Employed,54258,Married,1,446,179580,6451,1,124775,Home Purchase,3,242195,9,6,2,6,Chat,Biannual,2024-11-12,32,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1484,21,Student,3461,Single,0,331,4494,500,3,3428,Travel,1,17877,5,4,7,7,App,Annual,2024-12-07,36,budgeting;savings strategies;credit score;college funding;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C1485,66,Retired,50280,Married,1,437,54073,5152,5,204763,Healthcare,10,195197,2,9,8,5,Email,Monthly,2024-08-24,39,tax optimization;estate planning;tax strategies;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C1486,58,Salaried,231302,Married,1,511,266114,13200,4,1015339,Retirement,2,2640619,6,8,5,8,App,Monthly,2025-12-02,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1487,32,Self-Employed,204242,Married,0,447,476462,11556,3,194768,Retirement,28,6882453,7,8,4,6,Email,Quarterly,2025-02-06,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1488,55,Self-Employed,63526,Widowed,1,435,30227,5081,3,167785,Wealth Accumulation,5,31224,7,9,5,5,Email,Quarterly,2025-12-02,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1489,56,Unemployed,1823,Married,1,338,2404,500,3,2621,Estate Planning,5,303139,3,9,8,4,Phone,Ad-hoc,2025-12-24,33,tax optimization;estate planning;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C1490,77,Retired,81786,Widowed,0,383,122577,3125,5,571990,Emergency Fund,1,32493,3,6,8,6,Email,Ad-hoc,2024-12-13,36,budgeting;savings strategies;business succession;insurance review;estate planning,treasury bonds;money market;CDs,3
+C1491,24,Salaried,122475,Married,1,450,90293,8730,3,35020,Travel,2,12915,7,9,3,7,App,Biannual,2025-05-23,55,tax optimization;estate planning;tax-efficient investing;risk management;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1492,65,Retired,29871,Married,0,417,17640,3223,4,152616,Estate Planning,7,1855895,1,6,10,4,Email,Annual,2025-12-24,23,budgeting;savings strategies;social security,treasury bonds;money market;CDs,2
+C1493,53,Unemployed,2071,Married,1,380,1670,500,5,33,Healthcare,3,278478,1,6,10,5,Email,Biannual,2024-09-23,34,budgeting;savings strategies;credit score;tax strategies;tax-efficient investing,treasury bonds;money market;CDs,3
+C1494,61,Retired,80743,Single,0,445,82824,3987,3,333946,Retirement,1,863193,4,5,8,3,Phone,Annual,2025-05-30,18,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1495,22,Student,21241,Divorced,1,350,31299,2137,2,3059,Travel,2,28348,7,4,4,6,App,Annual,2025-01-22,27,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C1496,78,Retired,53066,Divorced,0,369,87393,4181,6,466890,Estate Planning,20,873576,1,8,10,6,Email,Ad-hoc,2025-09-07,47,tax optimization;estate planning;investment allocation;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C1497,70,Retired,107101,Single,0,427,158162,4422,8,734669,Estate Planning,7,769478,2,7,9,4,In-Person,Monthly,2025-11-26,27,budgeting;savings strategies;medicare;retirement income;college funding,treasury bonds;money market;CDs,3
+C1498,38,Salaried,120985,Married,2,488,166040,10380,4,183298,Retirement,32,4565301,7,7,5,6,Chat,Quarterly,2025-11-22,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1499,59,Salaried,165514,Married,2,488,100137,16607,5,652697,Retirement,11,3843557,4,10,7,5,In-Person,Annual,2025-11-08,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1500,48,Salaried,233908,Married,0,482,376425,14764,3,434673,Retirement,13,4580813,7,10,3,6,Email,Quarterly,2025-06-26,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1501,19,Student,11561,Single,0,354,17963,1002,1,1773,Travel,5,10573,7,4,4,8,App,Monthly,2024-08-30,46,budgeting;savings strategies;long-term care;insurance review,growth stocks;sector ETFs;crypto assets,4
+C1502,37,Salaried,115306,Married,3,485,192129,11160,6,118656,Retirement,31,4091290,4,8,8,7,App,Biannual,2025-01-06,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1503,77,Retired,63127,Married,1,372,58363,5818,3,496953,Estate Planning,5,943191,6,8,5,7,Email,Quarterly,2025-01-27,39,tax optimization;estate planning;retirement income;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1504,38,Salaried,183955,Married,2,477,617211,16382,4,245648,Education,3,163403,8,6,4,5,Email,Annual,2025-12-17,29,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1505,54,Salaried,251484,Divorced,0,509,190442,10373,3,579426,Retirement,13,6775574,7,9,4,7,Phone,Annual,2025-11-21,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1506,78,Retired,74763,Divorced,0,428,28286,4021,4,626265,Healthcare,15,250442,5,8,6,6,In-Person,Quarterly,2025-09-11,37,tax optimization;estate planning;charitable giving;medicare;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1507,61,Retired,103328,Married,1,468,101593,7506,10,403981,Retirement,5,1851396,1,9,10,4,Email,Quarterly,2025-10-25,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C1508,33,Salaried,204179,Married,0,441,654961,9465,5,169663,Debt Reduction,2,326554,6,8,6,4,Email,Annual,2025-03-18,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1509,42,Self-Employed,221181,Widowed,0,477,819968,8472,5,358094,Home Purchase,7,987482,7,9,5,4,App,Annual,2024-07-09,34,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1510,63,Salaried,90880,Divorced,0,451,52066,4839,4,293002,Retirement,3,1326057,3,9,8,7,In-Person,Biannual,2024-07-13,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1511,22,Salaried,93858,Widowed,0,446,146655,3974,1,14850,Education,4,138578,9,5,2,6,App,Biannual,2025-06-14,28,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1512,25,Salaried,131924,Married,0,407,266619,6895,2,55374,Emergency Fund,1,115632,9,9,2,8,App,Monthly,2025-05-03,45,tax optimization;estate planning;insurance review;retirement income;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1513,59,Salaried,209962,Single,0,501,57234,6817,5,694977,Retirement,10,3457828,5,8,6,7,Email,Monthly,2025-10-27,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1514,61,Retired,106331,Married,1,469,46084,8455,4,454904,Healthcare,7,167272,6,8,5,7,In-Person,Monthly,2025-12-02,39,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1515,77,Retired,65538,Married,2,371,113536,6512,4,530918,Retirement,1,861638,4,7,8,4,Email,Quarterly,2025-01-19,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1516,42,Salaried,198791,Married,1,459,767190,15353,3,258020,Wealth Accumulation,5,142460,7,10,4,7,Email,Biannual,2024-08-30,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1517,46,Unemployed,4412,Married,0,395,12309,500,3,531,Wealth Accumulation,3,6816,4,6,6,7,App,Quarterly,2025-05-12,38,investment strategies;budgeting;savings strategies;insurance review;business succession,index funds;blue-chip stocks;corporate bonds,3
+C1518,28,Self-Employed,167834,Married,1,462,289905,11190,1,109079,Retirement,32,7397619,10,8,1,8,In-Person,Quarterly,2024-08-24,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1519,63,Retired,106210,Single,0,466,111188,3707,4,343978,Healthcare,5,219585,6,8,5,8,Email,Quarterly,2025-11-12,55,tax optimization;estate planning;business succession;tax strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1520,25,Salaried,203561,Single,1,453,258014,11723,2,53409,Home Purchase,10,1157326,9,8,2,6,Email,Annual,2025-12-04,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1521,47,Salaried,222208,Single,2,509,490649,17870,3,376573,Retirement,23,8047193,7,10,3,6,Phone,Quarterly,2025-04-14,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1522,63,Self-Employed,197574,Divorced,0,441,223359,9882,6,907625,Estate Planning,7,126456,6,8,6,4,In-Person,Annual,2025-03-09,26,tax optimization;estate planning;credit score;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1523,37,Self-Employed,144185,Married,2,448,285790,11608,5,150529,Retirement,27,6095990,7,7,5,6,Email,Quarterly,2025-12-21,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1524,20,Student,16911,Married,0,377,23251,1484,3,677,Travel,2,10439,6,5,5,6,App,Quarterly,2025-06-29,35,budgeting;savings strategies;credit score;tax strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,4
+C1525,74,Retired,24804,Married,2,357,36462,3012,4,162552,Travel,2,13436,2,4,10,4,Phone,Annual,2025-12-07,24,budgeting;savings strategies;investment allocation;long-term care,treasury bonds;money market;CDs,3
+C1526,57,Unemployed,254,Married,2,351,256,500,3,3186,Retirement,6,4851,3,7,7,4,App,Biannual,2025-06-07,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1527,40,Self-Employed,224455,Married,1,493,664732,11496,2,426471,Retirement,29,9409289,9,9,2,7,Email,Quarterly,2024-08-31,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1528,60,Salaried,59617,Married,1,427,51156,5737,5,218478,Retirement,2,711038,3,7,9,5,Phone,Monthly,2024-10-20,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1529,41,Unemployed,3401,Married,3,369,7598,500,3,29,Education,4,105116,3,7,8,6,Chat,Monthly,2025-12-12,43,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs;529 plan,2
+C1530,63,Retired,50638,Married,0,395,44394,4648,3,241190,Retirement,4,605238,4,8,7,6,Email,Quarterly,2025-09-18,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1531,26,Salaried,135594,Married,1,423,98062,9171,3,40943,Debt Reduction,2,103711,7,9,4,7,Email,Monthly,2024-08-06,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1532,28,Salaried,130487,Single,0,419,167420,5694,3,79220,Debt Reduction,2,235267,6,9,5,7,App,Quarterly,2024-10-06,55,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C1533,46,Salaried,95598,Married,0,477,159487,6646,4,144382,Education,2,127669,4,10,8,5,Email,Annual,2024-12-24,34,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C1534,58,Salaried,73425,Married,1,444,51066,4214,3,294446,Retirement,9,1203514,6,8,5,7,In-Person,Quarterly,2024-08-22,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1535,36,Self-Employed,45448,Single,0,398,73191,2653,2,43977,Business Investment,7,46562,7,6,3,5,Phone,Quarterly,2025-01-31,28,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C1536,29,Unemployed,2534,Married,0,348,4081,500,2,4527,Retirement,39,146810,5,6,5,6,App,Quarterly,2025-02-15,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1537,28,Self-Employed,260189,Married,0,457,187796,13687,2,180727,Emergency Fund,3,137282,8,9,2,7,In-Person,Monthly,2025-04-27,45,tax optimization;estate planning;risk management;long-term care;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1538,21,Unemployed,777,Single,0,327,1295,500,1,3286,Education,3,129048,6,6,4,6,Chat,Biannual,2024-12-16,35,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1539,47,Salaried,227678,Married,1,507,549387,21964,4,553072,Wealth Accumulation,7,367172,7,10,5,6,Email,Annual,2025-03-24,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1540,40,Salaried,64795,Married,2,467,161424,7541,3,95470,Business Investment,7,190419,6,8,5,4,Email,Annual,2024-08-25,25,tax optimization;estate planning;medicare;insurance review;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1541,49,Self-Employed,280610,Divorced,0,462,1026981,11544,3,571894,Home Purchase,2,1434274,8,10,3,4,Email,Biannual,2025-01-22,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1542,45,Salaried,101143,Single,0,466,145534,3885,6,216069,Home Purchase,5,408741,4,9,7,4,Email,Monthly,2024-08-10,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1543,61,Salaried,70476,Married,2,430,86440,6956,3,366854,Retirement,5,966180,5,7,7,4,Email,Annual,2025-11-07,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1544,22,Student,16995,Divorced,2,385,40249,1738,2,1254,Travel,3,17866,7,3,4,5,App,Quarterly,2025-06-21,27,budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets,3
+C1545,65,Self-Employed,143952,Married,1,438,157329,11966,4,1065592,Estate Planning,10,452785,7,6,5,7,App,Annual,2024-08-16,47,budgeting;savings strategies;investment allocation;insurance review,growth stocks;sector ETFs;crypto assets,4
+C1546,21,Student,13657,Divorced,0,378,14334,1116,3,2272,Education,1,139272,7,3,5,5,App,Monthly,2025-07-01,30,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1547,49,Salaried,81385,Married,0,456,192108,4672,3,192495,Home Purchase,3,462253,4,8,7,6,App,Monthly,2024-12-18,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1548,38,Salaried,52763,Divorced,2,414,108481,4837,3,66285,Retirement,25,1705019,5,8,5,7,Email,Monthly,2025-12-16,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C1549,19,Student,3707,Married,1,348,5848,500,2,3944,Education,4,137374,6,6,5,6,Email,Quarterly,2024-09-19,37,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C1550,49,Salaried,70848,Married,2,497,106116,4944,4,171244,Wealth Accumulation,7,54367,5,8,7,7,Chat,Annual,2025-09-04,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1551,59,Self-Employed,290971,Single,0,501,236194,15430,4,983335,Healthcare,20,76012,5,8,6,5,Phone,Monthly,2025-12-17,36,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1552,22,Unemployed,2304,Married,0,329,2972,500,2,3698,Home Purchase,3,10205,4,5,7,5,In-Person,Annual,2024-09-22,27,mortgage options;down payment;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1553,31,Salaried,263950,Married,1,482,871365,12550,2,156000,Home Purchase,3,1475837,8,7,2,5,Phone,Quarterly,2025-08-24,34,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1554,32,Salaried,252637,Married,1,476,608957,17606,3,178002,Debt Reduction,1,145779,7,8,5,4,Email,Annual,2024-09-16,36,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1555,60,Self-Employed,272686,Widowed,0,462,264513,12719,4,1670208,Healthcare,7,208425,4,9,6,6,In-Person,Monthly,2025-02-17,50,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1556,50,Salaried,115063,Married,1,502,81572,8052,6,257053,Retirement,14,3108600,3,10,9,3,Phone,Ad-hoc,2024-09-29,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C1557,77,Retired,42052,Single,0,366,62355,2645,2,301601,Travel,1,29680,6,7,5,8,Email,Quarterly,2025-04-21,49,budgeting;savings strategies;retirement income;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C1558,24,Student,9876,Married,0,329,20464,1069,2,3401,Emergency Fund,1,6683,6,7,5,7,Email,Monthly,2025-11-01,40,budgeting;savings strategies;tax strategies;social security;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C1559,82,Retired,82501,Single,0,398,45771,5295,4,606370,Estate Planning,10,625492,3,7,8,6,Phone,Quarterly,2024-09-17,39,budgeting;savings strategies;tax-efficient investing;business succession;retirement income,treasury bonds;money market;CDs,4
+C1560,20,Student,9454,Single,0,342,17145,676,2,1325,Education,3,172172,7,3,5,7,Email,Annual,2025-08-15,39,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1561,38,Unemployed,4160,Single,1,331,13173,500,2,4115,Retirement,23,110657,6,7,4,7,App,Annual,2025-10-20,51,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1562,61,Salaried,106540,Married,1,452,89651,6001,4,514108,Retirement,4,1476512,7,7,5,5,Phone,Quarterly,2024-12-03,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1563,43,Salaried,146539,Married,2,497,215176,12157,3,294301,Wealth Accumulation,7,239429,6,10,5,8,App,Monthly,2025-06-20,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1564,40,Self-Employed,288999,Married,0,491,913372,11818,2,636017,Wealth Accumulation,7,262458,8,9,3,6,Email,Monthly,2025-04-04,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1565,20,Student,17148,Divorced,1,365,32585,1613,2,3197,Travel,1,7699,7,5,4,7,Email,Quarterly,2025-02-17,47,budgeting;savings strategies;college funding;risk management;estate planning,growth stocks;sector ETFs;crypto assets,3
+C1566,58,Salaried,187322,Divorced,0,460,254262,11147,5,788315,Retirement,5,2556583,6,9,6,3,In-Person,Biannual,2025-09-27,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1567,25,Student,14396,Single,2,349,15871,1434,2,1086,Home Purchase,3,76008,7,4,5,6,App,Monthly,2025-07-08,37,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1568,60,Self-Employed,78085,Married,1,421,81897,4882,2,414183,Healthcare,10,221937,6,6,5,8,App,Monthly,2024-11-22,44,budgeting;savings strategies;college funding;tax strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C1569,75,Retired,64857,Married,1,375,63085,6452,3,442569,Healthcare,10,130888,3,8,7,7,Email,Biannual,2025-04-22,48,tax optimization;estate planning;risk management;charitable giving;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C1570,64,Retired,109294,Married,1,424,97435,5860,5,666143,Retirement,5,1472641,4,7,6,5,Email,Quarterly,2024-07-11,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C1571,64,Unemployed,4586,Single,0,351,1407,500,4,3231,Retirement,5,72309,2,5,9,6,Chat,Quarterly,2025-10-09,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1572,27,Salaried,137815,Married,1,457,214109,9552,4,52820,Debt Reduction,2,93586,6,10,6,7,App,Quarterly,2025-08-27,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1573,71,Retired,73014,Divorced,1,437,36972,3444,2,323281,Estate Planning,5,1819603,4,6,6,4,In-Person,Quarterly,2024-12-31,30,budgeting;savings strategies;investment allocation;risk management;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C1574,30,Unemployed,3156,Divorced,0,343,8043,500,4,4210,Home Purchase,5,14975,2,7,9,8,Phone,Monthly,2025-04-08,56,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs;high-yield savings,3
+C1575,31,Self-Employed,86404,Married,0,451,258466,5426,2,78807,Emergency Fund,1,31625,8,7,4,6,Email,Quarterly,2025-05-28,38,budgeting;savings strategies;emergency fund;tax strategies,growth stocks;sector ETFs;crypto assets,4
+C1576,65,Unemployed,3394,Married,0,339,1352,500,2,4437,Estate Planning,15,502705,4,6,6,4,In-Person,Annual,2025-07-09,24,budgeting;savings strategies;emergency fund;credit score;medicare,index funds;blue-chip stocks;corporate bonds,3
+C1577,48,Self-Employed,164710,Married,0,494,332757,13432,1,544446,Retirement,17,5304727,10,10,1,5,Email,Annual,2025-03-29,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1578,24,Student,16790,Divorced,1,371,19566,1550,1,2832,Emergency Fund,1,7637,7,7,3,7,App,Annual,2025-05-24,35,budgeting;savings strategies;tax-efficient investing;retirement income;credit score,growth stocks;sector ETFs;crypto assets,3
+C1579,39,Self-Employed,94613,Married,2,422,169831,8418,1,196338,Retirement,24,3590862,8,7,3,7,Email,Quarterly,2025-04-09,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1580,57,Salaried,199970,Single,0,499,96281,8403,2,729974,Retirement,8,3865158,8,7,3,6,Phone,Annual,2025-03-06,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1581,64,Retired,72822,Single,0,424,109256,3547,5,261344,Estate Planning,7,517316,3,7,8,5,Chat,Quarterly,2025-03-09,35,budgeting;savings strategies;investment allocation;emergency fund,treasury bonds;money market;CDs,2
+C1582,23,Student,17479,Married,1,381,29800,2070,2,145,Travel,1,26348,6,7,5,7,Email,Monthly,2025-07-09,46,budgeting;savings strategies;charitable giving;business succession;medicare,index funds;blue-chip stocks;corporate bonds,3
+C1583,84,Retired,26041,Married,1,394,12217,2782,3,215464,Estate Planning,15,201563,1,7,10,5,Phone,Annual,2024-11-16,27,budgeting;savings strategies;tax-efficient investing;medicare,treasury bonds;money market;CDs,3
+C1584,23,Unemployed,1705,Divorced,1,354,2449,500,2,3,Emergency Fund,2,1422,5,6,5,6,App,Monthly,2024-10-15,38,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C1585,26,Salaried,200370,Single,1,457,155718,13571,4,90114,Retirement,38,9553959,8,10,4,6,Chat,Monthly,2025-02-14,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1586,21,Student,20140,Single,0,342,32882,1583,2,2431,Education,10,125664,6,4,6,8,In-Person,Monthly,2025-07-25,46,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1587,57,Salaried,149009,Divorced,0,497,190886,8828,4,403564,Retirement,13,3066524,4,7,6,5,App,Monthly,2024-12-19,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C1588,21,Unemployed,4366,Married,1,321,3357,515,4,2623,Education,4,136817,5,4,7,6,App,Monthly,2025-02-19,37,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1589,37,Unemployed,680,Married,3,363,2368,500,3,2160,Home Purchase,7,3222,5,7,7,6,Email,Quarterly,2024-07-08,35,mortgage options;down payment;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1590,54,Unemployed,264,Single,0,371,179,500,4,1576,Retirement,7,5293,2,8,10,5,Email,Quarterly,2024-09-24,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1591,54,Self-Employed,139124,Single,1,497,47347,9897,4,392195,Travel,1,27225,8,10,4,7,Phone,Monthly,2024-09-22,42,tax optimization;estate planning;social security;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1592,70,Retired,69458,Married,0,420,27921,6024,4,309900,Emergency Fund,3,68112,5,10,7,7,App,Quarterly,2025-06-10,43,tax optimization;estate planning;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1593,84,Retired,45988,Single,0,369,18809,3315,6,402585,Estate Planning,5,986565,2,8,10,5,Chat,Quarterly,2025-05-25,35,tax optimization;estate planning;social security;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C1594,85,Retired,55588,Married,1,398,28315,5394,6,536608,Retirement,1,704862,2,8,10,3,Phone,Annual,2024-09-05,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1595,83,Retired,23253,Married,1,358,28790,2547,4,221978,Retirement,1,274682,4,6,8,6,App,Quarterly,2025-12-03,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1596,63,Unemployed,141,Widowed,0,329,114,500,4,2045,Retirement,6,2287,2,5,10,8,Phone,Monthly,2025-12-20,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C1597,49,Self-Employed,293116,Married,1,479,623973,25515,1,858491,Retirement,19,8468990,9,8,2,6,Email,Quarterly,2025-08-24,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1598,55,Self-Employed,127404,Married,1,480,120583,7949,4,394246,Retirement,8,2039402,5,10,5,4,App,Biannual,2025-12-19,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1599,28,Self-Employed,146550,Married,2,458,207818,11771,1,85517,Home Purchase,3,578320,10,8,2,8,App,Quarterly,2025-03-14,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1600,22,Self-Employed,171859,Married,0,421,205078,9536,1,32010,Education,3,139678,10,5,1,6,Phone,Quarterly,2025-04-23,35,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1601,19,Student,6744,Married,1,362,11502,714,2,1927,Travel,1,7495,5,4,5,7,Email,Monthly,2025-02-16,39,budgeting;savings strategies;medicare;emergency fund;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C1602,55,Self-Employed,40665,Married,0,438,64648,3176,1,172159,Wealth Accumulation,10,59289,8,8,3,4,Email,Annual,2025-04-07,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1603,20,Student,10389,Single,0,355,14770,866,2,109,Emergency Fund,2,6922,7,4,4,6,Chat,Monthly,2024-12-23,29,budgeting;savings strategies;estate planning;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C1604,18,Student,15033,Married,1,324,21000,1738,2,4443,Education,3,138534,6,4,5,7,App,Biannual,2024-12-09,31,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1605,49,Salaried,83369,Married,2,469,125616,7144,5,251967,Business Investment,3,11278,4,9,7,7,Phone,Annual,2025-10-12,52,tax optimization;estate planning;long-term care;credit score;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1606,24,Student,9343,Single,0,365,17311,787,1,4222,Travel,1,8519,7,6,4,6,Phone,Quarterly,2025-03-06,34,budgeting;savings strategies;retirement income;estate planning;college funding,growth stocks;sector ETFs;crypto assets,4
+C1607,38,Salaried,191559,Married,0,441,479594,11350,2,180616,Education,1,155370,7,7,3,7,App,Biannual,2025-05-04,36,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1608,79,Retired,82416,Married,0,406,25069,4171,3,663143,Healthcare,10,125212,6,10,5,3,In-Person,Biannual,2025-03-24,24,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1609,24,Student,4767,Married,0,331,7748,500,2,3060,Education,2,158388,6,6,4,8,Email,Monthly,2025-05-29,50,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1610,76,Retired,42402,Single,0,408,39833,2290,3,332931,Healthcare,10,220891,5,8,5,6,In-Person,Biannual,2024-07-08,35,tax optimization;estate planning;emergency fund;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1611,41,Salaried,59684,Married,1,477,84836,6742,2,107877,Business Investment,20,270398,6,8,5,7,Email,Quarterly,2024-08-03,54,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1612,67,Retired,103470,Married,0,450,45516,4000,8,510875,Travel,2,10369,2,7,10,6,In-Person,Monthly,2025-01-11,45,budgeting;savings strategies;tax strategies;estate planning,treasury bonds;money market;CDs,4
+C1613,43,Salaried,156688,Married,1,469,340486,12193,3,283682,Home Purchase,2,607512,7,9,4,7,Email,Quarterly,2025-03-28,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1614,59,Salaried,170729,Married,1,487,82446,9692,6,595819,Retirement,6,2894208,6,9,6,5,App,Monthly,2025-08-11,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1615,42,Unemployed,1459,Married,2,349,6036,500,3,2162,Business Investment,10,49680,3,7,8,7,Email,Quarterly,2025-07-25,42,budgeting;savings strategies;risk management;charitable giving,treasury bonds;money market;CDs,3
+C1616,18,Student,11996,Divorced,0,355,21070,986,2,3138,Education,7,142324,8,4,3,7,App,Monthly,2024-09-25,36,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1617,42,Self-Employed,176843,Married,2,482,252819,13048,2,425652,Retirement,28,5550174,9,9,2,4,Chat,Biannual,2025-05-26,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1618,43,Self-Employed,262561,Married,1,486,411706,20361,2,640905,Retirement,25,9906146,7,9,3,7,Email,Monthly,2025-05-14,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1619,33,Salaried,65166,Divorced,0,410,265627,4661,1,64731,Debt Reduction,3,60245,8,8,3,7,Email,Annual,2025-01-25,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1620,30,Salaried,130316,Married,1,433,224069,8557,2,52297,Retirement,33,5033452,7,6,4,8,Email,Monthly,2025-08-21,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C1621,28,Salaried,59761,Married,1,448,99944,6629,2,26067,Home Purchase,5,349152,8,8,4,6,Email,Quarterly,2024-08-25,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1622,64,Retired,68519,Divorced,1,400,100804,6414,3,312873,Retirement,4,1117637,6,9,5,3,Email,Biannual,2024-12-20,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1623,36,Salaried,142519,Married,1,438,433793,10341,4,178818,Education,1,166196,6,8,5,7,Phone,Monthly,2025-02-02,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C1624,47,Salaried,212275,Married,1,461,346821,15670,7,526338,Retirement,22,7513730,5,8,7,5,App,Biannual,2025-08-15,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1625,32,Salaried,53264,Single,0,436,65794,3777,3,35000,Emergency Fund,1,22990,6,7,6,4,App,Quarterly,2024-10-05,33,budgeting;savings strategies;credit score;charitable giving;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1626,31,Salaried,238975,Single,1,438,794826,12627,5,115106,Home Purchase,1,1069160,6,7,5,5,Email,Biannual,2024-07-19,27,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1627,38,Salaried,216619,Married,2,463,329284,15022,5,342502,Home Purchase,3,1428602,6,7,5,6,App,Quarterly,2025-11-15,43,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1628,74,Retired,51912,Married,0,401,13458,4044,4,277935,Travel,5,23033,2,9,9,3,Phone,Annual,2024-12-18,27,tax optimization;estate planning;business succession;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C1629,60,Self-Employed,290970,Married,0,462,138417,18815,5,1810952,Travel,5,26353,4,9,7,4,Email,Quarterly,2024-09-26,28,tax optimization;estate planning;credit score;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1630,64,Retired,105158,Married,0,464,97380,8944,9,564523,Retirement,1,1041823,2,6,9,8,Phone,Quarterly,2024-07-30,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,4
+C1631,24,Self-Employed,95789,Married,1,399,175473,5683,1,35754,Travel,2,28581,9,8,3,5,App,Biannual,2024-07-26,33,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1632,58,Self-Employed,127995,Married,2,473,107678,7810,5,568767,Retirement,6,2050340,5,10,7,3,Email,Annual,2025-04-21,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1633,63,Self-Employed,247623,Married,1,488,260534,14709,5,1759274,Wealth Accumulation,10,184948,5,9,6,5,In-Person,Biannual,2024-09-05,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1634,49,Salaried,214360,Married,2,524,238115,22232,2,486058,Retirement,15,6092946,7,9,3,6,Email,Quarterly,2024-12-10,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1635,40,Salaried,62736,Widowed,1,432,145112,6046,1,121631,Education,3,164031,8,8,2,4,App,Biannual,2024-08-03,32,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1636,45,Salaried,143595,Single,0,474,335045,6832,4,345657,Business Investment,3,491505,6,9,5,7,Phone,Monthly,2024-09-23,52,tax optimization;estate planning;emergency fund;business succession;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1637,55,Self-Employed,207766,Married,0,490,152402,14400,6,530874,Wealth Accumulation,3,130602,5,9,7,6,Email,Quarterly,2025-04-30,50,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1638,69,Retired,31178,Single,0,384,12942,2236,4,151314,Estate Planning,7,173903,2,5,8,7,Phone,Biannual,2025-10-02,47,budgeting;savings strategies;medicare;emergency fund,treasury bonds;money market;CDs,3
+C1639,43,Salaried,72985,Married,1,438,114497,4538,2,100240,Retirement,23,2094595,6,7,6,4,Phone,Quarterly,2025-03-23,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1640,70,Retired,107767,Single,0,450,118717,4463,6,465999,Healthcare,3,211987,3,6,7,6,Phone,Annual,2025-01-01,34,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C1641,47,Unemployed,1886,Married,2,344,7871,500,3,3700,Education,1,159112,5,7,7,7,Phone,Biannual,2024-07-30,49,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1642,59,Salaried,200065,Single,0,451,136058,11907,3,731667,Retirement,6,3611833,8,10,4,4,Email,Annual,2024-12-28,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1643,57,Self-Employed,192176,Single,0,484,207480,10489,5,921627,Healthcare,5,146353,5,7,6,6,Phone,Quarterly,2025-11-21,31,budgeting;savings strategies;tax-efficient investing;credit score;risk management,index funds;blue-chip stocks;corporate bonds,4
+C1644,27,Self-Employed,123684,Married,2,409,77901,12223,2,82082,Retirement,33,4429908,8,8,2,7,In-Person,Annual,2025-06-02,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1645,24,Student,7173,Widowed,2,371,5894,629,2,2838,Education,3,158018,7,5,4,8,App,Quarterly,2025-02-23,51,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1646,47,Salaried,171793,Married,2,496,168563,11431,2,282210,Retirement,23,5945593,8,8,3,6,Email,Biannual,2025-12-03,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1647,38,Unemployed,2140,Married,1,326,7743,500,3,1941,Retirement,23,78030,5,7,7,6,App,Biannual,2025-05-17,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1648,27,Salaried,183789,Married,0,440,129033,10734,1,84609,Retirement,36,9258502,9,6,1,7,App,Annual,2025-07-01,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1649,24,Student,16707,Single,0,393,18325,1315,1,464,Education,3,123109,8,6,4,6,Email,Ad-hoc,2025-04-21,32,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,2
+C1650,77,Retired,16727,Single,0,357,21834,1378,3,116393,Retirement,1,147906,1,6,9,8,In-Person,Monthly,2025-10-22,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C1651,58,Salaried,109096,Single,1,453,136327,5882,4,476919,Retirement,4,1823765,6,10,5,6,In-Person,Annual,2024-11-16,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1652,32,Salaried,92634,Married,1,433,293593,7359,2,47856,Debt Reduction,1,182202,7,7,4,6,App,Quarterly,2025-01-16,41,debt payoff strategies;budgeting;savings strategies;risk management;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1653,33,Salaried,157706,Single,0,471,405857,6517,2,96240,Retirement,36,8615878,8,7,2,8,Email,Monthly,2025-06-16,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1654,63,Salaried,46188,Married,0,441,61171,4171,3,203184,Retirement,1,429086,6,7,5,6,In-Person,Monthly,2024-07-08,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1655,54,Self-Employed,123811,Divorced,0,471,50193,5563,5,538339,Healthcare,7,123644,6,9,5,8,Phone,Quarterly,2025-08-16,46,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1656,21,Unemployed,2410,Married,0,330,4714,500,2,187,Emergency Fund,1,2293,7,5,4,8,App,Monthly,2024-10-18,47,budgeting;savings strategies;long-term care;retirement income,growth stocks;sector ETFs;crypto assets,4
+C1657,44,Salaried,224854,Single,1,475,316049,15610,5,378137,Wealth Accumulation,7,149706,6,10,5,5,App,Monthly,2025-05-11,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1658,20,Student,10641,Single,0,353,13560,842,3,556,Emergency Fund,1,9905,6,3,6,6,Email,Annual,2025-07-31,33,budgeting;savings strategies;investment allocation;tax strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C1659,33,Self-Employed,87174,Widowed,1,417,135109,3851,2,92784,Emergency Fund,2,84607,7,6,4,8,Email,Monthly,2025-05-08,47,budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets,4
+C1660,75,Retired,22053,Single,1,401,7896,1930,4,197368,Healthcare,7,177688,1,8,9,6,Email,Annual,2025-06-06,48,tax optimization;estate planning;college funding;credit score;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C1661,75,Retired,14843,Married,0,361,12961,1717,4,102571,Estate Planning,5,1655054,2,7,8,4,In-Person,Annual,2025-09-18,34,budgeting;savings strategies;social security,treasury bonds;money market;CDs,2
+C1662,65,Retired,66956,Married,0,436,108060,4956,3,333750,Healthcare,7,124599,6,7,5,6,App,Quarterly,2024-08-23,44,budgeting;savings strategies;college funding;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1663,71,Retired,41670,Married,2,377,70812,5068,5,222921,Estate Planning,5,555993,3,9,9,3,Phone,Ad-hoc,2024-12-01,32,tax optimization;estate planning;retirement income;emergency fund;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C1664,36,Self-Employed,301668,Single,0,489,430652,12643,5,502871,Home Purchase,1,1800882,7,10,5,7,App,Quarterly,2024-08-20,50,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1665,53,Salaried,153749,Single,0,503,165735,7456,3,297900,Wealth Accumulation,5,243257,7,8,5,4,In-Person,Biannual,2025-11-23,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1666,47,Salaried,215586,Married,0,499,606328,15547,4,452550,Retirement,14,5178634,7,10,4,8,Email,Quarterly,2025-01-05,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C1667,65,Salaried,148010,Married,0,467,59312,9583,5,645006,Estate Planning,3,1995381,4,7,8,8,In-Person,Monthly,2024-09-13,43,budgeting;savings strategies;investment allocation;risk management,index funds;blue-chip stocks;corporate bonds,3
+C1668,26,Salaried,84314,Married,2,419,52914,7391,2,27583,Debt Reduction,1,126572,8,5,4,6,App,Annual,2025-02-03,29,debt payoff strategies;budgeting;savings strategies;tax-efficient investing;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1669,69,Retired,20754,Single,1,409,21727,1965,3,118935,Retirement,1,212542,4,4,6,8,App,Monthly,2025-07-05,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1670,49,Self-Employed,231197,Married,0,515,338978,9404,1,589712,Home Purchase,3,1370999,8,10,2,6,Chat,Quarterly,2025-11-28,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1671,52,Unemployed,3307,Divorced,1,372,5298,500,3,2151,Retirement,10,75863,3,7,8,7,Phone,Quarterly,2024-11-24,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C1672,63,Salaried,59631,Married,1,448,50480,5359,4,352724,Retirement,1,714528,4,9,6,7,In-Person,Quarterly,2024-08-14,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1673,42,Unemployed,3488,Divorced,0,380,10182,500,5,1730,Retirement,23,123490,2,7,9,8,App,Annual,2025-12-19,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C1674,48,Salaried,106767,Single,0,469,182025,6189,3,266698,Wealth Accumulation,7,142632,7,9,4,6,Email,Quarterly,2024-08-21,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1675,58,Self-Employed,250095,Single,0,444,407789,14405,2,1303815,Retirement,3,3043582,8,10,3,6,Chat,Biannual,2025-09-03,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1676,63,Salaried,95658,Married,0,430,64528,5493,3,453588,Retirement,2,1361511,6,10,6,4,In-Person,Ad-hoc,2024-07-21,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1677,42,Self-Employed,250553,Married,1,464,884965,17871,4,480576,Retirement,28,9771402,8,9,4,5,Email,Monthly,2024-07-05,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1678,81,Retired,42557,Single,2,378,45882,4185,6,371735,Healthcare,20,178694,2,10,9,3,In-Person,Annual,2024-11-27,27,tax optimization;estate planning;tax-efficient investing;long-term care;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,2
+C1679,18,Student,10246,Single,0,351,17928,773,2,2616,Travel,2,28683,7,4,4,7,App,Quarterly,2024-07-26,41,budgeting;savings strategies;long-term care;medicare,growth stocks;sector ETFs;crypto assets,3
+C1680,26,Salaried,189616,Married,1,432,228641,8833,2,79131,Home Purchase,2,860100,9,6,3,8,Chat,Monthly,2025-04-21,50,mortgage options;down payment;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1681,42,Salaried,110819,Divorced,1,480,396113,7373,6,190099,Retirement,20,2820774,6,8,6,4,Email,Biannual,2025-11-24,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1682,32,Salaried,198212,Married,1,454,541620,17286,4,145383,Debt Reduction,3,350434,7,9,5,6,Email,Quarterly,2024-12-19,46,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1683,70,Retired,65956,Widowed,1,426,99949,4750,5,412689,Estate Planning,5,1623711,3,7,8,5,Email,Monthly,2024-08-30,31,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C1684,43,Salaried,217011,Married,3,493,288545,22014,4,447140,Retirement,25,7566404,7,8,4,5,App,Ad-hoc,2024-11-06,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1685,52,Unemployed,688,Married,1,383,615,500,4,1327,Retirement,9,12987,2,8,9,6,Email,Quarterly,2025-03-31,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C1686,31,Salaried,181479,Married,1,439,473619,15151,5,94555,Wealth Accumulation,5,141631,6,8,5,7,Chat,Annual,2024-11-21,50,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1687,36,Salaried,91587,Single,0,438,180958,5242,2,94670,Retirement,33,3368130,6,8,4,7,Email,Monthly,2025-11-01,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1688,79,Retired,59082,Married,1,414,31883,5841,3,561370,Estate Planning,7,418995,3,8,8,6,Phone,Monthly,2025-02-11,42,tax optimization;estate planning;insurance review;tax-efficient investing;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C1689,70,Retired,61636,Single,0,437,75695,3475,3,457460,Retirement,1,739009,5,6,6,4,Email,Quarterly,2024-11-22,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1690,49,Salaried,223698,Widowed,0,491,455356,13542,5,677251,Retirement,12,5495790,5,10,6,7,Email,Monthly,2025-10-11,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1691,24,Student,6634,Single,2,374,14540,646,2,4077,Travel,2,13659,7,6,4,7,App,Biannual,2025-07-04,44,budgeting;savings strategies;medicare;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C1692,22,Student,4419,Married,0,340,3899,500,1,4012,Debt Reduction,1,5780,6,5,4,6,App,Ad-hoc,2025-10-16,29,debt payoff strategies;budgeting;savings strategies;retirement income;emergency fund,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1693,80,Retired,54144,Single,0,384,64694,4690,5,466384,Estate Planning,15,1816871,2,10,9,6,Email,Monthly,2025-06-03,51,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,2
+C1694,43,Self-Employed,52942,Married,2,440,170615,5878,2,123024,Retirement,24,1581029,8,8,4,4,Phone,Biannual,2024-12-05,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C1695,46,Self-Employed,60738,Married,1,441,171852,6188,3,109315,Business Investment,7,457142,7,8,4,5,Phone,Biannual,2025-02-10,35,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1696,25,Salaried,105232,Married,1,411,195971,7009,2,41707,Home Purchase,3,712972,9,6,2,7,App,Quarterly,2024-08-29,43,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1697,32,Unemployed,8,Married,1,350,21,500,3,271,Home Purchase,5,33,5,6,6,6,Email,Monthly,2025-03-31,30,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1698,24,Student,10218,Married,1,334,16653,1144,1,1470,Travel,1,19414,8,5,2,6,App,Monthly,2025-07-01,31,budgeting;savings strategies;medicare;business succession,growth stocks;sector ETFs;crypto assets,3
+C1699,53,Salaried,93296,Divorced,0,452,38682,5956,4,238373,Healthcare,10,171659,5,10,7,7,Email,Monthly,2025-08-15,40,tax optimization;estate planning;charitable giving;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1700,25,Student,15973,Widowed,0,362,17480,1280,2,4507,Home Purchase,2,84872,5,6,5,8,App,Monthly,2025-12-22,52,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1701,45,Unemployed,2283,Married,2,366,4152,500,4,285,Retirement,24,79820,3,8,7,6,Email,Quarterly,2025-05-04,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1702,52,Self-Employed,123536,Married,2,463,57415,11000,3,451701,Estate Planning,5,1354446,7,9,4,5,Phone,Annual,2025-06-07,30,tax optimization;estate planning;college funding;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1703,39,Salaried,142894,Married,3,492,525313,10132,6,161606,Home Purchase,2,927388,4,8,8,5,App,Monthly,2024-09-14,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1704,65,Unemployed,4765,Single,0,368,2613,500,4,2982,Estate Planning,7,1736034,3,9,7,4,Chat,Biannual,2025-11-17,31,tax optimization;estate planning;retirement income;credit score;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C1705,21,Student,15659,Married,0,343,30777,1470,3,1954,Emergency Fund,1,13919,6,4,6,5,App,Monthly,2025-12-16,22,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C1706,23,Salaried,136207,Single,0,454,84687,5356,3,27420,Travel,1,8550,6,6,4,8,App,Biannual,2025-04-25,46,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,4
+C1707,65,Salaried,181257,Married,2,484,149841,12344,5,691395,Retirement,3,2087026,6,10,6,8,In-Person,Monthly,2025-10-29,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C1708,62,Retired,97361,Married,0,426,23976,6242,4,345996,Retirement,1,936319,3,6,7,4,Phone,Biannual,2025-08-07,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1709,28,Salaried,91828,Divorced,0,441,90263,3435,2,56347,Retirement,38,4122565,8,9,3,5,Phone,Biannual,2024-09-12,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1710,34,Salaried,210952,Married,2,488,326607,15423,4,142840,Retirement,34,7743756,7,8,5,4,In-Person,Biannual,2024-07-07,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1711,47,Self-Employed,66917,Married,2,479,190055,7159,1,143143,Home Purchase,7,325882,8,9,3,6,App,Biannual,2024-09-19,50,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1712,46,Salaried,234310,Married,2,475,421998,21915,5,545111,Education,5,115873,6,10,5,5,Email,Monthly,2025-10-27,44,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C1713,63,Salaried,221930,Single,0,496,262138,11570,1,906992,Retirement,7,3284845,8,8,2,5,App,Monthly,2025-06-03,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1714,27,Self-Employed,238123,Widowed,2,416,435405,19273,2,129042,Debt Reduction,3,188925,10,9,2,8,App,Quarterly,2024-09-29,57,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1715,42,Salaried,153879,Married,3,468,446346,13954,2,287305,Education,1,170047,9,10,2,5,In-Person,Quarterly,2024-11-02,42,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1716,19,Student,8341,Married,0,364,8900,872,2,1940,Travel,2,26217,6,5,5,7,App,Quarterly,2024-07-15,37,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C1717,75,Retired,43087,Single,0,381,50918,3560,4,288947,Healthcare,10,205448,3,8,9,4,Phone,Monthly,2025-09-13,30,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,2
+C1718,32,Unemployed,866,Single,0,370,2492,500,2,9,Home Purchase,7,5681,5,7,6,6,App,Quarterly,2025-07-11,36,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1719,47,Self-Employed,197457,Divorced,0,451,404160,12389,3,576717,Home Purchase,3,773451,7,9,4,5,Email,Quarterly,2025-07-03,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1720,35,Salaried,87187,Married,2,426,296427,6412,3,81527,Business Investment,7,344732,6,7,6,5,Email,Monthly,2025-10-21,39,budgeting;savings strategies;tax strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C1721,29,Unemployed,2209,Single,0,333,2150,500,4,2759,Emergency Fund,3,1119,4,7,8,6,Phone,Quarterly,2025-01-19,40,budgeting;savings strategies;business succession;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1722,20,Student,8058,Married,0,329,11069,811,2,271,Emergency Fund,1,3340,7,3,4,7,App,Monthly,2024-11-02,32,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,3
+C1723,45,Unemployed,2550,Married,2,371,4919,500,3,3617,Education,3,169996,6,6,5,7,Email,Quarterly,2025-10-19,40,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1724,58,Unemployed,3,Married,1,383,4,500,4,1139,Travel,1,25118,3,6,8,7,Email,Biannual,2025-04-08,35,budgeting;savings strategies;emergency fund;college funding;insurance review,treasury bonds;money market;CDs,3
+C1725,59,Salaried,253197,Single,0,474,81658,8621,6,1027496,Retirement,10,5210166,3,8,9,7,In-Person,Ad-hoc,2025-05-29,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C1726,71,Retired,52412,Married,1,392,31205,4940,4,268110,Healthcare,10,153594,2,10,9,5,Email,Annual,2025-02-01,43,tax optimization;estate planning;investment allocation;charitable giving;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C1727,49,Salaried,261426,Married,1,470,460956,22069,4,704046,Business Investment,10,372250,7,10,4,8,App,Monthly,2025-04-21,59,tax optimization;estate planning;investment allocation;charitable giving;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1728,63,Retired,35277,Married,1,387,54729,2851,3,166331,Retirement,7,639482,3,10,7,7,Email,Quarterly,2024-07-31,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,4
+C1729,47,Salaried,49165,Widowed,0,456,122809,4129,2,86262,Retirement,23,1740300,7,8,4,4,Email,Ad-hoc,2025-10-09,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1730,64,Salaried,126929,Single,0,449,116143,5158,9,747286,Healthcare,7,169814,2,7,9,7,Phone,Quarterly,2025-03-08,46,budgeting;savings strategies;social security,treasury bonds;money market;CDs,4
+C1731,23,Salaried,70940,Married,1,408,143954,3975,2,22234,Travel,1,20393,7,7,5,7,Phone,Quarterly,2025-07-09,44,budgeting;savings strategies;estate planning;long-term care;credit score,growth stocks;sector ETFs;crypto assets,2
+C1732,65,Self-Employed,197206,Married,0,430,281044,10399,3,999433,Healthcare,5,212929,7,10,3,4,Phone,Annual,2024-08-28,29,tax optimization;estate planning;business succession;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1733,23,Salaried,34860,Widowed,0,381,39319,2137,2,10088,Travel,3,16201,8,7,4,6,Chat,Annual,2024-10-29,33,budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets,2
+C1734,84,Retired,27862,Divorced,0,368,21947,2107,3,181035,Healthcare,5,263320,3,7,7,4,Email,Biannual,2025-06-24,29,budgeting;savings strategies;social security;estate planning;tax strategies,treasury bonds;money market;CDs,3
+C1735,60,Salaried,182975,Divorced,1,447,214307,11911,3,704220,Retirement,8,3829883,8,9,3,4,Chat,Biannual,2025-09-04,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1736,42,Unemployed,4068,Divorced,0,360,18126,500,4,1357,Business Investment,15,42644,2,6,9,6,Email,Biannual,2025-05-20,38,budgeting;savings strategies;tax strategies;retirement income,treasury bonds;money market;CDs,3
+C1737,68,Retired,92148,Married,2,416,101642,7969,6,411613,Retirement,1,1015464,1,10,10,5,Email,Quarterly,2025-09-04,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1738,30,Unemployed,1510,Single,0,321,5099,500,3,799,Emergency Fund,2,805,3,6,8,8,Email,Biannual,2025-04-30,47,budgeting;savings strategies;social security;charitable giving,treasury bonds;money market;CDs,3
+C1739,65,Salaried,149118,Married,1,448,81860,9751,5,673900,Estate Planning,15,1396767,6,7,6,5,In-Person,Quarterly,2025-06-24,30,budgeting;savings strategies;tax-efficient investing;business succession,index funds;blue-chip stocks;corporate bonds,3
+C1740,57,Salaried,118443,Married,2,474,43350,8918,4,522381,Retirement,12,2525772,6,9,6,4,Email,Ad-hoc,2024-10-10,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1741,60,Self-Employed,90567,Married,1,418,115158,6561,2,467895,Travel,1,23385,5,9,5,7,Email,Quarterly,2025-05-06,41,tax optimization;estate planning;social security;risk management;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1742,70,Retired,73566,Married,0,407,36722,4071,3,486530,Estate Planning,7,104231,2,5,8,5,In-Person,Monthly,2025-07-27,31,budgeting;savings strategies;charitable giving,treasury bonds;money market;CDs,3
+C1743,37,Unemployed,823,Single,0,359,1840,500,4,3183,Home Purchase,2,4291,3,7,8,7,Email,Monthly,2024-11-15,50,mortgage options;down payment;budgeting;savings strategies;social security,treasury bonds;money market;CDs;high-yield savings,3
+C1744,63,Unemployed,234,Married,1,335,199,500,4,2141,Retirement,6,4137,1,7,10,3,Email,Monthly,2025-07-31,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C1745,57,Salaried,146576,Married,1,490,85408,10679,7,611210,Retirement,3,1610517,3,10,8,7,Phone,Biannual,2024-10-01,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C1746,35,Salaried,84647,Single,0,472,212300,4206,3,106904,Wealth Accumulation,7,121291,6,6,5,5,App,Annual,2024-09-12,28,investment strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C1747,25,Salaried,185103,Married,1,445,324604,11850,3,49140,Emergency Fund,1,86662,7,10,4,6,App,Annual,2024-07-21,36,tax optimization;estate planning;credit score;social security;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1748,29,Salaried,106348,Married,2,426,78067,7384,2,67618,Debt Reduction,1,165989,9,10,3,7,Email,Monthly,2025-02-17,44,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1749,27,Salaried,77288,Married,2,421,142629,6041,3,38281,Debt Reduction,1,54515,6,6,5,7,App,Quarterly,2024-07-14,41,debt payoff strategies;budgeting;savings strategies;tax strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C1750,46,Salaried,79348,Single,0,490,98559,4143,3,143793,Business Investment,15,169849,5,9,6,6,App,Annual,2024-09-26,48,tax optimization;estate planning;risk management;social security;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1751,37,Unemployed,2881,Married,1,372,4360,500,2,2974,Wealth Accumulation,7,3249,5,6,5,4,App,Ad-hoc,2025-08-01,25,investment strategies;budgeting;savings strategies;risk management;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,2
+C1752,69,Retired,103632,Married,1,429,107722,8115,8,674241,Healthcare,3,109557,2,8,8,6,Email,Annual,2025-04-30,35,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,2
+C1753,51,Unemployed,1758,Married,1,395,2226,500,4,1125,Retirement,14,50135,1,7,10,4,Chat,Biannual,2025-01-28,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C1754,36,Salaried,75727,Widowed,0,428,208165,2688,2,104094,Business Investment,10,335380,7,9,3,4,App,Annual,2025-10-13,29,tax optimization;estate planning;credit score;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1755,62,Salaried,215095,Married,2,452,305334,23133,8,1004134,Wealth Accumulation,7,182830,4,10,8,7,Phone,Biannual,2025-12-14,59,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1756,33,Self-Employed,151488,Married,2,427,460979,8656,2,151109,Home Purchase,2,893831,9,10,2,7,Phone,Biannual,2025-10-02,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1757,33,Salaried,102694,Married,2,417,244932,8698,2,98866,Home Purchase,2,458124,7,8,3,6,App,Biannual,2025-11-25,45,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1758,53,Salaried,86399,Single,0,499,65405,4512,5,267046,Wealth Accumulation,5,118644,3,9,8,5,Chat,Quarterly,2025-07-07,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C1759,31,Self-Employed,73164,Divorced,1,417,109976,4184,1,63538,Home Purchase,2,501061,8,6,2,6,Phone,Monthly,2025-08-07,30,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1760,27,Self-Employed,127302,Single,0,418,134441,6486,1,50077,Emergency Fund,3,109833,10,9,1,6,App,Biannual,2025-04-05,48,tax optimization;estate planning;social security;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1761,28,Salaried,159016,Single,0,424,142227,10453,5,82226,Home Purchase,5,637640,7,9,5,7,App,Quarterly,2025-09-28,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1762,65,Salaried,86239,Married,1,437,137176,7676,3,531932,Estate Planning,5,772410,5,8,5,3,Phone,Quarterly,2025-01-31,24,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1763,35,Salaried,110601,Married,2,432,273516,8909,4,105741,Retirement,30,5300068,6,7,5,7,Email,Quarterly,2024-11-27,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C1764,45,Salaried,57323,Married,0,468,159463,4439,2,86575,Home Purchase,7,226680,7,8,5,6,App,Quarterly,2025-07-28,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1765,39,Self-Employed,81397,Divorced,1,442,250574,4379,1,141820,Home Purchase,3,490971,8,6,3,6,Email,Quarterly,2025-11-30,39,mortgage options;down payment;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1766,61,Self-Employed,296405,Married,1,478,243377,17051,3,1477037,Retirement,5,4472985,8,8,3,4,Phone,Annual,2025-06-04,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1767,42,Salaried,70615,Single,0,459,235021,4780,2,96354,Education,2,168392,6,8,4,7,Email,Quarterly,2025-11-09,38,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1768,63,Retired,42686,Single,0,431,29250,3580,4,169681,Retirement,1,383442,5,7,6,5,In-Person,Quarterly,2025-02-15,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1769,61,Salaried,222193,Widowed,0,472,185070,7229,8,924553,Wealth Accumulation,10,238203,3,8,8,4,Phone,Biannual,2024-10-05,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C1770,49,Unemployed,3759,Single,0,392,6520,500,4,3855,Home Purchase,5,19931,5,8,7,7,App,Quarterly,2024-08-17,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1771,25,Self-Employed,46622,Single,0,423,58660,3261,2,15695,Debt Reduction,1,55044,7,6,3,7,App,Quarterly,2024-07-25,35,debt payoff strategies;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1772,77,Retired,69370,Divorced,0,426,28434,4935,3,548411,Healthcare,7,51297,4,6,7,4,Phone,Annual,2025-12-16,31,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1773,27,Salaried,130310,Married,0,416,161898,5575,5,68726,Retirement,34,5579144,6,10,5,6,App,Quarterly,2025-11-12,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1774,44,Unemployed,1286,Married,2,383,2039,500,2,1133,Education,1,153672,6,5,5,7,In-Person,Biannual,2025-06-05,32,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1775,66,Retired,45024,Single,0,416,75466,2988,2,207044,Retirement,3,656013,6,6,4,5,Email,Quarterly,2025-12-22,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1776,33,Salaried,47841,Married,0,456,90508,3727,5,41428,Debt Reduction,2,36452,4,8,7,5,Email,Biannual,2025-09-21,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1777,53,Self-Employed,221871,Single,2,497,123100,16914,3,573856,Estate Planning,7,754687,6,10,4,6,Email,Monthly,2025-02-05,47,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1778,51,Salaried,122726,Married,2,507,72275,9685,5,333579,Retirement,9,2041816,6,10,5,5,In-Person,Biannual,2024-12-10,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1779,38,Unemployed,4539,Married,3,334,17823,613,2,1218,Home Purchase,2,18870,6,7,4,6,Phone,Monthly,2025-09-02,43,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1780,36,Salaried,41691,Divorced,0,407,116926,3180,3,39622,Retirement,25,1234587,5,7,7,4,Email,Quarterly,2024-10-22,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C1781,19,Student,17403,Single,0,342,33931,1344,2,2169,Travel,3,8427,7,3,5,7,In-Person,Quarterly,2024-08-12,38,budgeting;savings strategies;retirement income;charitable giving;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C1782,36,Self-Employed,274932,Single,0,469,506440,14867,1,267407,Retirement,27,11939400,8,7,2,7,In-Person,Annual,2025-09-04,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1783,36,Self-Employed,312439,Divorced,0,447,831291,14443,4,467901,Wealth Accumulation,10,477228,7,8,5,7,Email,Quarterly,2025-01-26,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1784,23,Student,12070,Divorced,1,367,15177,1070,2,2290,Education,3,162178,5,6,6,7,App,Monthly,2025-01-02,36,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1785,29,Salaried,207021,Single,0,453,222107,8161,2,118405,Retirement,38,10745737,8,7,3,7,Email,Quarterly,2024-11-12,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C1786,22,Salaried,55038,Single,0,436,91602,4592,2,8477,Travel,1,9392,7,7,4,7,App,Quarterly,2025-11-17,49,budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets,4
+C1787,71,Retired,40269,Single,0,409,37060,2389,7,311682,Estate Planning,7,232841,1,7,10,4,App,Biannual,2025-02-09,27,budgeting;savings strategies;medicare;retirement income;tax-efficient investing,treasury bonds;money market;CDs,3
+C1788,56,Self-Employed,122007,Divorced,0,459,128145,7316,3,356880,Retirement,13,2936800,7,10,4,7,App,Monthly,2025-11-03,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1789,47,Salaried,59570,Married,1,434,188721,7026,2,162919,Home Purchase,10,363119,6,9,5,7,App,Monthly,2025-04-11,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1790,42,Salaried,180243,Married,3,454,215237,14531,2,279590,Business Investment,5,123138,8,10,2,5,Email,Quarterly,2025-06-02,45,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1791,34,Salaried,167927,Married,1,434,443897,13704,5,187288,Home Purchase,1,973921,6,7,5,8,Phone,Biannual,2025-10-08,53,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1792,28,Self-Employed,141137,Married,0,463,255361,8271,2,91832,Debt Reduction,1,255760,8,7,3,7,App,Quarterly,2025-06-13,35,debt payoff strategies;budgeting;savings strategies;tax strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1793,23,Self-Employed,79870,Married,1,404,100903,5462,2,25155,Emergency Fund,2,35523,8,5,4,6,App,Quarterly,2025-03-27,30,budgeting;savings strategies;retirement income;risk management,growth stocks;sector ETFs;crypto assets,3
+C1794,61,Retired,102958,Single,0,437,108513,6511,7,336055,Healthcare,7,191596,4,9,7,6,Phone,Monthly,2025-02-14,44,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1795,70,Retired,26544,Single,0,398,8204,1962,3,153194,Estate Planning,7,1587085,4,8,7,3,Phone,Annual,2025-02-19,22,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1796,53,Salaried,90808,Divorced,0,477,42738,5897,5,210671,Retirement,9,1920951,3,9,8,6,Phone,Biannual,2025-11-19,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C1797,80,Retired,34327,Married,1,367,30511,3401,7,264890,Healthcare,5,133436,1,5,10,8,Email,Monthly,2024-07-16,48,budgeting;savings strategies;social security;tax strategies,treasury bonds;money market;CDs,4
+C1798,69,Retired,98994,Married,2,450,158428,7451,4,424350,Healthcare,7,131495,2,9,9,3,Phone,Annual,2025-10-29,25,tax optimization;estate planning;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C1799,35,Salaried,130139,Married,2,464,322943,10358,4,126916,Business Investment,3,160882,7,9,5,5,Email,Biannual,2025-12-17,43,tax optimization;estate planning;investment allocation;risk management;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1800,61,Salaried,244285,Married,1,457,378254,15701,4,1139082,Estate Planning,5,1960024,7,9,4,7,Phone,Biannual,2025-10-12,43,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1801,34,Self-Employed,94075,Married,2,448,298707,5280,2,95345,Debt Reduction,2,176791,7,7,4,6,App,Biannual,2024-11-19,43,debt payoff strategies;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1802,49,Self-Employed,323710,Married,1,520,802902,26415,3,989125,Wealth Accumulation,7,431259,8,10,3,6,Email,Biannual,2025-11-04,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1803,48,Self-Employed,68859,Single,0,441,200555,5219,4,245072,Wealth Accumulation,10,46269,6,7,6,8,Email,Quarterly,2025-12-15,58,investment strategies;budgeting;savings strategies;retirement income;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C1804,53,Unemployed,1875,Married,0,347,2674,500,3,3902,Wealth Accumulation,3,1819,4,8,7,3,Phone,Quarterly,2025-02-17,23,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1805,61,Retired,129998,Single,1,468,192077,9800,5,590766,Wealth Accumulation,5,209661,4,9,7,3,Phone,Biannual,2024-11-27,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1806,43,Salaried,220892,Married,1,475,760571,13962,1,498428,Wealth Accumulation,10,331647,9,9,2,5,Phone,Quarterly,2024-09-09,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1807,25,Self-Employed,97080,Widowed,2,434,105758,5953,1,47125,Emergency Fund,1,28828,9,7,1,6,In-Person,Monthly,2025-12-10,40,budgeting;savings strategies;charitable giving;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C1808,79,Retired,87439,Divorced,0,413,34798,3622,4,536250,Healthcare,10,273345,2,7,10,6,App,Biannual,2024-07-24,42,budgeting;savings strategies;medicare;social security,treasury bonds;money market;CDs,3
+C1809,64,Salaried,198314,Divorced,0,476,126808,13062,5,922525,Travel,1,22252,5,9,6,5,App,Monthly,2025-12-05,37,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1810,65,Salaried,83686,Divorced,0,457,121471,5877,3,338854,Retirement,2,1059237,4,9,7,6,Email,Quarterly,2025-09-26,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1811,22,Student,3432,Divorced,1,350,8538,500,2,1461,Travel,2,26383,6,6,6,6,App,Biannual,2025-05-11,38,budgeting;savings strategies;college funding;long-term care;risk management,index funds;blue-chip stocks;corporate bonds,3
+C1812,35,Salaried,145637,Married,3,471,231853,11870,2,119870,Business Investment,7,355535,8,8,3,5,In-Person,Annual,2025-02-08,28,tax optimization;estate planning;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1813,19,Student,10024,Single,0,344,13998,737,2,2074,Emergency Fund,1,9781,7,4,5,7,Email,Monthly,2024-10-12,34,budgeting;savings strategies;credit score;medicare;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C1814,74,Retired,70803,Married,1,383,21374,4944,5,558243,Estate Planning,5,973666,3,8,8,6,Phone,Monthly,2025-08-06,42,tax optimization;estate planning;investment allocation;long-term care;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C1815,54,Salaried,172273,Single,0,478,163345,7255,8,521430,Estate Planning,7,1123191,4,9,8,4,App,Biannual,2025-01-04,36,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1816,35,Unemployed,1907,Married,2,358,5172,500,2,3554,Retirement,28,84905,4,7,7,4,Email,Ad-hoc,2025-06-28,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1817,56,Salaried,149146,Single,0,500,101582,7573,3,473231,Retirement,13,2806591,6,9,5,6,In-Person,Monthly,2025-09-17,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1818,64,Salaried,81540,Married,0,452,89023,3748,4,384946,Retirement,4,1289426,4,5,7,7,In-Person,Quarterly,2024-11-25,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1819,51,Self-Employed,216524,Married,0,474,59264,12580,4,621310,Healthcare,10,181167,7,9,4,4,App,Biannual,2025-12-09,32,tax optimization;estate planning;business succession;medicare;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1820,23,Self-Employed,129029,Divorced,0,413,202923,7924,3,30379,Debt Reduction,2,184244,8,8,4,6,App,Biannual,2025-11-15,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1821,69,Retired,91499,Divorced,1,397,25458,6311,4,473118,Estate Planning,7,1758918,2,8,9,7,Chat,Monthly,2025-09-24,49,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C1822,44,Self-Employed,37048,Single,0,454,107310,2729,3,102965,Wealth Accumulation,10,19182,5,7,5,6,Email,Monthly,2025-06-23,45,investment strategies;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C1823,38,Self-Employed,199096,Married,1,464,656668,11239,2,387398,Home Purchase,1,1028219,9,8,3,6,App,Quarterly,2024-08-26,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1824,60,Retired,78568,Married,2,461,45019,4689,3,271919,Retirement,8,1498018,4,6,6,7,Email,Annual,2024-07-29,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C1825,56,Salaried,184176,Married,2,483,196206,17234,6,670538,Retirement,12,3823627,3,9,8,3,Phone,Ad-hoc,2025-01-14,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C1826,55,Self-Employed,71308,Married,0,437,78015,5699,3,238312,Retirement,12,1657547,5,9,6,6,App,Biannual,2025-07-20,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1827,23,Salaried,44084,Divorced,0,397,43101,2655,3,10095,Home Purchase,5,266962,6,5,4,8,Chat,Monthly,2025-08-12,47,mortgage options;down payment;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1828,61,Self-Employed,249050,Single,0,494,250156,11820,4,1463107,Healthcare,7,106437,6,10,4,3,Email,Annual,2024-08-15,32,tax optimization;estate planning;tax-efficient investing;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,1
+C1829,85,Retired,13093,Divorced,0,378,19681,1151,3,97984,Healthcare,10,62295,1,8,9,3,Phone,Annual,2024-11-17,23,tax optimization;estate planning;investment allocation;long-term care,treasury bonds;money market;CDs;tax-efficient funds,3
+C1830,22,Salaried,68029,Married,0,419,138782,6420,3,17348,Education,3,149315,7,6,5,7,In-Person,Monthly,2025-08-21,49,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1831,18,Student,12259,Single,0,354,10452,1155,3,2242,Education,4,174123,6,6,6,8,Phone,Ad-hoc,2025-10-11,47,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1832,26,Unemployed,4256,Married,2,355,7536,500,2,3240,Retirement,43,211233,4,6,7,5,App,Quarterly,2024-07-07,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1833,73,Retired,53053,Married,0,389,55523,5293,4,449415,Estate Planning,5,534403,3,6,8,5,Email,Biannual,2024-11-16,28,budgeting;savings strategies;emergency fund;charitable giving;tax strategies,treasury bonds;money market;CDs,2
+C1834,22,Student,17456,Married,0,350,24121,1898,1,4151,Education,3,149096,7,3,4,6,App,Ad-hoc,2025-06-22,30,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1835,52,Self-Employed,133894,Single,0,493,144717,5606,6,443752,Retirement,10,2513184,5,9,7,5,Phone,Biannual,2025-12-21,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1836,69,Retired,69030,Single,1,428,59558,5260,5,342888,Retirement,1,645341,3,7,8,6,App,Biannual,2025-03-29,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1837,26,Self-Employed,81330,Married,1,402,78099,4898,3,47075,Home Purchase,5,477352,7,7,5,7,App,Annual,2025-05-11,40,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1838,28,Salaried,61575,Divorced,2,414,111799,4963,2,23437,Home Purchase,5,247343,7,6,4,8,App,Quarterly,2025-12-04,38,mortgage options;down payment;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1839,44,Self-Employed,82894,Single,2,457,175780,5325,2,148165,Home Purchase,1,539967,7,10,4,6,Email,Quarterly,2025-12-18,45,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1840,82,Retired,16189,Single,0,350,20098,1208,3,147259,Retirement,1,167936,1,4,9,3,In-Person,Annual,2024-08-21,18,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C1841,67,Retired,71843,Married,0,432,78821,4585,2,456341,Healthcare,3,166081,5,6,6,7,Phone,Quarterly,2024-11-25,36,budgeting;savings strategies;tax-efficient investing;estate planning;risk management,index funds;blue-chip stocks;corporate bonds,3
+C1842,35,Self-Employed,141760,Widowed,2,439,479210,7811,4,212659,Wealth Accumulation,10,169312,6,8,5,7,App,Monthly,2024-07-15,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1843,69,Retired,99115,Single,0,441,32472,4662,4,614882,Healthcare,3,153184,5,8,7,7,Phone,Biannual,2025-01-07,39,tax optimization;estate planning;risk management;investment allocation;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1844,23,Student,17086,Divorced,0,392,19544,1295,2,3468,Education,3,159386,6,4,5,6,Email,Annual,2025-06-10,39,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1845,51,Self-Employed,33609,Single,0,462,54441,1909,4,90132,Retirement,10,618756,4,8,7,6,In-Person,Quarterly,2025-06-12,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1846,61,Salaried,106582,Married,0,442,35685,5266,4,467522,Travel,1,17254,7,10,5,5,In-Person,Quarterly,2025-07-27,38,tax optimization;estate planning;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1847,65,Unemployed,2095,Married,1,340,1549,500,4,4884,Retirement,1,20090,3,7,7,7,Email,Quarterly,2025-06-15,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1848,21,Student,11522,Single,0,351,22478,1143,2,4096,Education,7,112448,6,6,4,6,Email,Quarterly,2024-11-08,41,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1849,27,Salaried,219823,Married,1,433,421061,14115,3,81129,Retirement,36,8867105,8,8,4,6,App,Biannual,2025-01-12,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1850,19,Student,5276,Married,1,358,9893,583,2,4593,Education,4,121290,5,4,5,6,Email,Biannual,2025-09-20,33,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C1851,75,Retired,76797,Divorced,0,415,100888,4654,3,412778,Retirement,1,807183,5,7,6,7,Email,Ad-hoc,2024-09-27,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1852,55,Self-Employed,256777,Married,0,458,247086,11910,4,871763,Estate Planning,7,1645568,7,9,4,5,In-Person,Quarterly,2024-09-13,31,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1853,41,Salaried,156282,Married,2,491,250646,11569,5,266239,Business Investment,10,499160,5,8,6,7,Phone,Monthly,2025-09-01,37,tax optimization;estate planning;social security;medicare;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1854,55,Self-Employed,112019,Married,0,479,37209,5529,4,458643,Healthcare,10,239148,7,10,4,5,App,Quarterly,2024-08-18,42,tax optimization;estate planning;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1855,57,Unemployed,2473,Single,0,339,2159,500,4,1111,Wealth Accumulation,20,3157,1,6,10,6,App,Biannual,2025-03-21,30,investment strategies;budgeting;savings strategies;credit score,treasury bonds;money market;CDs,4
+C1856,39,Self-Employed,122968,Married,1,476,206457,10494,4,262001,Retirement,31,4511887,7,7,4,7,App,Biannual,2025-08-17,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C1857,76,Retired,25854,Divorced,0,402,16859,1932,5,199858,Retirement,1,245875,1,5,10,3,In-Person,Quarterly,2024-07-19,20,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C1858,52,Salaried,74837,Married,0,454,63141,5961,3,151603,Wealth Accumulation,20,82664,5,6,7,4,Email,Biannual,2025-10-25,22,investment strategies;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C1859,22,Salaried,98787,Single,0,441,107128,5681,2,24301,Education,3,120876,7,8,3,5,App,Monthly,2025-05-08,31,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C1860,59,Salaried,101906,Divorced,0,447,39133,4514,7,302592,Retirement,4,1370152,5,9,7,5,Phone,Annual,2025-01-20,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1861,42,Salaried,184819,Married,2,495,416661,17508,4,247017,Retirement,21,6871881,6,10,5,6,Email,Quarterly,2025-11-24,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1862,42,Salaried,124389,Married,2,494,200626,8175,4,185780,Retirement,19,3250437,5,8,5,5,In-Person,Biannual,2024-11-09,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1863,64,Retired,81390,Married,0,426,71280,4091,3,327960,Retirement,3,1112910,6,7,6,5,App,Quarterly,2025-12-12,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1864,30,Salaried,252509,Married,2,483,487453,26280,2,144360,Debt Reduction,1,354616,9,9,2,6,App,Annual,2025-06-29,36,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1865,56,Salaried,210333,Married,0,507,84594,12845,4,653598,Wealth Accumulation,7,187642,6,10,4,7,Email,Annual,2024-12-24,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1866,22,Unemployed,354,Divorced,1,339,619,500,3,4696,Debt Reduction,2,218,6,7,5,7,App,Monthly,2024-07-29,49,debt payoff strategies;budgeting;savings strategies;credit score;investment allocation,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1867,28,Self-Employed,116766,Married,0,449,95938,5056,2,68282,Debt Reduction,1,79395,9,7,2,7,App,Biannual,2025-11-25,48,debt payoff strategies;budgeting;savings strategies;tax-efficient investing;business succession,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1868,50,Salaried,173841,Married,2,497,158419,10944,4,248221,Retirement,11,3365310,6,9,6,7,In-Person,Biannual,2025-07-24,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C1869,19,Student,13376,Married,1,356,19270,1388,1,3588,Emergency Fund,1,5727,6,5,4,6,Email,Monthly,2025-04-26,40,budgeting;savings strategies;long-term care;retirement income;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C1870,46,Unemployed,2765,Single,2,363,3866,500,3,3094,Education,3,167078,3,8,8,7,Chat,Quarterly,2025-12-18,41,education savings;529 plans;financial aid strategies;tax optimization;estate planning,treasury bonds;money market;CDs;529 plan,4
+C1871,33,Unemployed,1465,Widowed,0,365,3851,500,2,3394,Debt Reduction,1,763,6,6,5,5,In-Person,Quarterly,2025-05-01,26,debt payoff strategies;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1872,60,Self-Employed,99572,Married,2,424,113700,8144,4,561768,Wealth Accumulation,5,95472,5,6,7,5,In-Person,Quarterly,2025-11-06,26,investment strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C1873,25,Salaried,158348,Divorced,0,452,283457,10147,1,44215,Emergency Fund,1,73462,10,9,1,8,App,Monthly,2025-07-18,47,tax optimization;estate planning;long-term care;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1874,20,Unemployed,394,Single,0,311,609,500,2,628,Education,3,117605,5,5,6,5,Email,Biannual,2025-04-11,34,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1875,32,Unemployed,2516,Divorced,1,336,8570,500,2,756,Home Purchase,5,9639,5,7,6,5,Chat,Quarterly,2024-10-08,30,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1876,36,Self-Employed,192415,Single,0,476,362709,10009,4,191398,Business Investment,7,215698,7,10,5,7,Phone,Biannual,2025-03-13,45,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1877,34,Salaried,170106,Married,2,473,550756,9626,3,154187,Emergency Fund,1,158837,8,8,3,6,Phone,Ad-hoc,2025-12-20,40,tax optimization;estate planning;risk management;charitable giving;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1878,24,Student,9965,Married,0,356,10464,915,2,3908,Travel,3,21253,6,5,4,6,App,Quarterly,2024-09-18,33,budgeting;savings strategies;risk management;social security;medicare,index funds;blue-chip stocks;corporate bonds,4
+C1879,34,Salaried,60642,Single,0,440,192654,4532,3,60925,Retirement,29,2688863,6,6,5,5,App,Quarterly,2024-08-25,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1880,32,Salaried,132673,Divorced,2,440,286276,8148,6,88567,Home Purchase,2,511862,4,7,8,5,App,Quarterly,2024-07-22,36,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1881,31,Unemployed,1494,Divorced,0,341,3686,500,4,4231,Debt Reduction,2,2535,5,8,7,4,App,Biannual,2024-08-21,35,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C1882,22,Salaried,52631,Divorced,1,403,55992,4380,2,9321,Home Purchase,3,335670,6,6,4,6,App,Quarterly,2024-07-11,30,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1883,62,Unemployed,2490,Divorced,0,326,1184,500,3,4873,Retirement,3,33801,3,4,8,7,Email,Annual,2024-07-11,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C1884,27,Unemployed,4273,Married,1,316,5331,500,2,1473,Wealth Accumulation,10,4317,7,5,4,6,App,Annual,2025-10-15,32,investment strategies;budgeting;savings strategies;tax strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C1885,79,Retired,81803,Single,0,377,87845,5295,4,769221,Retirement,1,732624,4,7,8,7,Email,Monthly,2025-10-30,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1886,19,Student,17722,Married,1,354,27714,2087,1,4406,Education,3,141789,7,7,3,8,App,Annual,2024-09-24,45,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1887,35,Self-Employed,127616,Married,2,416,227178,8679,3,134460,Wealth Accumulation,20,82678,7,8,4,7,App,Quarterly,2025-02-21,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1888,80,Retired,40265,Married,0,357,62143,3037,5,349373,Estate Planning,10,457561,2,8,9,3,In-Person,Annual,2024-07-07,26,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C1889,22,Student,12445,Married,0,341,20265,1207,2,2103,Education,10,155835,7,3,4,6,Email,Quarterly,2024-07-30,29,education savings;529 plans;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1890,39,Self-Employed,243871,Single,0,494,348629,16210,3,469753,Retirement,26,8922200,7,10,5,4,Email,Ad-hoc,2025-02-06,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1891,82,Retired,70114,Married,0,409,52147,4784,6,515999,Travel,5,15511,2,9,8,5,Phone,Annual,2025-07-23,36,tax optimization;estate planning;tax strategies;investment allocation;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C1892,31,Self-Employed,57632,Married,1,408,132069,5579,3,38089,Home Purchase,1,343430,6,7,5,6,Email,Quarterly,2025-03-08,35,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1893,71,Retired,81232,Single,0,418,68342,3030,3,485157,Retirement,1,822273,6,6,5,8,App,Biannual,2025-10-03,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1894,53,Salaried,169114,Married,2,488,166159,14677,3,511357,Retirement,7,3064314,7,9,5,8,In-Person,Quarterly,2025-05-03,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1895,27,Self-Employed,187164,Married,1,464,147056,9128,1,95602,Debt Reduction,1,303785,10,6,1,7,Phone,Biannual,2025-09-14,38,debt payoff strategies;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C1896,28,Salaried,212792,Married,1,479,306902,12857,1,109140,Home Purchase,10,1445944,9,7,2,6,App,Quarterly,2025-07-08,42,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1897,22,Salaried,118057,Divorced,0,400,109960,6503,2,25119,Education,10,127053,8,5,3,8,In-Person,Monthly,2025-11-13,40,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1898,30,Salaried,62998,Widowed,2,450,171634,4992,3,39072,Home Purchase,5,399084,6,7,5,4,App,Biannual,2025-10-11,33,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1899,51,Salaried,120687,Single,0,491,134114,5201,5,265463,Healthcare,20,254094,4,10,6,4,Email,Quarterly,2025-04-27,33,tax optimization;estate planning;social security;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1900,39,Self-Employed,148595,Married,2,469,522539,13753,4,271422,Retirement,29,4849539,6,7,4,7,Email,Quarterly,2025-01-06,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C1901,23,Student,9226,Single,0,347,7743,692,3,2350,Travel,1,6348,5,5,7,6,App,Quarterly,2025-09-18,28,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,4
+C1902,32,Salaried,177419,Married,1,429,707119,12252,3,118442,Debt Reduction,1,207560,6,9,5,7,App,Annual,2025-03-02,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C1903,43,Self-Employed,104707,Married,1,482,133786,9379,2,166254,Wealth Accumulation,5,70590,9,10,2,6,App,Quarterly,2024-10-25,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1904,79,Retired,84814,Married,1,430,91714,6812,3,525526,Estate Planning,5,1695333,5,10,6,6,Phone,Biannual,2025-09-02,50,tax optimization;estate planning;investment allocation;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1905,42,Self-Employed,158265,Married,1,465,227673,10166,3,301332,Education,3,138336,6,10,4,5,Email,Biannual,2025-10-31,37,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1906,29,Salaried,191772,Married,2,475,236290,18695,2,125831,Retirement,40,11369450,8,7,3,8,App,Quarterly,2025-05-20,50,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C1907,36,Self-Employed,155697,Married,1,432,186855,12061,4,172846,Retirement,24,4319844,6,9,5,4,In-Person,Biannual,2024-08-29,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C1908,46,Self-Employed,48773,Widowed,0,470,50116,3583,2,125183,Home Purchase,3,294614,7,8,4,5,Phone,Annual,2025-01-16,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1909,23,Student,4227,Married,1,341,7522,500,3,721,Emergency Fund,3,1458,5,4,7,5,App,Annual,2024-09-04,32,budgeting;savings strategies;medicare;estate planning;credit score,index funds;blue-chip stocks;corporate bonds,4
+C1910,79,Retired,78010,Divorced,0,395,76588,3404,3,521986,Travel,1,22857,6,9,5,6,Phone,Quarterly,2024-07-17,48,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1911,76,Retired,18257,Married,0,357,10082,1819,2,129140,Estate Planning,10,412425,5,8,6,4,In-Person,Ad-hoc,2025-02-03,33,tax optimization;estate planning;tax strategies;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1912,71,Retired,62281,Married,1,404,74380,4588,6,419075,Estate Planning,10,1283983,2,9,8,6,In-Person,Quarterly,2025-05-08,43,tax optimization;estate planning;emergency fund;risk management;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C1913,67,Retired,103927,Single,0,433,88974,5442,8,607742,Estate Planning,10,1497256,3,7,9,5,Phone,Annual,2025-11-18,27,budgeting;savings strategies;retirement income;risk management;charitable giving,treasury bonds;money market;CDs,2
+C1914,28,Salaried,59341,Married,1,448,52342,6735,3,24197,Wealth Accumulation,7,29600,7,7,5,7,In-Person,Ad-hoc,2025-10-06,39,investment strategies;budgeting;savings strategies;medicare;insurance review,growth stocks;sector ETFs;crypto assets,3
+C1915,44,Salaried,192577,Married,1,454,559407,12892,5,340478,Wealth Accumulation,10,225991,6,10,5,6,App,Quarterly,2024-07-26,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1916,27,Salaried,83546,Divorced,0,430,83474,2734,2,41188,Debt Reduction,3,128377,7,8,3,6,App,Ad-hoc,2024-11-18,41,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1917,63,Self-Employed,186778,Married,1,486,111776,16711,6,1202429,Wealth Accumulation,10,156815,5,9,7,6,Phone,Biannual,2024-08-28,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1918,47,Self-Employed,176370,Married,1,478,480218,14897,2,488789,Business Investment,15,452515,7,9,4,8,App,Ad-hoc,2025-10-10,60,tax optimization;estate planning;social security;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1919,30,Salaried,175289,Divorced,1,450,425069,8546,3,62296,Emergency Fund,1,109306,6,7,4,8,Email,Biannual,2025-03-28,41,budgeting;savings strategies;social security;emergency fund;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C1920,23,Salaried,46737,Married,0,425,41494,4569,1,11628,Emergency Fund,1,39278,8,6,2,5,Email,Quarterly,2025-07-02,34,budgeting;savings strategies;charitable giving;long-term care;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C1921,39,Salaried,227622,Married,1,503,746622,14869,2,321604,Education,4,118724,7,9,3,8,In-Person,Annual,2025-09-30,48,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1922,60,Salaried,219087,Single,0,503,90159,9732,6,1070525,Wealth Accumulation,7,334174,5,7,6,7,Email,Monthly,2024-11-02,41,investment strategies;budgeting;savings strategies;charitable giving;social security,index funds;blue-chip stocks;corporate bonds,4
+C1923,65,Salaried,162360,Divorced,0,448,246105,8518,5,633094,Estate Planning,20,1031841,5,9,6,8,Phone,Quarterly,2025-12-05,42,tax optimization;estate planning;tax strategies;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1924,52,Salaried,183254,Single,0,501,186004,7197,5,555616,Retirement,16,5535909,6,9,5,3,Phone,Quarterly,2024-07-07,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1925,26,Salaried,111275,Single,0,444,160381,5403,3,44461,Retirement,39,5089707,9,9,3,8,Phone,Biannual,2025-08-15,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1926,50,Salaried,67124,Married,1,449,34125,6267,4,156099,Healthcare,7,173015,2,9,8,4,App,Annual,2025-04-22,33,tax optimization;estate planning;retirement income;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C1927,61,Self-Employed,238253,Married,0,482,350199,13844,4,1450924,Healthcare,7,163788,5,8,5,6,Email,Monthly,2025-07-27,35,tax optimization;estate planning;retirement income;insurance review;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1928,47,Self-Employed,75334,Married,0,448,232000,3192,2,176588,Business Investment,15,279657,7,8,3,7,App,Quarterly,2024-12-27,38,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1929,41,Salaried,193873,Married,1,503,616217,11381,5,355981,Retirement,21,7111909,6,10,5,5,In-Person,Annual,2025-06-17,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1930,44,Salaried,53108,Married,1,443,124000,4538,4,96979,Business Investment,7,329221,4,10,7,5,Email,Monthly,2025-08-31,37,tax optimization;estate planning;risk management;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1931,85,Retired,50249,Married,0,369,59198,4567,3,457867,Estate Planning,10,701060,6,7,6,4,Phone,Biannual,2024-07-21,30,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C1932,46,Salaried,211114,Divorced,0,515,384988,9086,6,459543,Business Investment,7,477254,5,8,6,6,In-Person,Quarterly,2025-03-02,48,tax optimization;estate planning;charitable giving;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1933,30,Unemployed,4961,Married,0,346,19451,500,4,885,Retirement,33,182100,5,6,7,5,App,Quarterly,2024-11-03,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1934,54,Salaried,90548,Married,0,473,29694,4027,2,316761,Retirement,15,1891802,7,9,3,4,Phone,Biannual,2025-09-24,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C1935,37,Salaried,132225,Single,0,487,252071,5017,6,119642,Wealth Accumulation,20,170469,5,8,7,7,App,Biannual,2024-08-01,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1936,77,Retired,64319,Single,0,406,35426,3788,5,606755,Estate Planning,15,641199,3,8,8,3,App,Monthly,2025-09-26,29,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,2
+C1937,32,Self-Employed,144469,Divorced,1,429,263198,6445,4,106758,Debt Reduction,1,128179,7,7,5,6,Email,Quarterly,2025-09-11,36,debt payoff strategies;budgeting;savings strategies;risk management;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1938,46,Salaried,128957,Married,1,500,228658,9257,5,310438,Home Purchase,7,792377,5,9,5,8,App,Quarterly,2025-11-10,49,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C1939,60,Retired,69201,Divorced,0,418,17674,5719,3,306430,Retirement,7,1018784,5,8,5,6,Phone,Monthly,2024-11-13,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1940,42,Salaried,214710,Married,3,451,680849,22414,2,379220,Business Investment,7,73393,8,10,3,5,Email,Quarterly,2025-04-10,44,tax optimization;estate planning;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1941,25,Salaried,202502,Married,1,435,120205,16146,2,81047,Emergency Fund,2,177825,9,8,2,7,Email,Biannual,2025-12-10,53,tax optimization;estate planning;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C1942,35,Self-Employed,146569,Single,0,459,363018,4617,4,194313,Wealth Accumulation,3,130652,5,8,6,6,Email,Quarterly,2024-07-17,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1943,23,Student,7430,Single,2,327,16305,868,2,175,Education,4,112698,7,6,4,6,Chat,Annual,2025-03-01,35,education savings;529 plans;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1944,31,Salaried,169837,Married,1,431,746685,9760,3,98191,Home Purchase,3,1144681,8,9,3,7,App,Quarterly,2025-06-16,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1945,61,Retired,113216,Single,0,429,72038,6975,5,566241,Estate Planning,5,604841,5,10,6,4,Chat,Quarterly,2024-09-30,33,tax optimization;estate planning;business succession;social security;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1946,64,Salaried,189528,Married,1,489,204326,9573,4,849685,Retirement,1,2166040,7,10,5,6,App,Biannual,2025-08-03,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1947,57,Self-Employed,157925,Single,1,479,55337,12374,2,692804,Healthcare,5,259436,8,9,2,5,Email,Quarterly,2025-04-01,45,tax optimization;estate planning;tax-efficient investing;business succession;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1948,19,Student,15284,Married,1,334,21375,1532,2,569,Emergency Fund,1,10726,6,5,6,8,App,Ad-hoc,2025-01-29,36,budgeting;savings strategies;social security;risk management,index funds;blue-chip stocks;corporate bonds,3
+C1949,22,Salaried,141057,Married,0,458,113307,9001,2,28480,Education,7,153998,8,7,3,7,Phone,Monthly,2024-07-06,41,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1950,46,Salaried,71563,Married,1,454,218451,4093,3,156116,Education,3,130015,4,7,6,6,App,Monthly,2024-09-29,39,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C1951,38,Salaried,77051,Divorced,1,466,113824,4305,2,77368,Business Investment,10,126764,8,7,3,6,Email,Monthly,2024-08-13,40,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C1952,64,Retired,62014,Single,0,441,84597,3905,6,219279,Estate Planning,7,954704,2,8,9,7,Phone,Quarterly,2024-11-10,41,tax optimization;estate planning;college funding;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C1953,44,Salaried,127645,Married,1,477,287753,8268,4,172891,Retirement,25,5099755,6,10,5,6,App,Ad-hoc,2024-09-10,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1954,63,Self-Employed,249304,Married,2,459,169271,19916,4,1662550,Retirement,6,4748592,8,9,4,7,In-Person,Biannual,2025-10-15,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1955,33,Self-Employed,95454,Single,0,404,262746,4799,2,71790,Emergency Fund,2,55195,8,6,4,5,Email,Quarterly,2024-08-16,34,budgeting;savings strategies;tax strategies;long-term care;retirement income,growth stocks;sector ETFs;crypto assets,2
+C1956,51,Salaried,143711,Single,1,455,59792,8325,4,236914,Retirement,12,2690144,7,9,4,5,Chat,Quarterly,2025-06-12,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1957,20,Student,5768,Single,1,363,5256,532,1,1801,Emergency Fund,1,5439,8,5,3,6,Chat,Biannual,2025-02-14,31,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,3
+C1958,48,Self-Employed,267683,Single,0,516,760185,15087,2,609141,Wealth Accumulation,20,250380,8,10,2,5,Email,Monthly,2024-09-06,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C1959,32,Salaried,197803,Single,0,437,564796,8886,4,154446,Home Purchase,5,1164571,8,10,4,5,In-Person,Annual,2025-07-15,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1960,22,Self-Employed,50528,Divorced,0,409,56339,4378,2,9377,Education,2,136592,8,5,3,7,App,Monthly,2024-11-20,32,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C1961,70,Retired,95004,Married,0,401,57341,6892,4,421397,Estate Planning,5,512690,2,9,9,5,In-Person,Biannual,2025-07-03,44,tax optimization;estate planning;medicare;tax-efficient investing;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C1962,42,Salaried,86371,Single,1,460,175138,5598,3,162779,Wealth Accumulation,7,117981,4,9,7,4,App,Monthly,2024-09-18,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1963,47,Self-Employed,136414,Single,0,497,321383,7682,1,422631,Home Purchase,3,785556,8,8,2,7,Email,Biannual,2025-02-24,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C1964,41,Salaried,50740,Married,3,444,106511,6254,3,85176,Business Investment,7,59006,6,8,5,7,App,Biannual,2024-12-21,52,tax optimization;estate planning;tax strategies;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1965,26,Salaried,99678,Married,1,411,73897,7113,2,35115,Home Purchase,5,585091,8,8,3,7,App,Quarterly,2025-07-02,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C1966,27,Self-Employed,199110,Married,1,432,303057,13914,1,116387,Debt Reduction,1,334235,9,8,1,6,Email,Quarterly,2024-11-16,36,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C1967,43,Salaried,98360,Married,3,464,254680,6806,5,133198,Retirement,26,3699410,5,10,7,5,Email,Monthly,2025-08-12,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1968,32,Unemployed,4623,Married,2,370,16706,580,3,3333,Debt Reduction,1,2566,4,6,7,7,App,Quarterly,2024-09-30,38,debt payoff strategies;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C1969,26,Salaried,199356,Married,0,435,182979,12161,4,67499,Emergency Fund,3,62291,7,10,4,6,In-Person,Quarterly,2025-10-10,42,tax optimization;estate planning;insurance review;emergency fund;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1970,42,Self-Employed,33713,Married,2,443,115063,3434,2,75117,Retirement,23,1279851,6,8,4,4,Email,Annual,2025-12-18,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C1971,31,Salaried,135434,Married,2,455,349387,11305,4,71198,Debt Reduction,1,144538,8,8,4,5,App,Quarterly,2024-07-22,38,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C1972,65,Retired,67081,Married,2,417,79135,5963,5,288691,Retirement,1,717092,2,7,9,4,Email,Biannual,2025-11-02,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C1973,33,Salaried,122533,Single,0,431,183595,8302,5,103660,Wealth Accumulation,10,150435,5,10,5,6,Phone,Annual,2025-06-01,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C1974,22,Self-Employed,102613,Married,0,416,106667,5218,2,22270,Travel,5,23271,8,9,2,7,Phone,Annual,2025-12-03,49,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C1975,55,Salaried,223026,Married,1,484,71077,17882,4,797187,Retirement,12,3960312,8,7,4,8,In-Person,Quarterly,2025-03-27,53,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C1976,25,Self-Employed,32269,Single,0,423,42470,2247,2,9845,Retirement,40,1789183,8,6,4,7,App,Quarterly,2025-04-01,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C1977,41,Salaried,48341,Married,3,447,172960,6172,2,86569,Education,2,146407,7,6,4,6,In-Person,Quarterly,2024-08-07,38,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C1978,82,Retired,69672,Single,2,369,56147,6216,3,552982,Estate Planning,5,1770885,4,8,6,7,Chat,Monthly,2025-10-14,41,tax optimization;estate planning;tax strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1979,84,Retired,43730,Widowed,0,353,56674,2807,6,332383,Estate Planning,15,690351,1,8,10,5,App,Quarterly,2025-12-20,35,tax optimization;estate planning;social security;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C1980,33,Salaried,60178,Married,1,416,206298,6336,3,62413,Home Purchase,2,379994,6,7,5,4,App,Quarterly,2025-10-25,26,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C1981,30,Self-Employed,138902,Single,0,416,303667,6358,2,92289,Retirement,37,6573830,8,9,2,6,Phone,Monthly,2025-01-17,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C1982,33,Salaried,202338,Married,2,469,635108,14231,5,186627,Home Purchase,5,907872,5,9,5,6,Email,Annual,2025-09-25,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C1983,44,Self-Employed,240428,Single,0,448,831118,10135,2,565338,Retirement,18,6885808,9,9,2,6,Email,Annual,2024-12-08,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1984,61,Self-Employed,216430,Divorced,0,454,66538,7287,3,1209879,Wealth Accumulation,7,332552,6,8,5,6,In-Person,Annual,2025-03-16,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C1985,60,Salaried,211436,Married,2,466,185592,13218,4,843148,Healthcare,5,205857,6,7,6,4,Email,Monthly,2025-02-11,32,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C1986,41,Salaried,265457,Married,3,512,563747,24328,3,410640,Education,10,116485,8,9,3,6,App,Quarterly,2024-12-31,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C1987,54,Salaried,140775,Married,2,463,120542,12848,8,426573,Retirement,16,3451058,4,10,8,3,Phone,Annual,2024-12-09,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1988,85,Retired,26583,Married,1,349,26096,2929,3,167755,Estate Planning,5,522403,4,7,7,7,In-Person,Biannual,2024-08-26,42,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C1989,75,Retired,83621,Single,0,414,69000,5290,5,646773,Healthcare,5,298954,1,9,10,5,Phone,Monthly,2024-08-11,33,tax optimization;estate planning;business succession;tax-efficient investing;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C1990,49,Self-Employed,268764,Married,0,506,711042,17201,1,750759,Retirement,19,6347494,9,10,2,7,App,Biannual,2024-12-13,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C1991,50,Salaried,244661,Single,1,490,144005,10713,5,548331,Estate Planning,7,676963,5,8,5,4,Email,Annual,2025-12-06,31,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1992,80,Retired,85223,Married,0,389,139129,3238,6,729656,Healthcare,5,125660,2,9,9,7,App,Monthly,2024-11-04,53,tax optimization;estate planning;tax strategies;charitable giving;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C1993,25,Salaried,35691,Married,1,392,39748,3276,4,12210,Emergency Fund,1,32995,5,7,6,7,Email,Ad-hoc,2024-10-22,48,budgeting;savings strategies;college funding;long-term care;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C1994,33,Salaried,171946,Married,1,483,556406,9624,3,128272,Home Purchase,2,794033,8,7,4,5,App,Monthly,2025-09-01,39,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C1995,58,Salaried,155003,Married,1,490,124839,13165,7,640672,Retirement,2,1566738,4,10,7,4,Email,Biannual,2024-12-30,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C1996,25,Student,9207,Single,0,389,20387,748,2,3162,Debt Reduction,3,11331,6,8,5,5,Chat,Ad-hoc,2024-12-01,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C1997,67,Retired,78283,Married,2,424,31777,6029,4,494074,Healthcare,7,232692,5,8,6,6,In-Person,Monthly,2024-09-04,42,tax optimization;estate planning;investment allocation;risk management;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C1998,52,Unemployed,2378,Married,2,354,2818,500,5,4427,Wealth Accumulation,7,3707,2,7,10,5,Chat,Annual,2024-09-29,37,investment strategies;budgeting;savings strategies;insurance review,treasury bonds;money market;CDs,3
+C1999,29,Salaried,86417,Widowed,0,438,116708,4316,2,41357,Home Purchase,2,495453,7,7,4,7,App,Monthly,2025-03-25,46,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2000,52,Self-Employed,306444,Divorced,1,512,321746,16667,2,1133379,Retirement,14,7205667,9,8,2,5,In-Person,Biannual,2024-11-09,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2001,34,Salaried,177836,Married,2,490,234810,16165,3,115263,Home Purchase,3,707570,7,9,4,4,In-Person,Ad-hoc,2025-08-23,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2002,65,Retired,107214,Single,0,455,84571,4358,10,549210,Travel,1,23098,2,9,10,4,Email,Biannual,2024-11-16,27,tax optimization;estate planning;investment allocation;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C2003,19,Student,13846,Single,0,357,11976,1289,3,3119,Travel,3,16889,5,4,6,5,App,Monthly,2025-03-25,28,budgeting;savings strategies;long-term care;medicare,index funds;blue-chip stocks;corporate bonds,3
+C2004,78,Retired,24743,Married,2,380,28072,2564,4,142828,Healthcare,7,59801,3,6,7,6,App,Monthly,2025-06-24,38,budgeting;savings strategies;charitable giving;investment allocation;long-term care,treasury bonds;money market;CDs,3
+C2005,71,Retired,105475,Divorced,0,450,77834,4807,4,763414,Estate Planning,15,1642346,4,8,6,4,In-Person,Ad-hoc,2025-01-09,36,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2006,42,Self-Employed,41608,Married,1,431,99361,3320,3,74640,Education,10,127353,6,7,5,6,Email,Quarterly,2024-07-08,37,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2007,64,Unemployed,315,Married,1,361,429,500,4,4281,Healthcare,10,125926,2,7,8,3,Email,Quarterly,2024-09-23,27,budgeting;savings strategies;estate planning;tax strategies;tax-efficient investing,treasury bonds;money market;CDs,2
+C2008,57,Self-Employed,179736,Married,2,483,136759,15637,6,685655,Retirement,10,3987654,5,9,7,8,App,Ad-hoc,2025-08-23,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2009,52,Salaried,107729,Single,0,459,31609,3868,3,264045,Wealth Accumulation,7,71951,7,8,5,6,In-Person,Biannual,2025-03-17,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2010,58,Unemployed,4142,Married,2,372,5886,500,2,1480,Healthcare,10,132507,5,8,6,5,Email,Monthly,2025-12-05,36,tax optimization;estate planning;long-term care;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2011,52,Salaried,236771,Married,1,507,168890,14472,4,729899,Wealth Accumulation,10,191013,6,9,5,5,In-Person,Annual,2025-04-20,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2012,42,Salaried,149279,Married,0,466,227383,10428,3,294914,Home Purchase,3,943174,7,9,3,4,Email,Biannual,2025-06-02,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2013,61,Retired,107174,Married,2,435,80234,9597,9,362046,Healthcare,5,112249,2,9,9,4,Email,Ad-hoc,2025-12-09,30,tax optimization;estate planning;long-term care;credit score;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C2014,47,Salaried,112812,Married,1,482,118339,8064,4,310568,Retirement,19,3139621,6,7,4,5,Phone,Monthly,2024-07-17,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C2015,24,Unemployed,4048,Married,0,307,8567,500,3,3236,Education,5,145172,5,6,6,7,App,Quarterly,2025-01-27,41,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2016,63,Retired,108629,Married,0,452,36342,6130,4,513965,Estate Planning,7,137484,5,6,6,7,Email,Ad-hoc,2025-07-23,38,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,4
+C2017,28,Salaried,87775,Divorced,0,434,81386,4699,2,46772,Retirement,39,4040226,7,6,3,7,App,Quarterly,2025-08-26,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C2018,81,Retired,66066,Divorced,0,381,94109,4150,3,666903,Estate Planning,10,131910,5,7,7,5,Email,Biannual,2024-09-24,30,budgeting;savings strategies;social security;long-term care;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C2019,58,Self-Employed,83357,Married,1,423,67683,5307,2,388531,Healthcare,5,86953,7,10,4,6,App,Quarterly,2024-08-11,47,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2020,37,Salaried,54345,Divorced,2,416,146669,4546,3,77451,Retirement,23,1812225,5,8,6,5,App,Quarterly,2024-12-30,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2021,32,Salaried,206055,Married,1,430,505084,16813,2,121766,Emergency Fund,2,168047,7,8,3,5,Phone,Monthly,2024-07-13,40,tax optimization;estate planning;long-term care;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2022,21,Student,15784,Divorced,1,354,20649,1392,3,2514,Education,7,132351,6,3,5,6,App,Quarterly,2024-12-25,29,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2023,57,Salaried,156253,Single,0,500,161083,5353,4,563847,Estate Planning,5,105396,4,9,7,7,Email,Annual,2025-03-23,46,tax optimization;estate planning;charitable giving;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2024,40,Self-Employed,208161,Divorced,0,437,580575,10128,1,266719,Home Purchase,1,1136439,10,8,1,5,Phone,Monthly,2025-03-08,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2025,25,Student,12036,Divorced,0,343,9913,1001,3,1068,Retirement,39,545347,6,5,5,6,App,Quarterly,2025-11-21,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2026,74,Retired,38420,Married,0,423,23863,2897,3,190830,Retirement,1,464326,4,9,7,5,In-Person,Biannual,2025-05-25,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2027,35,Unemployed,1746,Married,1,378,4958,500,4,2917,Home Purchase,3,8930,3,7,7,5,Email,Biannual,2025-09-21,31,mortgage options;down payment;budgeting;savings strategies;estate planning,treasury bonds;money market;CDs;high-yield savings,3
+C2028,62,Self-Employed,72482,Married,1,449,18281,5219,4,361633,Retirement,2,928699,5,8,6,5,In-Person,Annual,2025-05-19,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2029,73,Retired,46400,Single,0,432,53744,2943,4,306753,Estate Planning,7,862693,1,7,10,6,In-Person,Annual,2024-10-18,32,budgeting;savings strategies;retirement income;social security;insurance review,treasury bonds;money market;CDs,2
+C2030,59,Salaried,68773,Married,2,445,70686,7440,2,246512,Estate Planning,3,283393,6,7,5,5,In-Person,Ad-hoc,2025-09-04,35,budgeting;savings strategies;risk management;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C2031,20,Student,15839,Married,0,329,29151,1592,2,1661,Travel,1,13502,6,5,4,7,App,Biannual,2024-11-24,33,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C2032,54,Self-Employed,64850,Married,2,478,18371,7239,2,222411,Travel,1,25325,8,9,3,4,In-Person,Annual,2025-08-03,36,tax optimization;estate planning;retirement income;insurance review;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2033,44,Salaried,118991,Single,0,447,174476,5796,4,260159,Retirement,17,2873442,6,10,5,6,App,Annual,2025-06-19,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2034,63,Retired,76033,Married,1,447,24319,4538,4,317587,Retirement,7,1038356,5,10,7,6,Phone,Quarterly,2024-07-27,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2035,22,Student,6798,Married,0,324,6368,661,2,3604,Education,3,157580,5,5,7,5,Phone,Quarterly,2025-04-07,28,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2036,69,Retired,20692,Married,2,408,11315,2316,3,145449,Healthcare,7,231734,4,4,7,6,Phone,Quarterly,2025-02-23,32,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C2037,41,Salaried,226501,Widowed,1,506,305817,15064,5,255748,Retirement,21,6873466,6,10,6,5,App,Biannual,2024-07-11,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2038,25,Student,22329,Divorced,0,403,28533,2105,2,1721,Home Purchase,5,103456,7,5,4,5,Chat,Ad-hoc,2025-01-12,26,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2039,24,Self-Employed,156618,Married,0,423,224987,9479,2,49940,Home Purchase,5,888298,9,8,2,7,App,Biannual,2025-05-28,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2040,42,Self-Employed,239310,Single,0,497,771309,15026,3,491311,Home Purchase,3,1069234,6,9,5,6,Phone,Quarterly,2025-12-10,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2041,60,Self-Employed,229637,Married,0,481,275244,13215,6,1302917,Retirement,5,2887411,4,10,7,4,Email,Monthly,2025-11-10,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2042,28,Self-Employed,204971,Single,1,431,222305,10385,1,118019,Home Purchase,1,1304673,9,8,1,8,App,Quarterly,2025-06-19,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2043,39,Salaried,96754,Married,3,458,346648,7480,2,107786,Home Purchase,2,551666,6,8,4,6,Phone,Biannual,2025-02-18,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2044,55,Salaried,217374,Divorced,0,500,129540,11834,5,610604,Estate Planning,5,106171,7,8,5,7,Email,Quarterly,2024-10-11,44,tax optimization;estate planning;risk management;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2045,51,Unemployed,4131,Divorced,1,355,3415,500,5,1000,Wealth Accumulation,3,2054,3,7,9,3,In-Person,Quarterly,2025-05-06,26,investment strategies;budgeting;savings strategies;social security;retirement income,treasury bonds;money market;CDs,2
+C2046,69,Retired,31751,Single,0,382,44803,1821,7,133001,Retirement,1,370181,2,8,10,5,Email,Quarterly,2025-03-02,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C2047,63,Self-Employed,172118,Divorced,1,434,151402,8432,3,1144332,Retirement,1,1817829,7,9,4,8,App,Monthly,2025-06-11,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2048,65,Self-Employed,237769,Married,1,445,289785,11371,4,1825524,Travel,2,17521,6,8,5,4,In-Person,Annual,2025-11-12,29,tax optimization;estate planning;long-term care;emergency fund;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2049,22,Student,6359,Single,0,365,6187,500,1,3542,Education,4,160352,7,3,3,6,App,Quarterly,2025-12-16,34,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2050,61,Salaried,167263,Married,1,442,144021,15518,7,683334,Travel,3,26754,4,9,7,6,In-Person,Monthly,2024-08-18,36,tax optimization;estate planning;social security;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2051,76,Retired,28475,Married,1,368,9987,2865,3,178620,Estate Planning,3,1590818,5,7,6,4,App,Annual,2025-08-14,34,budgeting;savings strategies;estate planning;long-term care;college funding,index funds;blue-chip stocks;corporate bonds,3
+C2052,34,Salaried,170513,Divorced,0,433,418377,6343,2,143401,Home Purchase,2,773722,9,7,2,6,App,Quarterly,2025-07-25,36,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2053,19,Student,15831,Single,1,375,12131,1671,2,1645,Education,1,149987,6,5,6,7,App,Annual,2025-02-09,39,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2054,50,Self-Employed,156314,Divorced,0,449,56115,8628,2,425596,Retirement,13,3176924,7,10,3,4,Email,Biannual,2025-11-01,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2055,82,Retired,22138,Married,1,364,26262,2303,3,215736,Healthcare,5,53471,3,7,7,5,Email,Biannual,2025-03-16,34,budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs,3
+C2056,47,Salaried,58720,Single,0,455,192369,3388,2,148039,Education,1,153961,8,9,3,6,App,Quarterly,2024-12-05,48,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C2057,65,Unemployed,4281,Divorced,1,322,1846,500,2,2531,Travel,2,10741,5,6,7,6,In-Person,Quarterly,2025-11-25,34,budgeting;savings strategies;college funding;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C2058,29,Self-Employed,130750,Single,2,421,111082,6835,3,65258,Debt Reduction,1,95832,8,9,3,7,Email,Monthly,2025-01-14,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2059,63,Self-Employed,143097,Single,0,463,140504,5738,3,926182,Retirement,1,1294506,7,8,3,6,Phone,Quarterly,2025-04-30,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2060,24,Student,14835,Single,0,344,20830,1264,2,1733,Travel,1,7337,6,6,5,7,Chat,Quarterly,2024-08-21,45,budgeting;savings strategies;long-term care;credit score;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C2061,46,Salaried,155179,Married,2,507,254117,10464,3,320934,Home Purchase,1,760433,7,7,3,7,App,Quarterly,2024-08-17,44,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2062,38,Salaried,118647,Single,2,450,397174,8666,6,109363,Retirement,25,4449520,5,9,6,5,Email,Biannual,2024-12-30,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2063,37,Salaried,76620,Divorced,2,447,127502,5951,2,110657,Home Purchase,7,486189,7,7,4,4,Email,Annual,2025-08-10,33,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2064,41,Salaried,249390,Married,2,473,675390,15837,4,515267,Business Investment,3,410157,6,8,5,5,Email,Annual,2025-06-16,36,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2065,43,Salaried,79474,Single,0,477,262355,5029,4,173618,Retirement,20,2330074,5,7,6,7,Email,Quarterly,2024-12-31,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2066,47,Self-Employed,70785,Married,2,449,129986,4301,2,236001,Education,3,130870,8,9,3,6,Email,Quarterly,2025-04-16,41,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C2067,38,Salaried,52314,Married,1,443,168679,5424,5,70655,Education,4,111999,4,8,8,7,Email,Biannual,2025-02-14,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2068,33,Salaried,226788,Single,2,439,523667,17227,3,220246,Home Purchase,5,1032005,8,9,3,4,Email,Ad-hoc,2024-08-21,26,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2069,56,Salaried,53246,Single,0,466,46438,4171,2,184287,Estate Planning,20,758181,7,7,4,7,In-Person,Annual,2024-08-11,47,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,3
+C2070,28,Unemployed,2432,Divorced,0,351,2435,500,3,3811,Debt Reduction,2,4182,5,7,5,7,In-Person,Biannual,2024-12-05,35,debt payoff strategies;budgeting;savings strategies;charitable giving;emergency fund,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2071,38,Salaried,98951,Divorced,0,442,244987,4040,2,165707,Home Purchase,2,439233,6,9,6,6,App,Annual,2025-01-31,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2072,56,Salaried,44335,Single,0,451,35185,2606,3,127967,Estate Planning,5,680748,4,9,6,7,In-Person,Quarterly,2024-09-02,44,tax optimization;estate planning;risk management;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2073,23,Self-Employed,112938,Married,0,413,100009,6369,1,29926,Emergency Fund,1,47355,9,7,2,7,In-Person,Quarterly,2025-11-12,37,budgeting;savings strategies;investment allocation;estate planning,growth stocks;sector ETFs;crypto assets,3
+C2074,24,Student,23351,Single,2,401,20704,2081,2,4585,Education,5,114842,7,6,4,6,Chat,Quarterly,2024-12-14,35,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2075,32,Salaried,69419,Single,0,440,239675,4458,2,59307,Debt Reduction,1,58183,7,8,4,6,App,Annual,2024-08-20,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2076,34,Salaried,221585,Divorced,0,461,282224,7575,5,181896,Home Purchase,5,1055625,6,7,5,6,Phone,Biannual,2025-08-08,34,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2077,81,Retired,79393,Single,0,408,134789,3154,3,616449,Estate Planning,5,592116,4,8,7,5,Phone,Monthly,2025-01-04,39,tax optimization;estate planning;risk management;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2078,61,Unemployed,3042,Married,0,342,3145,500,4,169,Estate Planning,7,443447,1,5,10,5,Email,Quarterly,2025-11-27,24,budgeting;savings strategies;social security,treasury bonds;money market;CDs,4
+C2079,32,Self-Employed,227175,Married,1,465,535897,11582,3,165562,Debt Reduction,1,435822,7,8,4,5,Email,Quarterly,2025-03-14,33,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2080,61,Salaried,201555,Single,2,481,253722,12686,5,1045484,Wealth Accumulation,10,157311,6,10,5,5,In-Person,Monthly,2025-08-31,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2081,83,Retired,44708,Married,0,401,21779,3443,4,450439,Estate Planning,15,667101,4,8,8,7,Phone,Biannual,2024-07-28,50,tax optimization;estate planning;investment allocation;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2082,49,Unemployed,1127,Married,1,363,3571,500,3,3430,Education,7,117103,2,7,8,8,Phone,Quarterly,2024-09-20,48,education savings;529 plans;budgeting;savings strategies;business succession,treasury bonds;money market;CDs;529 plan,4
+C2083,61,Salaried,179003,Single,0,481,251918,9648,4,806040,Retirement,9,3804719,5,7,6,4,In-Person,Annual,2025-05-06,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2084,79,Retired,81292,Married,1,397,123189,6389,4,727090,Retirement,1,1053408,4,8,7,3,Phone,Annual,2024-11-16,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2085,73,Retired,45220,Single,0,421,54780,2623,4,354062,Healthcare,7,245207,1,5,10,4,Phone,Biannual,2025-10-17,23,budgeting;savings strategies;business succession,treasury bonds;money market;CDs,3
+C2086,79,Retired,81218,Single,0,397,35019,4708,5,608080,Travel,2,5091,3,9,8,4,App,Annual,2024-11-29,28,tax optimization;estate planning;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C2087,70,Retired,61139,Single,0,406,105587,5439,7,273882,Retirement,1,591210,2,7,10,4,Chat,Quarterly,2025-04-01,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2088,84,Retired,48246,Married,2,371,60032,4318,3,402364,Healthcare,15,130484,6,9,5,7,Phone,Quarterly,2024-11-17,46,tax optimization;estate planning;business succession;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2089,36,Unemployed,4949,Divorced,2,356,6716,500,2,3523,Business Investment,7,240236,5,6,5,8,Email,Quarterly,2024-08-26,40,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C2090,30,Self-Employed,159983,Single,0,420,727568,5282,2,90387,Retirement,30,5552958,9,7,2,5,Email,Annual,2024-07-30,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2091,44,Self-Employed,85184,Single,0,438,223480,4111,1,216645,Home Purchase,3,485916,9,7,2,8,App,Quarterly,2025-11-18,42,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2092,47,Salaried,91674,Single,2,479,228670,6086,2,206574,Retirement,20,2278790,6,8,5,6,Email,Monthly,2025-11-22,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2093,23,Unemployed,4362,Divorced,2,355,3337,500,4,2061,Emergency Fund,1,4236,4,5,8,6,Email,Monthly,2024-09-19,38,budgeting;savings strategies;long-term care;charitable giving;social security,index funds;blue-chip stocks;corporate bonds,3
+C2094,58,Salaried,106702,Married,2,447,57139,10069,3,299612,Wealth Accumulation,5,165527,6,8,4,6,In-Person,Monthly,2025-05-19,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2095,31,Salaried,244471,Divorced,1,442,782780,13461,2,110122,Home Purchase,7,1614612,9,7,2,5,Email,Quarterly,2025-04-19,32,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2096,28,Self-Employed,274001,Married,2,424,422119,17378,1,212306,Debt Reduction,1,249564,10,7,1,8,App,Quarterly,2025-01-29,53,debt payoff strategies;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2097,50,Salaried,58320,Single,2,452,74068,5291,4,97359,Estate Planning,15,1683350,3,8,9,7,App,Annual,2024-11-15,39,tax optimization;estate planning;investment allocation;insurance review;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C2098,60,Retired,101517,Married,1,446,41988,7840,9,343211,Retirement,2,1254008,1,7,10,7,In-Person,Biannual,2024-11-30,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,3
+C2099,61,Retired,92823,Married,2,439,130610,8288,4,465449,Healthcare,3,296900,3,7,9,3,Phone,Quarterly,2025-06-25,28,budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs,2
+C2100,35,Self-Employed,205263,Single,0,464,391924,12183,4,264050,Retirement,33,9478295,7,7,5,5,App,Quarterly,2024-12-23,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2101,44,Self-Employed,287280,Married,1,482,1074820,19645,2,515901,Retirement,19,8596131,10,9,2,6,App,Monthly,2025-04-25,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2102,78,Retired,74409,Married,1,378,120093,4884,3,527296,Estate Planning,5,1112973,4,6,6,7,App,Annual,2025-06-06,37,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C2103,74,Retired,70492,Single,0,428,34909,3331,5,386543,Healthcare,5,225687,3,8,9,3,Phone,Annual,2025-03-27,28,tax optimization;estate planning;insurance review;risk management;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C2104,30,Salaried,256479,Married,2,449,727281,19300,5,154862,Home Purchase,5,1015422,6,6,5,6,Phone,Quarterly,2024-07-07,36,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2105,67,Retired,95308,Single,0,424,22392,4513,5,423641,Travel,3,5225,3,6,7,6,Phone,Quarterly,2024-12-13,30,budgeting;savings strategies;estate planning;tax strategies;long-term care,treasury bonds;money market;CDs,4
+C2106,34,Self-Employed,240845,Married,0,432,867027,14648,2,226125,Debt Reduction,1,340886,8,9,3,6,Phone,Monthly,2025-01-26,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2107,48,Salaried,72559,Married,2,472,200250,5643,4,194964,Home Purchase,10,452928,4,8,7,7,Phone,Monthly,2025-02-22,53,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C2108,41,Salaried,110339,Widowed,1,445,223335,6488,5,186221,Education,3,155303,7,10,5,6,App,Annual,2025-02-07,53,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C2109,60,Salaried,97799,Single,2,468,95011,5024,5,374645,Retirement,5,1189425,4,7,8,8,Phone,Biannual,2025-07-06,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2110,26,Unemployed,4278,Single,0,337,7665,500,1,3236,Debt Reduction,1,4045,7,6,4,6,App,Quarterly,2025-04-25,31,debt payoff strategies;budgeting;savings strategies;tax strategies;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2111,38,Salaried,211435,Married,1,466,599627,14178,1,322382,Education,3,142024,9,8,1,7,App,Monthly,2025-07-27,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2112,33,Self-Employed,209742,Divorced,0,462,538654,13341,2,201957,Wealth Accumulation,5,306188,9,6,2,5,App,Annual,2025-10-19,31,investment strategies;budgeting;savings strategies;social security;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C2113,39,Unemployed,4517,Married,1,333,14605,512,5,3171,Retirement,29,206940,2,5,10,5,App,Quarterly,2024-09-15,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2114,47,Self-Employed,274875,Married,0,462,482378,12574,3,940016,Home Purchase,3,1126110,6,9,5,7,In-Person,Quarterly,2024-11-22,56,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2115,71,Retired,24410,Married,1,406,9487,2973,4,180126,Estate Planning,3,782845,1,6,10,3,In-Person,Quarterly,2025-02-13,23,budgeting;savings strategies;charitable giving;social security,treasury bonds;money market;CDs,3
+C2116,43,Salaried,135228,Divorced,1,483,267903,10371,5,241820,Education,2,149778,5,9,6,6,App,Quarterly,2025-12-25,45,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C2117,29,Salaried,138705,Single,0,453,213669,5130,3,95583,Debt Reduction,1,159753,8,10,3,7,Email,Biannual,2024-10-08,56,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2118,65,Self-Employed,250613,Married,2,443,124898,14914,3,1775524,Healthcare,10,107177,8,10,3,6,Email,Biannual,2025-09-17,52,tax optimization;estate planning;social security;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2119,83,Retired,43908,Widowed,0,409,13855,3527,4,406688,Estate Planning,3,1568687,3,5,8,5,Chat,Monthly,2024-12-12,32,budgeting;savings strategies;tax strategies;charitable giving;emergency fund,treasury bonds;money market;CDs,4
+C2120,23,Salaried,152323,Married,0,413,330775,9515,2,39954,Travel,3,12619,8,6,3,7,In-Person,Biannual,2024-12-07,35,budgeting;savings strategies;charitable giving;estate planning,growth stocks;sector ETFs;crypto assets,4
+C2121,22,Student,15272,Single,0,375,18738,1216,3,4735,Debt Reduction,3,26241,5,5,6,7,Phone,Biannual,2025-01-21,40,debt payoff strategies;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2122,50,Unemployed,2816,Married,2,358,4906,500,4,3002,Healthcare,3,227803,4,8,8,5,In-Person,Quarterly,2025-11-27,31,tax optimization;estate planning;retirement income;college funding;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2123,46,Unemployed,895,Married,1,372,1869,500,5,478,Education,3,149151,2,7,10,6,Email,Quarterly,2025-11-13,36,education savings;529 plans;budgeting;savings strategies;charitable giving,treasury bonds;money market;CDs;529 plan,3
+C2124,61,Retired,38716,Single,1,418,48365,2949,3,170566,Travel,1,25240,4,8,7,7,Email,Annual,2025-11-19,40,tax optimization;estate planning;college funding;charitable giving;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2125,30,Salaried,170825,Divorced,1,444,640804,7950,2,84770,Home Purchase,5,1155380,8,8,3,8,Email,Quarterly,2025-03-22,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2126,44,Salaried,235318,Single,0,468,279606,8836,4,441288,Business Investment,7,99348,6,10,5,6,Email,Quarterly,2024-08-26,36,tax optimization;estate planning;charitable giving;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2127,69,Retired,35704,Married,0,432,18719,2885,5,234108,Travel,1,17489,4,9,8,5,Email,Biannual,2025-09-04,38,tax optimization;estate planning;long-term care;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2128,19,Student,4993,Married,1,320,6031,508,2,1340,Travel,1,23576,7,6,4,6,Email,Quarterly,2025-09-02,34,budgeting;savings strategies;emergency fund;charitable giving;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C2129,31,Salaried,55574,Widowed,2,414,211409,4750,4,26251,Retirement,33,2375215,5,9,7,7,Email,Quarterly,2024-09-15,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2130,69,Retired,90004,Single,0,445,41379,3486,5,549356,Emergency Fund,1,28411,5,8,7,3,Email,Monthly,2025-01-04,27,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2131,62,Retired,34655,Single,1,411,41884,3128,3,123811,Retirement,6,562277,4,6,6,4,App,Biannual,2024-07-22,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2132,60,Salaried,83249,Divorced,0,429,88460,5289,6,336252,Retirement,6,1327338,3,5,8,7,Email,Quarterly,2024-12-11,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C2133,25,Salaried,116951,Single,0,413,106669,6519,2,43166,Retirement,41,5802560,8,8,4,6,Chat,Quarterly,2025-06-22,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2134,82,Retired,42597,Married,0,403,64969,3902,4,339332,Retirement,1,427208,2,7,10,7,Phone,Quarterly,2025-06-21,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2135,76,Retired,25327,Single,0,408,15609,2036,5,180109,Estate Planning,10,918530,1,5,10,8,Phone,Monthly,2025-01-11,41,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,4
+C2136,30,Unemployed,3526,Married,2,358,15827,500,2,4075,Wealth Accumulation,10,2473,6,8,4,5,Email,Biannual,2024-09-15,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2137,31,Salaried,58063,Single,0,400,182157,3552,3,25818,Retirement,39,2415030,4,7,8,4,App,Annual,2025-03-22,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2138,20,Student,6911,Single,0,350,12969,539,2,3759,Education,2,121268,8,3,4,8,App,Monthly,2024-07-27,44,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2139,47,Unemployed,3741,Married,2,394,8195,500,2,994,Business Investment,7,161091,5,8,6,4,Email,Biannual,2025-10-18,32,tax optimization;estate planning;risk management;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2140,42,Unemployed,1826,Married,1,379,5245,500,3,4877,Education,4,112239,3,7,7,6,Email,Quarterly,2025-12-21,41,education savings;529 plans;budgeting;savings strategies;retirement income,treasury bonds;money market;CDs;529 plan,3
+C2141,69,Retired,19972,Married,1,378,18941,2182,3,139964,Healthcare,7,158718,2,5,9,8,Email,Monthly,2025-04-11,44,budgeting;savings strategies;business succession,treasury bonds;money market;CDs,4
+C2142,49,Salaried,183878,Single,0,487,550670,8461,4,382563,Business Investment,10,342160,5,9,5,8,Email,Monthly,2024-10-29,57,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2143,60,Salaried,210570,Married,0,473,74217,8969,4,1051266,Travel,3,12334,6,6,5,7,Chat,Quarterly,2025-08-26,47,budgeting;savings strategies;emergency fund;social security,index funds;blue-chip stocks;corporate bonds,3
+C2144,53,Self-Employed,50415,Divorced,0,455,40360,3204,3,122694,Wealth Accumulation,20,78713,4,8,7,7,Chat,Quarterly,2025-01-15,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2145,39,Salaried,127893,Married,2,475,485856,11108,5,159319,Business Investment,20,429512,6,8,6,5,App,Monthly,2025-04-09,30,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2146,44,Self-Employed,120609,Married,0,459,402772,5533,2,295749,Home Purchase,3,679542,8,9,4,5,Phone,Quarterly,2025-02-10,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2147,18,Student,11791,Single,0,331,24433,929,3,4764,Travel,2,25652,5,3,6,6,Email,Monthly,2024-11-07,29,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2148,37,Salaried,265192,Divorced,2,489,522531,21078,3,310589,Home Purchase,3,1241492,7,9,4,8,App,Quarterly,2025-07-01,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2149,26,Self-Employed,162278,Married,2,416,218079,16658,1,79509,Debt Reduction,2,258251,10,6,2,6,App,Biannual,2024-11-18,44,debt payoff strategies;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2150,37,Salaried,58266,Single,0,453,131712,4160,2,79405,Retirement,25,1829837,8,8,3,4,In-Person,Biannual,2025-03-22,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C2151,38,Salaried,112687,Married,1,441,468086,6957,5,188839,Retirement,29,3690034,5,7,5,5,App,Annual,2024-12-06,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2152,62,Salaried,73821,Married,0,456,40082,2721,4,352143,Retirement,2,845605,5,8,6,6,Phone,Monthly,2025-03-03,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2153,66,Retired,61193,Married,0,414,72379,6482,4,265974,Estate Planning,20,835312,2,7,9,7,Email,Monthly,2024-07-05,45,budgeting;savings strategies;medicare,treasury bonds;money market;CDs,3
+C2154,19,Student,13515,Married,0,327,15960,1380,2,544,Education,3,151922,7,4,4,7,Email,Quarterly,2025-07-25,41,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2155,37,Salaried,69857,Married,1,434,77074,5398,3,105163,Retirement,24,2040520,4,6,7,7,Email,Quarterly,2025-01-09,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2156,27,Self-Employed,195196,Married,2,450,344712,14766,3,128763,Debt Reduction,2,211844,8,7,3,6,App,Monthly,2025-03-21,40,debt payoff strategies;budgeting;savings strategies;tax-efficient investing;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2157,32,Self-Employed,174570,Married,1,423,305830,14069,3,128902,Debt Reduction,2,148895,7,7,3,5,Chat,Monthly,2025-08-22,37,debt payoff strategies;budgeting;savings strategies;charitable giving;risk management,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2158,45,Salaried,58842,Married,1,459,117883,5440,3,127945,Home Purchase,1,300272,7,7,5,8,App,Quarterly,2025-06-09,44,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2159,44,Unemployed,2082,Married,2,376,7037,500,3,4829,Wealth Accumulation,5,1669,4,7,7,5,Email,Monthly,2025-07-10,30,investment strategies;budgeting;savings strategies;medicare;insurance review,index funds;blue-chip stocks;corporate bonds,2
+C2160,23,Self-Employed,114745,Single,0,395,75572,4258,2,30497,Emergency Fund,1,30950,9,7,2,8,App,Annual,2025-02-07,39,budgeting;savings strategies;tax strategies;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C2161,48,Salaried,231153,Married,1,466,393929,13905,2,545274,Retirement,22,8843410,6,8,4,5,Email,Biannual,2024-09-18,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2162,66,Retired,81475,Divorced,0,433,92724,3927,7,406776,Estate Planning,3,1857677,1,7,10,7,App,Annual,2025-12-07,46,budgeting;savings strategies;tax-efficient investing;investment allocation,treasury bonds;money market;CDs,4
+C2163,60,Salaried,168549,Married,0,488,54330,7370,4,668996,Retirement,9,3223776,4,7,6,6,Phone,Monthly,2025-03-12,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2164,55,Self-Employed,222728,Single,0,473,75179,9717,4,893054,Estate Planning,10,821288,5,10,5,3,Phone,Ad-hoc,2025-08-16,24,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2165,44,Self-Employed,88638,Single,2,484,260612,7528,2,189123,Home Purchase,5,331794,7,7,4,5,Email,Biannual,2024-10-03,28,mortgage options;down payment;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2166,61,Self-Employed,292795,Single,2,464,115245,22735,5,1783932,Retirement,2,3431730,5,9,7,8,Chat,Quarterly,2025-08-02,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2167,19,Student,15057,Married,0,376,10009,1293,2,4106,Emergency Fund,1,10338,6,5,5,6,Chat,Monthly,2025-10-30,32,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2168,33,Self-Employed,139558,Single,0,422,223430,9050,6,154832,Debt Reduction,2,247561,6,8,6,8,App,Monthly,2025-11-07,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2169,19,Student,7392,Married,0,337,5840,736,2,4478,Emergency Fund,1,2102,8,4,3,6,Chat,Monthly,2025-02-16,37,budgeting;savings strategies;credit score;long-term care;risk management,growth stocks;sector ETFs;crypto assets,4
+C2170,31,Self-Employed,275553,Married,1,476,511457,16485,2,202104,Emergency Fund,1,120431,9,7,2,7,Email,Quarterly,2025-07-20,37,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C2171,59,Self-Employed,67988,Married,1,439,49703,7517,2,231892,Retirement,4,1011452,6,8,4,7,Phone,Quarterly,2025-05-30,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2172,77,Retired,26182,Married,1,354,33712,2917,3,210176,Estate Planning,7,623834,3,5,8,8,Phone,Monthly,2025-07-22,51,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,4
+C2173,26,Salaried,102058,Married,1,455,111106,6649,3,31361,Debt Reduction,2,65260,7,10,5,7,App,Biannual,2025-08-04,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C2174,41,Salaried,93589,Divorced,0,480,238833,5338,3,125011,Retirement,23,3449856,5,7,6,7,In-Person,Quarterly,2024-07-19,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2175,64,Salaried,80030,Married,2,461,31007,6440,5,478248,Healthcare,7,194038,2,8,9,5,Email,Quarterly,2025-11-27,29,tax optimization;estate planning;social security;retirement income;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C2176,63,Unemployed,551,Single,0,367,682,500,3,2762,Wealth Accumulation,7,245,2,8,9,4,Chat,Monthly,2025-07-15,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C2177,27,Self-Employed,215481,Married,1,445,252972,12623,1,88442,Debt Reduction,1,427178,10,9,1,8,Email,Monthly,2025-03-19,55,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2178,78,Retired,30708,Married,2,364,38566,3085,6,212046,Estate Planning,20,1645019,3,8,8,6,In-Person,Biannual,2025-06-30,40,tax optimization;estate planning;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C2179,32,Salaried,57264,Married,1,440,146995,5810,3,46835,Wealth Accumulation,3,24047,5,6,6,6,Email,Biannual,2025-01-08,40,investment strategies;budgeting;savings strategies;credit score;social security,index funds;blue-chip stocks;corporate bonds,4
+C2180,65,Unemployed,1377,Married,0,374,918,500,3,1980,Estate Planning,7,1943308,2,7,8,8,App,Quarterly,2025-07-11,57,budgeting;savings strategies;investment allocation;insurance review,treasury bonds;money market;CDs,3
+C2181,84,Retired,73837,Married,2,360,96571,6720,5,622098,Travel,1,19473,2,6,8,5,Phone,Quarterly,2025-05-05,27,budgeting;savings strategies;social security;business succession;emergency fund,treasury bonds;money market;CDs,4
+C2182,50,Salaried,47787,Married,2,477,61467,4449,3,84114,Estate Planning,10,105139,5,8,5,5,Phone,Annual,2025-11-03,29,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2183,39,Salaried,80001,Married,1,436,296576,4030,1,130574,Wealth Accumulation,15,99987,7,7,3,5,Email,Monthly,2025-12-13,30,investment strategies;budgeting;savings strategies;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets,3
+C2184,23,Salaried,142153,Divorced,1,450,243979,10972,2,31249,Education,5,143122,8,7,2,7,Phone,Monthly,2024-10-11,45,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2185,68,Retired,39426,Married,1,430,24537,4090,4,200246,Retirement,1,397725,1,7,10,8,Phone,Biannual,2025-05-05,57,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2186,26,Salaried,55822,Married,1,442,61442,6199,1,20716,Retirement,40,2914374,7,6,3,5,Chat,Quarterly,2025-01-05,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C2187,41,Salaried,185280,Single,0,502,502461,7091,5,350480,Retirement,28,7909367,6,8,5,6,Phone,Biannual,2025-11-19,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2188,26,Salaried,132371,Married,2,409,111785,9364,2,54800,Retirement,44,7081934,7,8,3,7,App,Quarterly,2024-09-17,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2189,36,Salaried,129370,Widowed,2,460,467849,5935,7,164485,Retirement,28,4895346,5,8,7,5,App,Annual,2024-11-17,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2190,83,Retired,14504,Divorced,0,379,6048,1336,5,116177,Retirement,1,147274,1,5,10,7,App,Quarterly,2025-11-08,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2191,44,Salaried,215212,Divorced,1,474,699316,13673,4,338368,Business Investment,15,482465,7,9,4,6,Phone,Quarterly,2025-12-08,36,tax optimization;estate planning;charitable giving;tax-efficient investing;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2192,31,Self-Employed,177357,Single,0,460,691591,6955,3,121756,Retirement,32,6898925,7,8,3,4,App,Quarterly,2025-06-11,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2193,40,Salaried,207751,Married,2,458,581373,14100,7,239128,Retirement,20,6339539,5,8,7,5,App,Quarterly,2025-06-08,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2194,68,Retired,100968,Single,0,401,117806,6035,4,601920,Healthcare,10,259092,4,7,6,7,Phone,Annual,2025-07-04,45,budgeting;savings strategies;estate planning;social security;business succession,index funds;blue-chip stocks;corporate bonds,3
+C2195,63,Retired,49123,Married,0,423,53473,3911,3,168108,Healthcare,7,269103,4,8,6,4,Email,Quarterly,2024-11-05,30,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2196,19,Student,8851,Divorced,1,325,7113,758,2,960,Emergency Fund,1,7953,5,3,5,7,App,Biannual,2025-08-14,42,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2197,26,Salaried,75484,Widowed,0,419,63410,4091,1,27353,Home Purchase,2,348470,9,9,3,7,In-Person,Quarterly,2025-08-01,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2198,22,Student,13121,Married,0,359,12274,1179,2,3166,Travel,5,27712,6,5,5,6,App,Annual,2025-06-27,29,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,2
+C2199,56,Self-Employed,172158,Single,0,497,244646,8584,8,729640,Healthcare,10,280627,4,8,8,5,Email,Annual,2024-08-15,38,tax optimization;estate planning;insurance review;retirement income;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2200,46,Self-Employed,253418,Widowed,0,490,798020,15232,1,665448,Retirement,21,6357380,9,8,1,6,App,Quarterly,2025-04-24,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2201,50,Salaried,253463,Widowed,1,519,148808,15094,3,638996,Retirement,20,7496391,7,10,4,4,Phone,Annual,2024-07-23,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2202,57,Unemployed,2326,Married,2,338,2030,500,4,2422,Wealth Accumulation,20,2776,1,7,10,4,Email,Annual,2025-09-09,25,investment strategies;budgeting;savings strategies;credit score;investment allocation,treasury bonds;money market;CDs,2
+C2203,82,Retired,51535,Married,2,399,49877,5787,5,410101,Estate Planning,15,832520,2,6,9,8,Phone,Quarterly,2025-05-18,55,budgeting;savings strategies;charitable giving,treasury bonds;money market;CDs,4
+C2204,40,Self-Employed,102322,Married,1,425,320879,7869,4,178342,Retirement,30,4003528,8,8,4,5,Email,Quarterly,2025-11-30,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2205,57,Salaried,228370,Single,0,485,239468,10404,5,826702,Travel,5,20978,6,8,5,7,Phone,Quarterly,2025-07-08,42,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2206,29,Self-Employed,295938,Single,0,449,615291,15542,1,139374,Debt Reduction,2,356294,10,9,1,5,App,Quarterly,2024-12-18,33,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2207,20,Student,3414,Single,0,327,7543,500,1,4148,Travel,1,24839,8,6,3,8,Chat,Quarterly,2025-09-19,49,budgeting;savings strategies;risk management;estate planning;credit score,growth stocks;sector ETFs;crypto assets,3
+C2208,49,Unemployed,2975,Single,0,390,10026,500,3,2632,Education,4,138781,6,8,5,7,Email,Quarterly,2025-04-20,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2209,54,Self-Employed,136933,Married,2,470,160990,10665,3,591243,Estate Planning,5,154341,6,9,4,5,In-Person,Biannual,2024-11-30,33,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2210,44,Self-Employed,244323,Divorced,0,472,667931,11931,1,562576,Retirement,24,9101273,10,10,1,7,Email,Quarterly,2025-11-19,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2211,30,Salaried,78288,Married,1,405,202819,5936,3,27402,Home Purchase,3,452285,4,8,7,6,Email,Quarterly,2024-12-11,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2212,57,Self-Employed,245816,Divorced,0,482,148295,8183,3,839699,Retirement,10,4030850,7,9,3,8,Email,Quarterly,2025-03-25,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2213,48,Self-Employed,212507,Single,0,502,299438,13660,1,628927,Retirement,15,6215005,9,9,1,5,In-Person,Ad-hoc,2025-02-22,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2214,44,Salaried,266415,Divorced,0,512,800950,12425,6,572064,Wealth Accumulation,5,396688,5,9,6,4,Phone,Biannual,2025-10-25,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2215,48,Salaried,68647,Married,0,481,212963,5705,2,173949,Business Investment,20,445109,7,6,4,5,Phone,Quarterly,2024-10-15,31,budgeting;savings strategies;credit score;charitable giving;risk management,growth stocks;sector ETFs;crypto assets,3
+C2216,31,Salaried,59342,Married,1,459,83843,5324,3,33637,Retirement,34,3077049,6,6,6,5,Email,Quarterly,2025-01-29,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2217,79,Retired,64217,Married,0,380,98266,4693,5,449464,Healthcare,10,198594,3,9,8,5,Email,Quarterly,2025-03-22,39,tax optimization;estate planning;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C2218,22,Student,5005,Married,0,376,7928,500,2,258,Travel,2,21877,8,5,3,6,App,Monthly,2024-09-18,41,budgeting;savings strategies;investment allocation;college funding;tax strategies,growth stocks;sector ETFs;crypto assets,4
+C2219,19,Student,16180,Married,0,361,10532,1572,3,526,Travel,1,12898,6,3,5,6,In-Person,Biannual,2024-11-18,29,budgeting;savings strategies;credit score;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C2220,63,Unemployed,708,Married,0,367,924,500,4,4268,Retirement,1,7165,4,6,8,3,Phone,Annual,2024-07-15,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2221,80,Retired,22886,Married,1,374,20914,2322,4,229712,Retirement,1,258159,2,7,9,4,Phone,Annual,2024-09-15,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C2222,59,Salaried,52758,Married,2,418,75914,5012,5,145066,Retirement,10,936680,4,9,8,7,Phone,Monthly,2024-10-29,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2223,53,Salaried,156630,Married,1,512,199312,13463,7,398235,Estate Planning,10,934541,3,10,8,3,App,Quarterly,2024-08-05,27,tax optimization;estate planning;tax strategies;tax-efficient investing;social security,treasury bonds;money market;CDs;tax-efficient funds,2
+C2224,38,Salaried,172886,Single,0,482,344223,9704,2,288917,Business Investment,10,96247,9,8,2,8,App,Monthly,2025-11-23,57,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2225,47,Salaried,149062,Divorced,0,501,398315,9467,5,329153,Retirement,19,4395710,5,10,7,7,Phone,Quarterly,2025-08-11,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C2226,41,Unemployed,4984,Divorced,1,371,8920,500,2,2115,Retirement,26,186959,5,6,5,5,Chat,Quarterly,2025-06-23,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2227,41,Salaried,206144,Married,3,474,649376,16757,3,315123,Retirement,19,5310423,8,10,3,4,App,Biannual,2025-09-28,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2228,60,Retired,77502,Married,2,468,16296,6914,4,345811,Estate Planning,7,933981,4,8,7,3,Email,Biannual,2024-09-05,25,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2229,64,Retired,81280,Single,2,458,112779,4787,3,470616,Retirement,4,1079473,5,10,5,4,Phone,Quarterly,2024-09-11,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2230,29,Salaried,212641,Single,0,456,195864,9930,3,120737,Emergency Fund,1,57481,9,8,3,7,App,Monthly,2025-05-22,54,tax optimization;estate planning;emergency fund;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2231,65,Unemployed,737,Married,0,335,1321,500,3,1354,Healthcare,20,210875,5,7,6,4,In-Person,Annual,2024-07-11,27,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C2232,22,Self-Employed,51366,Married,0,428,80587,4424,2,12723,Travel,3,19348,9,7,3,5,Email,Quarterly,2025-09-15,40,budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets,3
+C2233,25,Student,10581,Married,1,335,8498,1181,3,1967,Home Purchase,7,57298,5,7,7,6,Email,Quarterly,2025-05-19,32,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2234,56,Salaried,218916,Married,2,506,169950,20018,4,548333,Wealth Accumulation,7,210432,7,9,5,4,In-Person,Annual,2025-05-03,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2235,64,Retired,59604,Widowed,0,439,24777,4119,3,349049,Retirement,1,619195,6,9,5,7,In-Person,Quarterly,2025-07-22,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2236,38,Salaried,154756,Single,0,462,452593,9757,2,197485,Retirement,32,7542294,8,9,2,5,Email,Quarterly,2025-03-10,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2237,23,Unemployed,1021,Married,1,336,1158,500,3,1542,Home Purchase,3,5976,4,4,6,7,App,Monthly,2025-02-07,43,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C2238,19,Student,11237,Married,0,377,15819,1067,2,4446,Travel,1,10098,6,6,5,7,App,Ad-hoc,2025-12-17,40,budgeting;savings strategies;investment allocation;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C2239,25,Student,19292,Married,0,347,16911,1891,2,3052,Retirement,45,1155131,6,5,4,6,App,Quarterly,2025-01-10,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2240,31,Self-Employed,175094,Married,1,448,515189,9321,1,129000,Emergency Fund,1,125563,9,9,1,7,Email,Monthly,2025-09-03,51,tax optimization;estate planning;emergency fund;risk management;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2241,43,Self-Employed,253605,Widowed,1,457,759347,18229,2,602815,Retirement,24,8137510,7,9,3,7,Phone,Monthly,2025-08-25,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2242,23,Unemployed,2870,Married,0,303,2933,500,1,2967,Emergency Fund,3,1616,7,5,3,7,App,Quarterly,2025-06-11,45,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,4
+C2243,60,Salaried,143698,Married,2,455,138881,12420,5,406453,Retirement,7,2685166,5,9,5,4,Phone,Annual,2024-11-14,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2244,54,Salaried,109505,Married,0,487,109660,6818,7,251331,Retirement,6,1798775,4,9,8,4,In-Person,Biannual,2025-06-15,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2245,40,Salaried,220876,Divorced,1,478,653925,15924,4,273274,Retirement,24,6068650,7,8,4,6,Email,Annual,2024-08-22,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2246,24,Salaried,147433,Married,0,450,183469,7839,2,38466,Travel,1,15487,9,7,2,6,In-Person,Quarterly,2024-12-19,37,budgeting;savings strategies;risk management;insurance review;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C2247,85,Retired,20702,Married,0,359,7595,2223,2,178734,Healthcare,5,92383,5,8,5,3,Phone,Quarterly,2025-10-25,25,tax optimization;estate planning;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2248,50,Self-Employed,252430,Married,2,474,283484,17542,3,514146,Retirement,14,7124808,6,9,5,7,In-Person,Monthly,2025-01-26,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2249,74,Retired,86820,Married,1,436,40967,7995,4,679657,Healthcare,5,258025,4,8,7,7,Phone,Ad-hoc,2025-08-31,38,tax optimization;estate planning;risk management;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2250,47,Salaried,163379,Single,0,486,339317,11043,4,448681,Education,3,146345,6,8,4,8,App,Monthly,2025-08-25,55,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2251,81,Retired,66290,Married,0,376,57700,6701,5,689223,Estate Planning,10,1177318,5,8,7,5,In-Person,Annual,2025-01-07,40,tax optimization;estate planning;long-term care;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2252,55,Salaried,228346,Single,2,462,248706,12016,6,671088,Retirement,9,5078183,4,10,7,7,Phone,Annual,2025-01-02,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2253,22,Student,3840,Married,1,342,3020,500,1,1005,Debt Reduction,2,6905,7,6,3,6,App,Quarterly,2024-12-30,42,debt payoff strategies;budgeting;savings strategies;investment allocation;medicare,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2254,51,Salaried,118950,Divorced,0,501,130252,7884,4,272732,Estate Planning,5,984280,5,8,6,6,In-Person,Quarterly,2024-12-05,32,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2255,18,Student,5331,Married,0,374,9083,500,1,2966,Emergency Fund,1,3481,7,5,3,7,App,Biannual,2025-04-14,47,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,4
+C2256,45,Self-Employed,125311,Single,1,467,161647,5603,2,256472,Retirement,25,4181499,9,9,3,6,Email,Monthly,2025-05-25,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2257,68,Retired,35260,Widowed,0,383,21898,2033,6,247979,Healthcare,5,269515,1,8,10,3,Email,Monthly,2024-11-04,23,tax optimization;estate planning;long-term care;tax-efficient investing;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C2258,19,Student,6824,Married,0,377,10124,598,2,4425,Emergency Fund,1,5199,8,3,4,7,Chat,Quarterly,2025-11-06,36,budgeting;savings strategies;medicare;business succession,growth stocks;sector ETFs;crypto assets,3
+C2259,40,Salaried,204240,Divorced,0,489,598281,11583,5,341443,Home Purchase,2,1196836,7,10,5,7,App,Biannual,2024-10-17,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2260,27,Salaried,43385,Married,2,420,63988,5166,2,16062,Retirement,43,1863099,7,7,4,5,Email,Biannual,2025-11-22,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C2261,64,Retired,105830,Married,2,434,116339,8829,6,492909,Retirement,1,1147327,5,10,6,8,In-Person,Annual,2025-05-18,61,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2262,34,Self-Employed,208008,Single,0,435,275538,12416,2,193391,Emergency Fund,1,198948,9,9,3,7,Phone,Biannual,2024-11-20,54,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2263,47,Salaried,155694,Married,1,459,300486,9725,3,392333,Retirement,13,3448426,8,8,4,5,Email,Annual,2025-01-10,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2264,61,Self-Employed,289611,Married,0,461,318206,16263,1,1818369,Retirement,8,5498356,9,8,1,4,Phone,Annual,2025-12-08,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2265,54,Salaried,207630,Married,0,469,93132,12092,5,638619,Retirement,15,5845563,6,8,5,6,In-Person,Biannual,2025-06-22,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2266,28,Unemployed,3047,Married,1,311,3110,500,3,4103,Emergency Fund,3,2095,4,4,7,7,Chat,Annual,2025-01-08,43,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,4
+C2267,69,Retired,96620,Single,0,435,144844,4204,4,727679,Estate Planning,10,821690,3,7,9,5,Email,Annual,2025-01-21,34,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C2268,58,Self-Employed,111491,Married,2,444,72029,9344,6,505037,Wealth Accumulation,15,100833,4,7,8,5,App,Monthly,2025-02-16,27,investment strategies;budgeting;savings strategies;risk management;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C2269,27,Salaried,42176,Married,2,406,68966,4669,1,18492,Debt Reduction,1,60250,9,7,2,7,Chat,Biannual,2025-01-19,47,debt payoff strategies;budgeting;savings strategies;tax strategies;business succession,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2270,64,Salaried,172473,Married,1,490,121991,14038,5,781514,Retirement,1,1581685,5,8,6,6,Phone,Annual,2025-10-17,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2271,36,Salaried,219346,Married,2,450,576426,15434,4,175428,Retirement,27,7217825,7,8,4,7,Email,Biannual,2024-08-30,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2272,40,Salaried,95323,Married,2,455,305769,9142,2,182194,Education,4,148936,7,9,4,7,Email,Monthly,2025-05-19,45,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C2273,72,Retired,18899,Married,1,410,12046,2293,3,150921,Emergency Fund,1,11199,2,6,9,8,Phone,Biannual,2025-06-13,56,budgeting;savings strategies;college funding;investment allocation,treasury bonds;money market;CDs,4
+C2274,53,Salaried,183719,Divorced,1,502,111639,11532,7,568719,Wealth Accumulation,20,220935,4,10,7,6,Phone,Quarterly,2024-12-11,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2275,59,Self-Employed,222584,Married,0,444,164074,15323,2,1173971,Healthcare,3,198862,8,9,2,7,App,Annual,2025-11-05,48,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2276,60,Retired,34136,Single,0,403,48625,2542,5,100784,Healthcare,7,146368,4,5,8,3,Phone,Annual,2025-01-07,18,budgeting;savings strategies;retirement income;social security;estate planning,index funds;blue-chip stocks;corporate bonds,2
+C2277,22,Salaried,133868,Divorced,0,441,246895,6248,4,25478,Education,3,149961,6,7,5,8,Email,Monthly,2024-07-07,46,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2278,40,Salaried,182229,Married,0,459,707496,13390,4,266530,Retirement,20,4743629,7,10,4,7,Phone,Quarterly,2025-10-17,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2279,43,Salaried,118226,Married,1,495,280194,11077,4,242607,Business Investment,7,304219,7,9,5,7,Email,Quarterly,2025-04-13,51,tax optimization;estate planning;retirement income;long-term care;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2280,73,Retired,51909,Single,0,402,54329,2945,3,252144,Healthcare,15,258636,5,9,5,6,Phone,Biannual,2025-08-11,44,tax optimization;estate planning;tax strategies;retirement income;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2281,43,Salaried,103564,Married,1,447,166262,8091,5,172981,Home Purchase,3,643283,5,10,6,5,Email,Annual,2025-05-30,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2282,55,Salaried,227029,Married,1,482,145423,12014,3,608712,Retirement,15,5867675,7,9,3,7,Email,Quarterly,2025-08-02,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2283,34,Unemployed,4037,Married,2,378,17181,500,2,3269,Retirement,27,120528,5,5,5,4,App,Biannual,2025-03-09,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2284,65,Retired,54966,Married,0,394,23577,4065,3,279018,Estate Planning,10,1487718,5,6,5,5,In-Person,Quarterly,2025-04-28,37,budgeting;savings strategies;estate planning;charitable giving;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2285,21,Student,4911,Married,1,344,6405,552,2,1966,Home Purchase,10,25068,8,5,4,6,Phone,Monthly,2025-02-01,28,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2286,25,Student,16408,Married,1,373,19800,1750,2,4455,Debt Reduction,1,12234,7,4,4,7,App,Biannual,2025-11-06,39,debt payoff strategies;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2287,44,Salaried,175578,Married,2,487,330559,16413,5,386171,Home Purchase,5,918850,5,10,6,4,Phone,Ad-hoc,2025-02-23,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2288,85,Retired,74477,Single,0,396,128181,2589,6,634496,Estate Planning,20,1300649,3,8,9,7,In-Person,Quarterly,2025-12-12,48,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C2289,50,Self-Employed,237813,Married,0,486,263951,17877,3,595343,Retirement,12,5411327,7,9,4,7,Phone,Quarterly,2025-03-29,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2290,63,Salaried,268968,Married,1,478,197475,22499,7,1398192,Retirement,2,3528708,4,8,7,4,Email,Biannual,2025-11-26,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2291,42,Salaried,77602,Married,1,487,112568,4471,2,165241,Home Purchase,3,500151,5,8,6,7,Email,Monthly,2025-09-06,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C2292,29,Salaried,108947,Married,1,448,144975,6691,2,61113,Retirement,32,4755221,9,10,2,5,App,Quarterly,2024-12-13,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2293,54,Salaried,66765,Single,0,447,73547,3650,3,195168,Wealth Accumulation,5,50574,3,8,7,7,In-Person,Biannual,2025-05-23,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C2294,48,Unemployed,577,Divorced,0,374,1289,500,4,4636,Retirement,18,13844,3,8,8,4,Phone,Annual,2025-08-11,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C2295,57,Salaried,260973,Single,0,483,289133,11779,4,1043926,Estate Planning,7,1176485,6,10,4,6,Email,Biannual,2025-07-22,47,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2296,22,Student,17902,Single,0,367,21640,1514,1,1661,Travel,2,12796,6,4,4,7,App,Biannual,2024-11-14,40,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,4
+C2297,66,Retired,72605,Single,1,414,84737,4299,4,451618,Estate Planning,7,1204959,5,6,6,4,Phone,Biannual,2025-05-23,26,budgeting;savings strategies;retirement income;tax strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C2298,58,Salaried,80295,Divorced,1,457,18804,4030,6,347746,Retirement,3,1097411,2,6,9,8,In-Person,Annual,2025-06-30,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2299,24,Salaried,83790,Married,0,444,120713,5657,2,19543,Travel,5,28762,7,5,3,7,App,Biannual,2025-07-12,39,budgeting;savings strategies;investment allocation;retirement income,growth stocks;sector ETFs;crypto assets,4
+C2300,50,Self-Employed,253177,Married,0,503,300703,15251,5,618009,Healthcare,10,168108,6,10,5,6,In-Person,Quarterly,2025-11-15,50,tax optimization;estate planning;charitable giving;emergency fund;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2301,64,Retired,85524,Single,0,433,34325,4233,3,486866,Retirement,1,849833,6,9,6,3,Phone,Quarterly,2025-04-28,22,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2302,50,Salaried,169553,Divorced,1,515,63474,11814,7,317492,Retirement,18,4166574,4,10,7,4,Chat,Annual,2025-03-03,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2303,45,Salaried,247557,Divorced,0,496,335121,13143,6,379129,Retirement,16,5796625,6,10,6,5,App,Monthly,2025-02-23,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2304,18,Student,14375,Single,0,370,16786,1065,2,1774,Travel,5,26541,7,4,5,7,Email,Quarterly,2025-06-08,40,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,4
+C2305,58,Salaried,101890,Single,0,473,49965,4138,6,281584,Retirement,7,2025030,4,9,8,7,Email,Quarterly,2025-06-12,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2306,48,Salaried,154156,Widowed,1,494,466931,9740,7,407925,Education,3,134449,5,10,7,6,Phone,Biannual,2025-07-30,52,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2307,43,Self-Employed,316514,Married,1,508,740841,17458,3,577892,Retirement,24,11724099,8,8,3,5,Email,Annual,2025-07-25,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2308,30,Unemployed,4749,Divorced,0,361,11928,500,3,4047,Home Purchase,7,23118,3,7,7,6,App,Biannual,2025-10-30,31,mortgage options;down payment;budgeting;savings strategies;medicare,treasury bonds;money market;CDs;high-yield savings,2
+C2309,57,Self-Employed,101811,Married,0,442,60643,6200,3,293952,Healthcare,3,216803,7,10,4,4,In-Person,Annual,2024-07-30,32,tax optimization;estate planning;business succession;tax strategies;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2310,37,Salaried,86578,Divorced,0,443,138500,3612,2,113667,Education,2,115450,6,7,4,8,In-Person,Quarterly,2025-03-29,39,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2311,65,Salaried,116836,Married,2,470,65257,7015,5,756482,Retirement,1,1048993,5,8,5,7,Phone,Annual,2025-09-02,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2312,83,Retired,64252,Married,1,408,60890,5649,5,592353,Estate Planning,15,278838,3,9,8,5,Phone,Monthly,2024-10-14,41,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,2
+C2313,32,Salaried,82867,Single,0,441,169712,4205,3,70957,Home Purchase,3,486272,6,6,4,7,In-Person,Monthly,2025-01-26,45,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2314,57,Salaried,75003,Single,0,479,69095,4197,4,228589,Retirement,11,1384287,4,7,8,6,Email,Monthly,2024-10-21,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2315,61,Retired,100678,Single,1,446,101998,7244,5,408369,Retirement,1,1002875,4,7,8,7,Email,Biannual,2025-09-02,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2316,43,Self-Employed,226327,Single,0,481,588984,13257,5,442984,Retirement,18,7191651,7,8,5,7,In-Person,Annual,2024-07-27,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C2317,29,Salaried,166616,Widowed,2,444,162998,8700,1,78213,Retirement,32,6393954,9,9,1,5,Chat,Monthly,2024-10-22,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2318,19,Student,9415,Married,0,336,12575,1007,1,2522,Education,3,117940,8,3,2,6,Chat,Monthly,2024-08-30,29,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2319,70,Retired,92121,Single,1,451,112024,4854,5,536578,Estate Planning,20,1061389,2,6,9,6,Email,Monthly,2025-06-27,36,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,4
+C2320,73,Retired,34355,Widowed,0,389,11347,2182,6,285386,Travel,3,10850,1,9,9,5,Phone,Quarterly,2025-11-28,31,tax optimization;estate planning;tax-efficient investing;retirement income;social security,treasury bonds;money market;CDs;tax-efficient funds,2
+C2321,24,Student,14784,Divorced,0,381,17893,1174,2,2816,Home Purchase,2,83140,7,5,4,6,App,Biannual,2024-12-23,33,mortgage options;down payment;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2322,59,Salaried,247397,Widowed,0,509,261086,14873,7,890240,Healthcare,15,204299,5,8,7,8,Phone,Quarterly,2025-10-11,42,tax optimization;estate planning;social security;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2323,60,Retired,33460,Single,2,451,32307,2675,4,142360,Retirement,3,358150,4,8,7,7,Email,Biannual,2025-10-30,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2324,48,Salaried,52689,Divorced,1,457,74367,3956,2,116962,Business Investment,15,373071,7,8,4,7,Phone,Annual,2025-12-19,50,tax optimization;estate planning;retirement income;investment allocation;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2325,38,Salaried,99483,Divorced,2,485,136952,6561,3,156326,Retirement,31,4643087,5,9,6,5,Email,Quarterly,2025-01-19,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2326,24,Student,16523,Married,1,353,35276,1568,2,1815,Education,3,131483,7,5,4,8,App,Biannual,2024-10-13,41,education savings;529 plans;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2327,20,Student,3743,Married,0,326,8610,500,2,4913,Travel,2,16795,6,6,4,7,App,Annual,2025-05-20,45,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,4
+C2328,64,Retired,84221,Married,1,435,74455,6132,3,502838,Healthcare,5,136661,5,7,6,7,Email,Annual,2024-09-22,49,budgeting;savings strategies;investment allocation;emergency fund;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C2329,59,Salaried,150161,Married,0,472,56706,11589,4,466437,Travel,2,21251,7,10,5,7,Phone,Quarterly,2025-07-02,46,tax optimization;estate planning;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2330,64,Salaried,150547,Married,0,489,138383,8751,6,641740,Travel,1,19859,4,8,7,5,Email,Monthly,2025-10-10,30,tax optimization;estate planning;tax-efficient investing;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2331,20,Unemployed,4157,Divorced,0,300,3452,500,2,3645,Education,3,112388,6,5,5,6,App,Quarterly,2025-01-03,35,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2332,62,Retired,49680,Widowed,0,397,16400,3613,3,154238,Retirement,1,636971,5,8,6,4,In-Person,Biannual,2024-11-23,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2333,22,Student,12746,Married,0,340,23410,1165,1,3651,Travel,2,15607,7,6,3,6,App,Monthly,2024-09-17,31,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C2334,80,Retired,46034,Divorced,1,365,66111,4055,3,297278,Emergency Fund,1,19854,6,8,5,4,Phone,Quarterly,2024-08-21,26,tax optimization;estate planning;credit score;medicare;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2335,53,Salaried,195507,Divorced,1,472,87121,8562,5,632711,Retirement,15,4312050,7,9,5,4,Phone,Biannual,2025-11-18,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2336,39,Self-Employed,166850,Married,3,433,518374,14775,2,348087,Business Investment,7,422685,8,8,2,4,Email,Biannual,2025-01-12,32,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2337,32,Self-Employed,251300,Married,2,454,770012,21326,4,266850,Home Purchase,1,1574971,6,8,6,6,Email,Quarterly,2025-11-01,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C2338,56,Unemployed,4513,Married,1,341,3661,551,2,374,Healthcare,5,256492,5,8,6,6,In-Person,Annual,2024-10-30,33,tax optimization;estate planning;social security;insurance review;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2339,49,Salaried,102100,Single,0,496,249812,3855,3,316764,Home Purchase,3,425893,7,10,4,4,Email,Biannual,2024-08-20,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2340,29,Salaried,110429,Married,2,411,121180,6758,3,63878,Debt Reduction,1,67753,7,9,4,5,Phone,Quarterly,2025-01-18,44,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2341,27,Unemployed,4114,Divorced,1,339,7811,500,3,1744,Emergency Fund,1,2684,6,5,6,6,Phone,Quarterly,2024-12-22,41,budgeting;savings strategies;college funding;tax strategies;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C2342,46,Self-Employed,173182,Married,0,451,270464,11774,2,436130,Retirement,17,4037362,10,7,2,7,Email,Biannual,2025-02-11,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2343,55,Self-Employed,77188,Single,0,475,81733,4431,2,329654,Travel,1,23289,7,9,4,5,App,Quarterly,2024-10-24,42,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2344,71,Retired,72077,Single,0,434,42602,3960,3,523311,Estate Planning,7,798719,5,9,6,6,Email,Annual,2025-06-20,39,tax optimization;estate planning;medicare;risk management;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2345,61,Unemployed,1202,Married,1,341,1814,500,6,2702,Retirement,9,26031,1,6,10,8,App,Quarterly,2025-06-17,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C2346,29,Salaried,103407,Single,0,466,103163,5859,5,51303,Retirement,32,4607546,7,7,5,6,App,Quarterly,2025-02-20,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2347,35,Salaried,78582,Married,0,419,104160,5687,3,73577,Education,2,110811,5,8,5,6,In-Person,Quarterly,2024-12-30,46,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2348,24,Student,14243,Married,0,369,15837,1339,2,4766,Travel,5,19404,7,5,5,6,Email,Biannual,2024-09-24,29,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C2349,55,Salaried,184147,Divorced,1,499,112990,9200,5,701953,Retirement,6,3351509,6,8,6,6,In-Person,Biannual,2025-08-13,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2350,24,Unemployed,3090,Divorced,0,302,4646,500,2,4317,Home Purchase,5,17518,5,6,7,7,App,Biannual,2025-07-22,49,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2351,22,Salaried,59643,Married,0,431,94455,4221,1,9502,Debt Reduction,2,51755,9,5,2,6,In-Person,Annual,2025-07-12,30,debt payoff strategies;budgeting;savings strategies;retirement income;medicare,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2352,41,Salaried,87332,Divorced,1,436,225313,4253,6,161282,Business Investment,7,319267,4,10,8,4,Email,Annual,2024-09-12,29,tax optimization;estate planning;tax-efficient investing;long-term care;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2353,48,Salaried,201758,Widowed,0,479,719837,10884,3,544778,Wealth Accumulation,7,313248,8,10,3,8,App,Monthly,2024-08-06,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2354,30,Self-Employed,216513,Single,0,471,544685,10116,1,163733,Home Purchase,2,896574,9,7,2,6,Phone,Annual,2025-07-20,31,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2355,59,Self-Employed,227868,Divorced,1,471,200686,12359,2,747710,Retirement,3,2549930,8,8,3,8,App,Monthly,2025-07-20,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2356,54,Salaried,43229,Married,1,434,57063,4046,2,85938,Travel,2,8407,7,9,5,7,Email,Annual,2024-11-15,42,tax optimization;estate planning;charitable giving;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2357,62,Self-Employed,155318,Married,1,473,113758,13607,3,853099,Travel,2,10952,8,9,3,4,Email,Biannual,2025-05-18,29,tax optimization;estate planning;social security;tax-efficient investing;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2358,28,Salaried,133561,Married,1,465,163898,10014,2,72475,Retirement,39,7400222,8,7,3,6,App,Ad-hoc,2025-09-14,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2359,23,Student,12332,Married,1,353,21982,1487,2,2415,Home Purchase,5,62242,8,5,4,6,Chat,Quarterly,2025-01-07,32,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2360,81,Retired,16465,Married,1,392,20848,1684,3,173940,Retirement,1,208441,4,7,6,5,Email,Quarterly,2025-07-14,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2361,64,Retired,97898,Married,2,452,99463,8216,5,570233,Healthcare,3,56986,2,7,10,5,Email,Annual,2025-07-08,39,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C2362,41,Unemployed,3516,Married,3,335,7397,500,2,3287,Home Purchase,7,17417,4,6,7,4,Phone,Annual,2024-08-06,28,mortgage options;down payment;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2363,38,Self-Employed,261305,Divorced,0,443,500290,15196,3,448795,Retirement,22,6710268,8,10,4,6,App,Quarterly,2025-06-23,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2364,19,Student,8987,Single,1,327,6576,888,3,3676,Education,2,121612,6,3,6,7,App,Annual,2024-08-17,32,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2365,20,Unemployed,3535,Married,0,305,6751,500,2,1416,Emergency Fund,1,2609,5,6,7,6,App,Biannual,2025-01-11,41,budgeting;savings strategies;social security;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C2366,42,Salaried,134377,Married,1,480,375441,12128,4,193957,Home Purchase,2,751979,7,9,4,4,Email,Quarterly,2024-09-22,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2367,40,Salaried,167656,Married,2,465,276467,11871,4,274353,Retirement,21,5801605,6,10,5,6,In-Person,Biannual,2025-08-27,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2368,62,Salaried,119481,Married,1,473,26182,9497,5,466440,Retirement,1,1257993,6,9,6,4,Email,Annual,2024-12-20,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2369,48,Salaried,119064,Married,2,450,168611,7482,3,242694,Education,3,150163,6,9,5,7,Email,Quarterly,2025-08-27,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2370,64,Retired,60948,Married,2,451,27310,5934,6,241727,Estate Planning,5,389074,1,7,9,7,Phone,Ad-hoc,2025-04-29,43,budgeting;savings strategies;social security;college funding,treasury bonds;money market;CDs,3
+C2371,19,Student,11487,Married,0,342,22968,1137,2,4276,Travel,3,20260,7,5,4,8,App,Monthly,2024-10-20,38,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,3
+C2372,22,Student,12430,Single,0,377,16913,992,2,1360,Travel,1,17771,6,6,5,6,Email,Annual,2024-11-12,31,budgeting;savings strategies;medicare;investment allocation;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C2373,33,Unemployed,1517,Single,1,335,4955,500,2,1884,Emergency Fund,2,1160,5,6,7,4,Phone,Annual,2025-02-22,22,budgeting;savings strategies;tax-efficient investing;credit score;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C2374,41,Unemployed,1367,Divorced,1,336,6354,500,2,50,Business Investment,5,47580,5,7,6,7,App,Monthly,2024-09-24,39,budgeting;savings strategies;college funding;tax strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C2375,30,Unemployed,4367,Single,0,336,14807,500,3,4248,Home Purchase,1,21577,5,6,7,5,Phone,Annual,2024-10-01,35,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2376,58,Salaried,220306,Married,0,510,266111,12018,7,751246,Healthcare,7,271007,3,8,9,6,Email,Ad-hoc,2024-07-27,33,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C2377,64,Retired,53498,Divorced,1,406,66365,4577,3,225214,Healthcare,5,119752,4,8,8,5,In-Person,Quarterly,2024-10-30,36,tax optimization;estate planning;credit score;medicare;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2378,60,Self-Employed,171686,Single,2,483,104080,10013,4,810913,Retirement,9,2814318,7,9,4,3,App,Quarterly,2025-02-25,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2379,60,Salaried,160007,Married,0,474,108356,8346,7,458933,Healthcare,10,225063,5,10,7,8,In-Person,Quarterly,2024-12-03,61,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2380,44,Salaried,90685,Married,2,436,298596,6200,3,168704,Wealth Accumulation,5,142830,4,8,7,4,App,Biannual,2024-09-27,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2381,25,Salaried,52344,Divorced,0,399,72893,3620,1,14918,Debt Reduction,1,47811,8,8,2,6,App,Annual,2025-09-04,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2382,67,Retired,114961,Married,1,437,32023,10664,4,723243,Estate Planning,15,1127606,4,10,6,7,Email,Monthly,2025-01-09,48,tax optimization;estate planning;business succession;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2383,45,Self-Employed,63761,Married,0,447,238683,4638,1,163032,Business Investment,5,301724,7,10,3,5,Email,Ad-hoc,2025-06-27,34,tax optimization;estate planning;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2384,78,Retired,14375,Married,2,362,19645,1853,4,85538,Retirement,1,142699,4,6,7,4,In-Person,Biannual,2025-01-13,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2385,55,Salaried,214025,Married,0,468,175518,17127,2,729564,Wealth Accumulation,10,242093,7,9,3,3,Email,Annual,2024-08-30,23,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2386,60,Unemployed,4173,Divorced,0,336,1934,500,4,1171,Wealth Accumulation,15,4987,2,8,9,3,Email,Annual,2025-02-17,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C2387,50,Unemployed,3612,Married,1,379,1995,500,3,2031,Healthcare,10,84078,4,7,7,3,In-Person,Biannual,2024-08-29,23,budgeting;savings strategies;medicare;risk management;tax strategies,index funds;blue-chip stocks;corporate bonds,2
+C2388,45,Self-Employed,139770,Married,1,443,233749,11653,4,422431,Home Purchase,3,876641,6,10,4,6,In-Person,Quarterly,2025-02-18,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2389,34,Salaried,116958,Married,2,439,346284,9005,4,104203,Wealth Accumulation,3,68219,6,7,5,7,Phone,Monthly,2024-08-19,48,investment strategies;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C2390,79,Retired,38813,Divorced,0,384,38855,2741,4,257314,Estate Planning,20,1940453,4,7,7,3,Phone,Ad-hoc,2025-03-05,20,budgeting;savings strategies;insurance review;business succession,index funds;blue-chip stocks;corporate bonds,3
+C2391,32,Salaried,194865,Single,0,479,617964,12092,1,130806,Home Purchase,2,989691,9,6,1,5,Email,Biannual,2025-08-22,31,mortgage options;down payment;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2392,48,Unemployed,3286,Married,1,373,10117,500,2,3638,Retirement,14,94306,5,6,6,4,In-Person,Monthly,2024-11-22,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2393,60,Salaried,155956,Divorced,1,475,154604,9561,6,614916,Wealth Accumulation,7,119516,4,9,7,7,Phone,Monthly,2024-10-27,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2394,52,Salaried,214507,Single,2,506,144995,15342,2,534208,Travel,2,24951,8,9,2,8,Chat,Monthly,2025-07-05,55,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C2395,51,Unemployed,1752,Divorced,0,358,641,500,4,1743,Retirement,10,38177,5,6,7,3,Phone,Biannual,2025-11-14,20,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2396,73,Retired,45606,Married,0,381,37883,4490,4,373199,Retirement,1,533488,3,7,7,8,Phone,Quarterly,2025-04-04,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2397,64,Retired,74902,Married,1,427,20085,6083,5,439533,Retirement,2,1046799,2,10,8,6,Email,Quarterly,2025-11-23,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C2398,60,Salaried,119987,Married,0,460,137457,6802,4,420600,Retirement,3,1673496,6,7,4,5,Email,Quarterly,2025-02-21,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C2399,33,Salaried,86194,Married,1,423,141701,5878,2,50964,Retirement,31,3840480,8,7,4,7,App,Annual,2024-08-28,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2400,46,Self-Employed,248823,Married,1,490,400740,15779,2,532087,Retirement,24,10050680,9,10,2,5,App,Ad-hoc,2024-07-21,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2401,31,Unemployed,983,Single,0,357,4364,500,3,3456,Retirement,30,42659,5,6,6,5,Phone,Quarterly,2025-01-01,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2402,79,Retired,26014,Married,2,353,44381,3482,3,253511,Healthcare,10,286669,5,5,6,6,Phone,Biannual,2025-07-30,29,budgeting;savings strategies;social security;credit score,index funds;blue-chip stocks;corporate bonds,3
+C2403,59,Salaried,184784,Single,0,503,78350,7211,4,877425,Retirement,2,2251833,5,8,6,5,Phone,Biannual,2025-02-21,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2404,55,Salaried,134053,Married,1,475,32548,8879,6,449659,Retirement,15,3462367,2,8,8,7,Phone,Annual,2025-02-08,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,4
+C2405,49,Salaried,161752,Married,2,497,160123,10717,2,500729,Wealth Accumulation,10,73222,7,9,3,7,Email,Quarterly,2025-07-23,55,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2406,81,Retired,20881,Divorced,0,372,17591,1816,3,149982,Estate Planning,10,579246,2,9,8,7,In-Person,Quarterly,2025-07-28,38,tax optimization;estate planning;emergency fund;business succession;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C2407,68,Retired,73125,Widowed,1,405,24053,3062,5,474109,Healthcare,7,116982,4,10,7,5,Phone,Biannual,2025-10-04,37,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2408,25,Salaried,175051,Married,2,421,204341,12521,1,72036,Retirement,44,11222434,10,8,1,6,App,Biannual,2025-06-03,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2409,22,Salaried,153843,Single,0,403,264855,5361,1,38038,Travel,3,13197,10,7,1,8,Chat,Monthly,2025-06-07,46,budgeting;savings strategies;investment allocation;social security;medicare,growth stocks;sector ETFs;crypto assets,3
+C2410,24,Unemployed,3740,Married,0,353,8570,500,3,1097,Education,3,148330,6,4,5,8,Chat,Monthly,2024-07-22,49,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2411,28,Self-Employed,137436,Single,0,456,220571,4475,2,90168,Retirement,40,8029042,8,7,3,8,App,Monthly,2025-04-30,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C2412,59,Unemployed,1441,Married,0,339,1173,500,3,2523,Healthcare,7,270348,1,7,9,4,In-Person,Biannual,2025-06-19,32,budgeting;savings strategies;insurance review;estate planning;retirement income,treasury bonds;money market;CDs,2
+C2413,37,Unemployed,4019,Single,0,359,14418,500,3,3428,Wealth Accumulation,7,4600,4,8,8,6,App,Annual,2025-03-18,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2414,28,Self-Employed,55180,Married,2,384,51804,5026,1,26113,Home Purchase,7,304538,9,7,2,6,App,Quarterly,2025-03-13,45,mortgage options;down payment;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2415,39,Salaried,168404,Divorced,0,470,322406,9427,4,252752,Retirement,30,7872890,8,9,4,4,Email,Annual,2025-03-04,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2416,28,Self-Employed,152098,Single,0,465,203418,7301,1,91711,Debt Reduction,1,249114,10,6,1,8,App,Monthly,2025-11-17,38,debt payoff strategies;budgeting;savings strategies;risk management;credit score,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2417,26,Self-Employed,72251,Married,2,392,121161,6932,2,37254,Debt Reduction,1,73256,7,7,4,6,App,Quarterly,2025-07-11,36,debt payoff strategies;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C2418,52,Salaried,69667,Married,1,483,63375,6299,2,186074,Healthcare,10,241005,7,8,5,4,In-Person,Ad-hoc,2025-09-21,30,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2419,59,Salaried,233944,Married,2,454,353970,14342,6,708582,Retirement,5,3170861,6,9,6,8,Email,Monthly,2025-03-20,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2420,48,Salaried,96001,Married,0,485,300835,6625,2,257315,Home Purchase,5,652790,8,7,3,5,App,Quarterly,2025-01-12,29,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2421,62,Salaried,146879,Married,0,456,216400,9557,5,630455,Travel,3,13745,4,9,7,4,Phone,Monthly,2024-10-12,36,tax optimization;estate planning;social security;medicare;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2422,39,Self-Employed,198175,Married,2,480,719351,16594,4,384820,Wealth Accumulation,20,305350,7,7,4,5,Email,Annual,2025-09-14,28,investment strategies;budgeting;savings strategies;tax-efficient investing;college funding,growth stocks;sector ETFs;crypto assets,2
+C2423,49,Unemployed,246,Single,0,388,769,500,4,2244,Home Purchase,1,961,2,7,10,5,App,Annual,2025-11-06,28,mortgage options;down payment;budgeting;savings strategies;estate planning,treasury bonds;money market;CDs;high-yield savings,2
+C2424,57,Salaried,142122,Divorced,0,497,59662,8477,5,600610,Retirement,12,3721769,7,7,5,5,Phone,Biannual,2025-06-26,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2425,22,Salaried,120596,Married,0,436,77574,5694,3,17887,Education,4,130511,8,8,4,8,App,Monthly,2025-08-22,49,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2426,22,Salaried,112269,Divorced,2,426,82751,6972,4,25064,Emergency Fund,1,70598,7,7,5,7,Email,Monthly,2025-04-09,36,budgeting;savings strategies;investment allocation;retirement income,growth stocks;sector ETFs;crypto assets,3
+C2427,74,Retired,73374,Divorced,1,439,52959,4401,3,401456,Travel,5,19412,5,7,6,4,In-Person,Quarterly,2024-08-06,24,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C2428,37,Unemployed,3776,Widowed,2,327,9734,500,3,43,Retirement,30,168839,4,7,7,5,App,Biannual,2025-06-15,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2429,18,Student,2899,Married,0,371,2543,500,1,4457,Emergency Fund,2,868,8,4,2,6,App,Ad-hoc,2025-06-28,30,budgeting;savings strategies;insurance review;tax-efficient investing,growth stocks;sector ETFs;crypto assets,4
+C2430,64,Unemployed,3896,Married,2,355,4343,500,4,3812,Healthcare,15,175226,5,6,7,4,Email,Annual,2024-08-13,23,budgeting;savings strategies;credit score;retirement income;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C2431,36,Self-Employed,188229,Widowed,1,433,628873,10534,5,269579,Home Purchase,7,1116916,6,9,5,5,Email,Ad-hoc,2024-09-08,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2432,26,Self-Employed,89435,Divorced,0,401,147324,4616,2,36670,Debt Reduction,1,96880,8,7,3,7,App,Annual,2025-10-13,44,debt payoff strategies;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2433,52,Salaried,140582,Married,2,510,121116,10689,7,258419,Healthcare,7,240347,3,8,8,4,Phone,Quarterly,2025-03-04,27,tax optimization;estate planning;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C2434,65,Retired,73582,Married,2,401,94031,5308,5,363093,Healthcare,7,131800,2,8,10,7,Email,Monthly,2024-07-12,40,tax optimization;estate planning;tax-efficient investing;credit score;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C2435,57,Salaried,202650,Single,0,464,61985,12686,3,756644,Wealth Accumulation,5,238069,7,10,3,6,In-Person,Monthly,2024-12-01,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2436,32,Salaried,78567,Single,1,446,146395,3553,3,66319,Home Purchase,1,336077,5,7,6,8,Email,Monthly,2024-08-24,58,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2437,51,Salaried,66826,Divorced,0,447,40573,4517,5,132779,Healthcare,10,220098,3,9,9,4,Phone,Ad-hoc,2025-01-01,36,tax optimization;estate planning;risk management;credit score;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C2438,52,Salaried,120250,Married,1,458,33704,9267,3,333018,Estate Planning,20,1520438,7,8,3,7,Phone,Quarterly,2025-06-14,54,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2439,39,Salaried,77239,Married,1,451,81882,4862,2,128882,Retirement,23,2676550,7,7,4,6,Email,Biannual,2025-03-10,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2440,41,Salaried,226441,Widowed,0,481,458456,9372,5,443691,Business Investment,5,292350,6,8,6,8,Email,Monthly,2025-12-03,50,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2441,18,Student,3472,Married,1,324,3669,500,2,1592,Emergency Fund,1,2356,7,5,4,5,Chat,Monthly,2025-09-05,34,budgeting;savings strategies;college funding;tax-efficient investing;retirement income,growth stocks;sector ETFs;crypto assets,2
+C2442,49,Salaried,105361,Married,1,468,275430,6088,4,235629,Retirement,16,2640711,6,10,5,6,App,Biannual,2025-03-19,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2443,56,Salaried,188233,Divorced,0,492,172018,9350,4,610225,Wealth Accumulation,7,137640,4,7,6,4,Email,Ad-hoc,2024-11-29,24,investment strategies;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C2444,48,Unemployed,1497,Single,0,356,4155,500,2,4419,Wealth Accumulation,10,2269,6,7,6,6,Email,Quarterly,2024-10-17,42,investment strategies;budgeting;savings strategies;college funding;business succession,index funds;blue-chip stocks;corporate bonds,4
+C2445,23,Student,4439,Married,1,327,10130,500,2,2349,Travel,5,28409,7,6,4,6,Email,Biannual,2025-10-19,34,budgeting;savings strategies;charitable giving;social security;college funding,growth stocks;sector ETFs;crypto assets,2
+C2446,64,Salaried,161382,Single,2,473,166467,9992,4,624155,Retirement,4,2539633,7,10,4,6,In-Person,Monthly,2025-09-19,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2447,56,Salaried,208318,Married,2,469,267125,18726,5,516629,Wealth Accumulation,10,296401,5,10,7,4,Email,Biannual,2025-01-02,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2448,51,Self-Employed,258353,Divorced,0,472,280835,12346,3,833521,Retirement,19,7324752,6,9,5,7,Phone,Monthly,2025-12-12,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C2449,70,Retired,42540,Married,1,393,26091,3633,6,329865,Healthcare,10,140363,2,7,10,5,In-Person,Quarterly,2024-12-31,31,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,2
+C2450,31,Salaried,238638,Married,0,434,842501,11524,3,171926,Home Purchase,5,1534939,7,8,4,5,Phone,Biannual,2025-01-15,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2451,25,Self-Employed,145282,Divorced,2,448,103939,9999,1,43659,Debt Reduction,1,100933,9,10,2,7,Phone,Quarterly,2025-06-05,41,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2452,58,Self-Employed,177573,Married,1,448,96060,12546,3,820067,Retirement,10,3070731,6,10,4,7,In-Person,Annual,2025-06-16,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2453,44,Salaried,144740,Married,3,449,171229,15104,5,297374,Retirement,18,4102054,5,8,7,6,App,Ad-hoc,2024-10-23,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2454,75,Retired,41202,Married,2,372,20113,4937,2,231878,Healthcare,15,234341,6,8,4,4,Phone,Annual,2025-06-08,30,tax optimization;estate planning;retirement income;investment allocation;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2455,36,Salaried,100266,Widowed,0,458,106439,4646,4,127076,Home Purchase,5,613653,5,6,7,7,App,Monthly,2024-08-03,48,mortgage options;down payment;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C2456,53,Self-Employed,253373,Single,0,476,237129,16969,5,936455,Retirement,12,4904481,6,10,6,3,App,Biannual,2025-02-16,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2457,24,Salaried,43944,Married,0,397,46850,4560,1,9846,Travel,1,25755,9,6,1,6,In-Person,Annual,2025-03-16,40,budgeting;savings strategies;tax strategies;credit score;estate planning,growth stocks;sector ETFs;crypto assets,3
+C2458,18,Student,9926,Married,0,370,16007,872,4,4152,Debt Reduction,1,19843,5,4,7,8,App,Quarterly,2025-01-17,47,debt payoff strategies;budgeting;savings strategies;charitable giving;investment allocation,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2459,23,Salaried,168747,Married,0,441,138029,9649,3,41873,Debt Reduction,2,169951,7,5,4,6,Email,Quarterly,2025-05-17,41,debt payoff strategies;budgeting;savings strategies;insurance review;tax-efficient investing,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2460,22,Student,6731,Single,0,367,8730,529,2,181,Education,4,165646,6,4,5,7,App,Monthly,2025-08-22,42,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2461,32,Self-Employed,38126,Single,0,403,45583,3030,2,34061,Home Purchase,5,245555,6,5,5,6,App,Annual,2025-09-30,32,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2462,64,Self-Employed,42733,Married,0,429,39559,3821,2,209331,Wealth Accumulation,20,42920,8,6,3,4,Phone,Annual,2024-07-17,27,investment strategies;budgeting;savings strategies;credit score;college funding,growth stocks;sector ETFs;crypto assets,3
+C2463,33,Salaried,165898,Married,1,448,226007,11492,5,146211,Home Purchase,3,955209,6,8,5,5,App,Biannual,2024-11-06,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2464,46,Unemployed,212,Married,0,375,564,500,3,552,Retirement,23,6526,4,7,7,6,In-Person,Quarterly,2024-08-11,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2465,33,Unemployed,4549,Single,0,324,13860,500,3,4955,Retirement,30,207597,5,6,5,7,Email,Quarterly,2024-10-14,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2466,73,Retired,51275,Divorced,0,404,30126,3279,6,402312,Retirement,1,521819,2,8,9,7,In-Person,Monthly,2025-07-10,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C2467,80,Retired,34046,Divorced,0,362,61400,2212,3,353334,Estate Planning,10,1348884,5,6,5,6,Email,Annual,2024-11-22,37,budgeting;savings strategies;social security;long-term care;college funding,index funds;blue-chip stocks;corporate bonds,4
+C2468,60,Retired,27583,Single,0,405,9041,2222,4,86857,Retirement,10,543270,4,7,8,6,Email,Quarterly,2025-08-10,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2469,77,Retired,80566,Married,2,377,100683,6707,3,622434,Healthcare,15,234498,4,7,6,8,Phone,Monthly,2025-09-23,51,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,4
+C2470,19,Student,9195,Divorced,1,349,20394,909,2,4520,Education,3,116209,6,3,4,7,App,Annual,2024-09-12,34,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2471,34,Unemployed,1834,Married,2,359,3130,500,3,92,Debt Reduction,1,2539,3,6,8,6,Email,Biannual,2024-09-19,30,debt payoff strategies;budgeting;savings strategies;retirement income,treasury bonds;money market;CDs;debt consolidation loan,3
+C2472,53,Self-Employed,311306,Married,2,515,239091,27363,4,872669,Wealth Accumulation,7,200759,5,8,7,3,Email,Biannual,2025-03-01,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2473,72,Retired,86200,Single,1,445,72677,4612,4,549031,Emergency Fund,2,82332,4,7,7,5,Phone,Quarterly,2025-07-05,39,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,2
+C2474,30,Salaried,180915,Married,2,431,447863,18115,3,87932,Home Purchase,2,820811,8,8,4,5,In-Person,Annual,2025-05-15,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2475,57,Salaried,224184,Married,1,484,96449,14500,4,938898,Retirement,11,3808109,6,10,6,3,Chat,Biannual,2024-08-11,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2476,31,Self-Employed,263157,Single,2,445,715915,22661,4,146237,Emergency Fund,2,140818,7,8,4,6,Email,Quarterly,2025-08-02,39,tax optimization;estate planning;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2477,38,Salaried,174293,Widowed,1,488,273765,12536,5,182734,Education,2,163090,6,8,5,8,Phone,Quarterly,2024-11-08,42,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2478,51,Salaried,92899,Married,0,463,69969,6068,3,154074,Wealth Accumulation,3,111318,5,9,6,5,Phone,Quarterly,2024-12-11,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2479,24,Self-Employed,207183,Single,1,404,301471,9784,1,85068,Emergency Fund,1,78973,10,6,1,7,App,Annual,2025-05-17,49,budgeting;savings strategies;tax strategies;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C2480,62,Unemployed,4155,Married,2,330,5820,500,4,3733,Retirement,4,57747,1,6,9,7,Phone,Biannual,2025-08-06,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2481,35,Salaried,223693,Single,0,439,531951,7174,3,164250,Retirement,29,7295029,8,8,3,5,App,Biannual,2025-11-07,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2482,63,Unemployed,2984,Single,0,353,4690,500,3,817,Retirement,4,39332,2,7,9,7,Phone,Quarterly,2024-10-13,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2483,47,Salaried,49789,Single,0,449,163983,2894,3,116031,Wealth Accumulation,7,76328,5,9,7,4,App,Annual,2025-04-25,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2484,50,Self-Employed,223393,Married,0,506,191966,10920,5,433060,Healthcare,5,131803,6,10,6,5,Email,Quarterly,2025-06-24,33,tax optimization;estate planning;college funding;investment allocation;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2485,24,Student,12686,Married,0,377,14504,1328,2,1788,Travel,1,28571,7,6,4,6,App,Biannual,2025-08-25,36,budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C2486,55,Self-Employed,245121,Married,2,456,87788,23843,5,954383,Wealth Accumulation,7,195405,7,9,5,4,In-Person,Biannual,2024-08-24,31,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2487,18,Student,4763,Married,0,374,7689,500,1,4413,Travel,1,14154,6,6,4,7,App,Biannual,2025-10-29,45,budgeting;savings strategies;credit score;charitable giving;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C2488,60,Salaried,209116,Married,1,457,123686,14448,3,952955,Healthcare,10,290768,5,10,5,6,Email,Monthly,2025-11-04,39,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2489,65,Retired,28746,Single,0,431,15624,2514,4,169378,Retirement,4,436552,1,6,9,4,Phone,Biannual,2025-04-27,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2490,64,Retired,109453,Married,2,460,45164,11871,5,628576,Retirement,6,1838199,5,8,6,5,Email,Monthly,2024-07-31,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2491,60,Retired,103146,Married,0,470,46597,5710,9,327864,Retirement,10,1881122,2,7,9,6,In-Person,Monthly,2025-09-29,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,3
+C2492,23,Student,10680,Married,1,331,9532,1247,2,1858,Debt Reduction,1,19500,7,4,5,7,App,Quarterly,2025-08-08,35,debt payoff strategies;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2493,58,Salaried,98193,Divorced,1,472,21603,4972,4,446879,Retirement,8,1625834,5,9,6,5,In-Person,Annual,2025-03-13,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2494,57,Unemployed,1662,Single,0,376,2156,500,4,2772,Retirement,5,29895,2,6,9,5,Phone,Quarterly,2024-08-12,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2495,57,Salaried,225168,Married,0,472,192427,13857,5,674355,Healthcare,5,149351,6,10,5,6,App,Monthly,2025-01-24,48,tax optimization;estate planning;charitable giving;medicare;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2496,43,Salaried,155567,Married,1,465,513378,12654,4,269071,Home Purchase,1,701674,6,10,6,7,Chat,Quarterly,2025-01-19,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2497,43,Salaried,76103,Single,0,481,253811,3094,4,155984,Home Purchase,3,479023,5,8,6,5,Phone,Quarterly,2025-03-11,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2498,59,Salaried,182877,Married,0,484,244175,9866,4,754537,Retirement,10,3705397,6,10,6,5,Phone,Annual,2025-07-26,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2499,22,Student,14337,Married,1,389,18537,1579,1,1220,Emergency Fund,1,10885,6,6,4,7,Email,Annual,2024-10-11,38,budgeting;savings strategies;charitable giving;long-term care;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C2500,22,Salaried,139883,Married,1,443,170988,10043,3,21560,Education,3,105033,6,7,4,6,Email,Monthly,2025-12-02,42,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C2501,29,Salaried,219211,Married,1,430,226127,16199,3,139247,Emergency Fund,1,93673,8,8,3,6,Chat,Quarterly,2025-04-24,37,tax optimization;estate planning;college funding;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2502,41,Self-Employed,292740,Married,2,445,678069,26884,2,430460,Retirement,20,7930936,9,8,2,5,In-Person,Biannual,2025-02-12,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2503,85,Retired,53282,Married,1,354,71479,5050,7,615005,Healthcare,15,122780,1,9,10,7,In-Person,Annual,2025-09-12,43,tax optimization;estate planning;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C2504,40,Self-Employed,105472,Married,1,460,167810,8010,3,169533,Business Investment,15,149022,7,10,3,6,In-Person,Monthly,2025-04-06,45,tax optimization;estate planning;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2505,57,Self-Employed,140972,Married,1,447,88287,10886,6,465301,Retirement,9,2776008,4,10,7,3,Phone,Annual,2025-06-21,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2506,73,Retired,52777,Married,1,387,22787,4913,4,317931,Healthcare,10,254142,3,8,8,7,Phone,Biannual,2025-04-12,54,tax optimization;estate planning;long-term care;credit score,treasury bonds;money market;CDs;tax-efficient funds,4
+C2507,72,Retired,70749,Married,0,398,88896,3704,4,541626,Travel,5,29568,3,10,7,5,Phone,Quarterly,2024-10-28,37,tax optimization;estate planning;business succession;medicare;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C2508,36,Unemployed,2980,Divorced,2,324,13829,500,2,3789,Retirement,26,125253,4,6,6,6,Email,Quarterly,2025-03-13,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2509,78,Retired,71626,Married,2,388,60910,4824,5,640779,Estate Planning,7,1641275,4,6,7,7,Phone,Quarterly,2025-04-14,39,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C2510,18,Student,9986,Married,1,364,14538,1186,2,4453,Travel,1,25409,6,5,5,7,Phone,Biannual,2025-02-27,46,budgeting;savings strategies;insurance review;business succession,index funds;blue-chip stocks;corporate bonds,4
+C2511,50,Salaried,254814,Single,0,496,104695,17427,3,422761,Travel,1,15999,6,10,5,4,In-Person,Biannual,2024-09-17,41,tax optimization;estate planning;tax-efficient investing;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2512,19,Student,6272,Single,0,370,9769,537,3,2715,Travel,2,16760,6,5,5,6,App,Monthly,2025-11-29,38,budgeting;savings strategies;insurance review;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C2513,18,Student,13124,Divorced,0,344,21806,1163,2,4297,Emergency Fund,1,9630,7,5,5,6,Email,Quarterly,2025-05-03,32,budgeting;savings strategies;retirement income;medicare;social security,growth stocks;sector ETFs;crypto assets,3
+C2514,62,Salaried,58094,Divorced,0,450,29552,4635,3,262368,Healthcare,10,111964,3,8,8,7,Phone,Biannual,2025-02-26,43,tax optimization;estate planning;tax-efficient investing;risk management;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C2515,80,Retired,62310,Divorced,1,370,99603,5525,4,617962,Retirement,1,634803,4,8,7,6,Phone,Annual,2025-03-16,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2516,54,Salaried,162545,Single,2,454,134346,10800,5,385338,Wealth Accumulation,3,96162,4,10,7,3,Phone,Biannual,2024-08-27,32,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2517,27,Salaried,105918,Divorced,0,459,190959,4510,3,42486,Debt Reduction,1,146685,8,8,3,6,Phone,Annual,2025-03-23,46,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2518,29,Salaried,154904,Married,0,437,231936,6897,4,83898,Wealth Accumulation,3,124660,7,9,4,5,Email,Quarterly,2024-10-26,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2519,22,Salaried,99911,Married,0,399,113017,7547,1,21197,Emergency Fund,1,25494,7,6,3,7,App,Monthly,2025-08-17,39,budgeting;savings strategies;emergency fund;business succession;estate planning,growth stocks;sector ETFs;crypto assets,3
+C2520,65,Self-Employed,264717,Single,2,442,150241,13374,2,1352061,Estate Planning,10,460284,8,9,2,5,Phone,Quarterly,2025-10-01,36,tax optimization;estate planning;long-term care;tax-efficient investing;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2521,22,Salaried,151593,Single,0,427,235841,9323,2,33512,Education,2,170435,8,7,3,7,In-Person,Monthly,2025-03-18,47,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2522,65,Retired,73553,Single,0,431,55942,5304,3,410077,Healthcare,5,271393,4,6,8,5,In-Person,Quarterly,2024-09-03,33,budgeting;savings strategies;insurance review;tax-efficient investing;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C2523,49,Unemployed,1187,Married,0,374,2881,500,4,1735,Retirement,21,30425,3,8,8,7,Email,Biannual,2025-09-18,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,4
+C2524,62,Retired,52285,Married,2,419,43502,6380,4,228438,Wealth Accumulation,5,29263,4,9,6,6,Phone,Monthly,2025-01-09,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2525,38,Unemployed,3786,Married,2,382,10731,500,4,1370,Education,3,115595,2,8,8,7,App,Quarterly,2025-01-24,50,education savings;529 plans;financial aid strategies;tax optimization;estate planning,treasury bonds;money market;CDs;529 plan,2
+C2526,48,Unemployed,598,Married,0,398,879,500,3,1417,Home Purchase,1,3057,4,7,7,6,Email,Annual,2025-10-15,46,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2527,69,Retired,51294,Married,1,402,64372,4994,5,308386,Estate Planning,20,1941959,2,8,9,4,App,Biannual,2025-11-17,36,tax optimization;estate planning;emergency fund;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C2528,20,Student,6425,Divorced,0,335,7461,571,2,2245,Travel,5,23132,6,4,5,7,Email,Quarterly,2024-09-29,39,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C2529,20,Student,9687,Married,0,362,15269,848,2,251,Travel,2,20399,8,3,3,6,App,Quarterly,2024-11-03,36,budgeting;savings strategies;emergency fund;social security;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C2530,25,Student,5416,Divorced,2,373,10620,506,2,1093,Debt Reduction,2,5384,6,4,4,8,In-Person,Biannual,2025-03-26,39,debt payoff strategies;budgeting;savings strategies;credit score;medicare,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2531,39,Self-Employed,149565,Married,3,463,365081,14146,5,276409,Business Investment,5,482855,5,8,7,5,App,Annual,2025-01-04,34,tax optimization;estate planning;business succession;long-term care;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2532,46,Salaried,66130,Married,1,439,114179,7000,4,160678,Business Investment,10,340140,4,7,7,4,App,Quarterly,2025-09-02,27,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,2
+C2533,81,Retired,33151,Married,0,395,47236,2725,4,271754,Estate Planning,15,1038681,5,10,6,4,Email,Ad-hoc,2025-03-10,33,tax optimization;estate planning;emergency fund;insurance review;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2534,25,Student,17580,Single,0,390,22081,1571,2,480,Debt Reduction,1,14039,6,6,4,6,App,Biannual,2024-07-24,38,debt payoff strategies;budgeting;savings strategies;retirement income;college funding,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2535,22,Salaried,96848,Single,0,427,118256,4917,3,21534,Travel,3,8613,6,8,5,7,App,Quarterly,2025-04-01,52,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2536,33,Salaried,93568,Married,0,456,227889,3642,3,52935,Home Purchase,3,475839,7,6,4,5,App,Annual,2025-11-11,37,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2537,19,Student,16235,Single,0,381,22493,1452,2,602,Education,4,118382,6,5,5,8,App,Quarterly,2025-10-18,45,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2538,18,Student,10084,Single,0,336,6131,824,3,1924,Emergency Fund,2,3373,5,4,6,6,App,Ad-hoc,2025-11-06,33,budgeting;savings strategies;charitable giving;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C2539,85,Retired,27946,Divorced,0,387,34701,2546,3,225904,Estate Planning,20,955551,4,5,6,7,In-Person,Monthly,2024-11-14,34,budgeting;savings strategies;long-term care;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C2540,22,Salaried,142125,Married,1,451,176198,12889,2,22642,Education,5,129846,7,9,4,6,Chat,Annual,2024-10-05,47,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2541,29,Unemployed,1423,Married,2,355,1193,500,1,2770,Home Purchase,1,8645,6,7,4,5,App,Quarterly,2024-07-05,29,mortgage options;down payment;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2542,25,Student,4876,Married,1,341,5492,525,2,2884,Home Purchase,5,30500,6,6,5,6,App,Monthly,2025-04-18,34,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2543,46,Unemployed,1935,Single,0,373,4161,500,2,4087,Education,7,139004,5,7,5,7,Phone,Monthly,2024-10-02,39,education savings;529 plans;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2544,47,Self-Employed,187242,Married,2,480,502983,10843,4,572386,Retirement,20,4725929,7,10,4,7,In-Person,Quarterly,2025-01-11,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2545,23,Student,3550,Married,0,374,3018,500,3,991,Travel,3,26528,7,4,5,8,App,Quarterly,2025-08-23,38,budgeting;savings strategies;charitable giving;insurance review,growth stocks;sector ETFs;crypto assets,3
+C2546,25,Student,20954,Single,0,379,24720,1863,2,1198,Emergency Fund,1,13735,7,6,4,5,App,Monthly,2024-09-13,28,budgeting;savings strategies;tax strategies;investment allocation;medicare,growth stocks;sector ETFs;crypto assets,3
+C2547,39,Salaried,101638,Married,1,459,242410,6572,4,123358,Business Investment,5,147470,7,8,4,7,App,Quarterly,2025-01-10,45,tax optimization;estate planning;medicare;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2548,50,Salaried,58727,Single,0,481,15184,4810,4,103097,Retirement,12,1362155,4,6,7,6,Phone,Biannual,2024-07-27,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2549,31,Salaried,143352,Married,1,476,275518,11033,3,67662,Debt Reduction,1,201573,7,8,5,4,Email,Ad-hoc,2025-06-05,28,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2550,61,Retired,60204,Married,0,411,77269,5505,3,311892,Healthcare,5,249612,5,9,6,5,In-Person,Monthly,2025-05-30,36,tax optimization;estate planning;college funding;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2551,67,Retired,103127,Married,1,408,170857,7505,4,527402,Retirement,1,1148082,5,9,6,4,Phone,Ad-hoc,2025-01-23,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2552,83,Retired,75721,Single,0,408,77244,2934,4,785776,Estate Planning,5,1377517,1,9,9,6,Email,Annual,2024-08-02,42,tax optimization;estate planning;medicare;tax strategies;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C2553,63,Salaried,119203,Single,1,479,40660,7441,8,402455,Retirement,1,1551213,2,8,10,6,Phone,Biannual,2024-11-01,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,4
+C2554,81,Retired,27295,Married,1,393,10353,2624,3,221453,Retirement,1,262742,4,7,8,7,Phone,Quarterly,2025-03-13,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2555,39,Salaried,112730,Married,1,483,268892,8389,2,125872,Business Investment,20,233975,7,8,3,5,Chat,Ad-hoc,2024-12-06,39,tax optimization;estate planning;emergency fund;long-term care;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2556,61,Self-Employed,85132,Married,1,416,85010,4360,3,550590,Healthcare,5,72724,8,7,4,6,Email,Quarterly,2025-11-17,33,budgeting;savings strategies;charitable giving;tax strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C2557,45,Salaried,204285,Married,0,476,505391,14008,3,521040,Business Investment,5,181624,6,10,4,7,Email,Annual,2025-11-15,56,tax optimization;estate planning;credit score;social security;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2558,62,Retired,110755,Divorced,1,425,147490,5772,3,510309,Wealth Accumulation,7,155571,6,6,4,8,Phone,Quarterly,2025-01-29,54,investment strategies;budgeting;savings strategies;long-term care;medicare,index funds;blue-chip stocks;corporate bonds,4
+C2559,65,Unemployed,1718,Single,0,345,663,500,3,711,Retirement,1,17254,4,5,7,5,Email,Quarterly,2024-08-03,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2560,22,Self-Employed,147857,Married,0,414,259606,6711,2,27919,Education,2,172290,9,8,2,5,App,Biannual,2024-11-13,33,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2561,51,Salaried,66412,Single,0,477,45597,4023,2,139881,Retirement,12,1231752,6,8,5,7,Phone,Monthly,2025-06-29,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2562,63,Retired,28785,Divorced,1,390,31647,2717,3,134072,Wealth Accumulation,10,16203,1,5,9,4,Phone,Biannual,2024-07-27,25,investment strategies;budgeting;savings strategies;charitable giving;social security,treasury bonds;money market;CDs,3
+C2563,64,Salaried,153491,Married,1,470,101875,9468,6,532145,Healthcare,5,207730,4,9,8,7,Email,Quarterly,2025-02-05,47,tax optimization;estate planning;long-term care;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2564,28,Unemployed,529,Married,2,340,583,500,3,4117,Debt Reduction,1,841,6,5,6,7,In-Person,Monthly,2025-12-02,39,debt payoff strategies;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2565,60,Salaried,54132,Married,1,448,60947,4391,4,257038,Wealth Accumulation,5,54042,4,6,8,6,In-Person,Quarterly,2024-09-09,37,investment strategies;budgeting;savings strategies;college funding;estate planning,index funds;blue-chip stocks;corporate bonds,2
+C2566,63,Self-Employed,34624,Single,1,390,47465,2832,4,158848,Healthcare,7,246529,3,8,8,5,Phone,Quarterly,2025-04-12,41,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C2567,72,Retired,110735,Single,0,425,195517,5195,5,739630,Retirement,1,1101653,3,8,8,4,In-Person,Quarterly,2025-01-14,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C2568,21,Unemployed,59,Married,0,342,76,500,2,2907,Education,2,162087,6,3,5,7,App,Biannual,2025-11-24,39,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2569,32,Salaried,247915,Divorced,0,480,818801,13767,3,158148,Debt Reduction,2,174390,7,7,3,5,App,Quarterly,2025-10-15,30,debt payoff strategies;budgeting;savings strategies;insurance review;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C2570,60,Retired,32918,Married,1,440,42315,2922,4,169840,Estate Planning,7,943118,2,6,9,5,Phone,Quarterly,2025-11-16,29,budgeting;savings strategies;tax strategies;insurance review;retirement income,treasury bonds;money market;CDs,3
+C2571,65,Retired,99092,Married,0,419,122899,6998,4,579290,Estate Planning,15,983338,5,8,7,7,Email,Quarterly,2024-09-05,41,tax optimization;estate planning;retirement income;medicare;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2572,66,Retired,23686,Married,2,383,23208,2916,3,124342,Estate Planning,7,132046,4,5,7,4,Email,Biannual,2025-04-20,22,budgeting;savings strategies;insurance review;tax-efficient investing;credit score,index funds;blue-chip stocks;corporate bonds,3
+C2573,20,Student,5650,Married,0,334,8758,558,1,3410,Travel,1,22023,8,4,2,7,Phone,Quarterly,2024-10-10,36,budgeting;savings strategies;college funding;retirement income;long-term care,growth stocks;sector ETFs;crypto assets,3
+C2574,61,Salaried,173636,Divorced,0,443,51613,8490,4,681758,Retirement,3,2291266,6,10,4,7,Email,Annual,2025-01-30,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C2575,44,Salaried,48354,Single,2,467,100896,4567,2,108581,Business Investment,7,78802,7,7,4,4,Phone,Ad-hoc,2024-09-19,34,budgeting;savings strategies;estate planning;social security,growth stocks;sector ETFs;crypto assets,2
+C2576,22,Unemployed,1631,Widowed,2,350,1097,500,4,4566,Education,3,155914,5,4,7,7,App,Quarterly,2025-05-28,32,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2577,26,Salaried,111456,Married,2,436,170849,7770,4,49107,Retirement,38,5015701,8,6,4,8,App,Annual,2024-09-26,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2578,50,Unemployed,2602,Married,2,390,2088,500,4,4052,Healthcare,10,145031,3,8,8,3,Email,Annual,2024-07-28,25,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C2579,41,Unemployed,3235,Married,0,387,10607,500,2,4693,Retirement,25,125472,5,8,5,7,Email,Quarterly,2025-05-28,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2580,76,Retired,51714,Married,2,392,16014,5630,5,396683,Retirement,1,607984,4,6,7,4,Phone,Ad-hoc,2024-09-09,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2581,64,Salaried,209674,Widowed,0,459,121613,9728,6,713720,Estate Planning,7,1854883,5,7,7,4,Phone,Biannual,2025-11-12,27,budgeting;savings strategies;business succession;charitable giving;risk management,index funds;blue-chip stocks;corporate bonds,2
+C2582,38,Self-Employed,195806,Divorced,2,468,248837,14100,3,362227,Business Investment,10,434462,8,8,4,6,In-Person,Monthly,2024-08-31,46,tax optimization;estate planning;risk management;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2583,48,Salaried,57885,Single,0,463,175677,4224,4,139319,Business Investment,10,369766,4,9,6,6,Email,Biannual,2024-08-02,42,tax optimization;estate planning;risk management;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2584,45,Self-Employed,278982,Married,1,459,785526,26553,1,843166,Retirement,17,6029803,10,10,1,5,Email,Ad-hoc,2025-10-27,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2585,37,Salaried,233523,Single,0,473,655222,8453,2,231179,Retirement,31,8823026,6,9,4,8,App,Quarterly,2025-03-10,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2586,28,Salaried,139752,Single,2,461,91416,9517,3,52961,Debt Reduction,3,213188,6,7,5,8,Chat,Quarterly,2025-09-14,46,debt payoff strategies;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2587,62,Retired,107963,Married,1,422,88268,8318,8,532657,Retirement,3,1593695,2,9,9,5,In-Person,Biannual,2025-02-19,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C2588,19,Student,2988,Single,0,347,3326,500,1,3690,Travel,3,16413,7,5,3,6,App,Monthly,2025-06-06,41,budgeting;savings strategies;college funding;charitable giving;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C2589,82,Retired,72437,Married,0,381,46911,5176,3,676539,Travel,2,12324,5,7,7,8,Phone,Monthly,2024-10-31,49,budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds,3
+C2590,54,Self-Employed,292685,Married,1,483,114515,17419,4,812929,Retirement,12,7527455,6,9,5,4,Phone,Annual,2024-08-29,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2591,58,Salaried,89846,Single,0,442,73522,5003,2,410878,Estate Planning,7,330351,6,8,4,6,Email,Biannual,2024-09-27,43,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2592,63,Retired,40153,Married,0,444,30772,3939,6,210117,Travel,5,23912,2,6,9,6,Email,Monthly,2025-11-18,29,budgeting;savings strategies;tax-efficient investing;insurance review,treasury bonds;money market;CDs,3
+C2593,19,Student,8002,Married,0,359,9722,812,1,538,Travel,3,8370,7,5,3,6,App,Quarterly,2025-12-06,31,budgeting;savings strategies;retirement income;estate planning,growth stocks;sector ETFs;crypto assets,3
+C2594,82,Retired,73139,Divorced,1,408,75122,4719,3,671813,Healthcare,5,84495,4,9,6,6,Email,Annual,2024-10-15,42,tax optimization;estate planning;insurance review;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2595,67,Retired,61388,Married,2,392,51327,5744,3,330653,Retirement,1,654454,5,9,5,3,Phone,Annual,2024-09-08,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2596,83,Retired,45482,Divorced,1,406,47763,3526,3,391631,Retirement,1,533472,5,7,6,7,Email,Quarterly,2025-04-09,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2597,22,Student,11577,Married,0,355,20898,1240,2,3201,Travel,3,29810,5,4,6,6,Chat,Quarterly,2024-12-05,31,budgeting;savings strategies;emergency fund;retirement income;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C2598,41,Salaried,215016,Married,2,452,249777,19478,3,309327,Retirement,22,6337594,9,9,3,8,Phone,Monthly,2025-07-07,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2599,27,Self-Employed,271539,Married,2,440,182401,21614,2,113685,Wealth Accumulation,7,200945,8,7,3,6,App,Quarterly,2025-05-19,38,investment strategies;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C2600,51,Self-Employed,144039,Married,0,488,120523,6770,3,324095,Wealth Accumulation,10,236622,6,8,4,6,In-Person,Quarterly,2025-01-18,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2601,60,Self-Employed,161343,Married,1,448,128839,9174,4,938998,Retirement,1,1557192,8,9,4,5,In-Person,Biannual,2024-08-25,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2602,40,Salaried,140894,Single,0,474,212337,7031,4,207392,Wealth Accumulation,7,148136,7,9,4,6,In-Person,Quarterly,2025-04-06,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2603,64,Retired,38944,Married,1,387,64413,4074,3,143683,Healthcare,20,108986,4,10,6,5,Email,Ad-hoc,2025-12-23,37,tax optimization;estate planning;tax strategies;credit score;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2604,32,Self-Employed,77372,Married,1,451,203722,5794,1,81336,Wealth Accumulation,3,45503,8,9,3,4,Chat,Annual,2025-05-18,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2605,78,Retired,62722,Married,2,397,17827,6766,5,516858,Healthcare,3,80883,4,8,7,4,In-Person,Biannual,2025-12-21,34,tax optimization;estate planning;college funding;business succession;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2606,48,Salaried,151058,Married,1,465,170018,10056,2,431417,Home Purchase,5,696769,7,8,3,8,Email,Quarterly,2024-09-01,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2607,61,Retired,90299,Single,0,462,65197,5564,4,305781,Retirement,4,1500833,3,7,9,6,Email,Quarterly,2025-12-01,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2608,64,Salaried,146103,Married,0,453,165872,10896,4,856693,Retirement,1,1434682,5,8,6,5,App,Quarterly,2024-12-07,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2609,37,Salaried,218488,Married,2,478,306939,16343,4,207386,Retirement,25,7599113,5,8,6,7,Email,Annual,2025-07-24,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2610,43,Salaried,164393,Single,0,465,302109,6963,4,216580,Retirement,22,4946900,7,9,4,7,Email,Biannual,2024-07-06,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2611,77,Retired,85754,Married,2,408,85860,4752,3,481924,Healthcare,7,157612,5,6,6,3,Chat,Annual,2024-10-27,17,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,2
+C2612,65,Salaried,213365,Single,0,449,256025,9772,4,1015215,Estate Planning,3,671374,6,8,4,3,Phone,Biannual,2025-04-21,21,tax optimization;estate planning;tax strategies;social security;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2613,48,Salaried,103784,Married,2,458,126897,9129,4,302772,Education,3,120873,5,9,5,6,Phone,Monthly,2024-11-02,41,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2614,19,Student,8541,Married,0,363,8278,758,1,4650,Education,4,174386,8,3,2,6,App,Annual,2025-11-23,28,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2615,53,Salaried,217706,Single,0,511,223208,8510,4,699866,Estate Planning,7,1061811,7,8,5,8,App,Monthly,2025-12-10,60,tax optimization;estate planning;medicare;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C2616,79,Retired,91597,Single,0,376,36453,4051,4,585385,Healthcare,15,114841,3,5,8,8,Phone,Quarterly,2025-03-09,51,budgeting;savings strategies;long-term care;investment allocation;charitable giving,treasury bonds;money market;CDs,3
+C2617,58,Self-Employed,110587,Single,0,428,130573,5817,4,510286,Wealth Accumulation,20,60620,5,10,6,5,Email,Biannual,2024-09-14,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2618,84,Retired,20079,Widowed,1,349,14686,1718,3,194538,Estate Planning,7,313144,3,5,8,4,Email,Biannual,2025-03-20,29,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C2619,84,Retired,61162,Married,2,416,61694,5662,4,585435,Healthcare,3,105728,3,7,7,6,Email,Quarterly,2024-10-08,35,budgeting;savings strategies;social security,treasury bonds;money market;CDs,2
+C2620,35,Salaried,142493,Married,3,476,389126,13874,6,157488,Retirement,26,4966847,5,8,7,7,In-Person,Quarterly,2025-09-29,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2621,36,Salaried,50163,Married,2,449,94419,5354,3,42988,Home Purchase,7,255091,5,9,7,7,In-Person,Monthly,2025-11-11,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2622,70,Retired,44696,Married,1,429,25720,3275,2,315425,Estate Planning,5,1379229,6,7,6,4,Email,Biannual,2025-08-03,26,budgeting;savings strategies;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds,2
+C2623,46,Salaried,64001,Married,0,457,258184,5110,4,104293,Retirement,24,2243603,5,7,6,5,App,Ad-hoc,2024-07-16,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2624,22,Student,22224,Divorced,0,351,44151,1833,2,3540,Travel,1,5753,5,5,5,6,App,Quarterly,2025-06-05,34,budgeting;savings strategies;tax-efficient investing;college funding;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C2625,60,Self-Employed,122868,Married,0,467,118925,6765,3,697719,Travel,2,26021,6,8,5,7,Phone,Annual,2025-09-19,54,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2626,27,Salaried,190839,Married,1,453,130345,17445,1,63052,Debt Reduction,1,113594,9,10,1,7,App,Quarterly,2025-03-01,49,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2627,65,Salaried,180711,Single,0,481,157007,6900,6,711359,Healthcare,15,83275,3,9,9,4,In-Person,Annual,2024-10-18,36,tax optimization;estate planning;tax-efficient investing;tax strategies;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C2628,30,Salaried,177041,Married,1,467,485473,12705,6,83501,Retirement,32,6759265,6,6,6,7,Email,Monthly,2024-08-11,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2629,64,Retired,42267,Married,2,425,56525,4863,5,201154,Retirement,5,691358,3,7,8,5,Email,Quarterly,2025-03-09,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2630,34,Salaried,124111,Widowed,1,427,276071,8036,3,116735,Emergency Fund,2,120134,7,8,4,7,Email,Quarterly,2024-09-04,39,tax optimization;estate planning;college funding;risk management;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2631,45,Salaried,109765,Single,0,464,169749,5479,2,237433,Retirement,20,3069039,7,10,3,8,App,Monthly,2025-10-06,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C2632,30,Self-Employed,117141,Single,0,429,234004,7230,1,64161,Emergency Fund,3,94578,8,9,2,6,Email,Quarterly,2024-07-08,38,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C2633,36,Self-Employed,164819,Single,2,446,367132,11040,5,186574,Home Purchase,2,923220,6,8,6,5,Email,Quarterly,2025-02-21,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2634,47,Unemployed,404,Married,1,394,901,500,3,4364,Retirement,20,10034,5,6,7,5,In-Person,Annual,2024-09-21,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2635,64,Self-Employed,146860,Single,0,434,141050,7840,5,1075026,Retirement,1,1755412,4,7,7,4,In-Person,Monthly,2024-08-27,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2636,50,Self-Employed,157807,Married,1,490,99121,9982,4,272827,Wealth Accumulation,10,176720,8,10,4,5,Phone,Quarterly,2025-01-09,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2637,50,Self-Employed,129397,Married,1,456,136914,8448,4,378099,Retirement,16,3755882,6,8,5,3,In-Person,Annual,2025-11-11,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2638,37,Salaried,186937,Married,0,451,247846,15115,6,221275,Business Investment,3,342291,5,9,6,4,Email,Ad-hoc,2025-11-07,31,tax optimization;estate planning;long-term care;medicare;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2639,33,Unemployed,2144,Married,1,325,3447,500,2,1998,Debt Reduction,1,3319,5,6,6,6,App,Quarterly,2024-09-19,41,debt payoff strategies;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2640,38,Self-Employed,299481,Divorced,0,441,941353,18938,1,487989,Home Purchase,5,1330811,10,6,1,5,In-Person,Quarterly,2025-12-19,36,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2641,21,Student,6603,Married,1,330,8776,699,2,3182,Education,2,134608,8,3,3,8,App,Monthly,2025-01-04,45,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2642,35,Self-Employed,218926,Divorced,0,471,323815,11368,3,201126,Retirement,32,8792766,9,8,3,7,Email,Biannual,2025-07-23,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2643,23,Student,14519,Divorced,0,350,23916,1213,2,3221,Education,7,118527,8,4,4,8,App,Monthly,2025-03-14,51,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2644,53,Unemployed,1992,Married,0,364,3035,500,4,4098,Wealth Accumulation,7,1455,1,9,10,5,Phone,Quarterly,2025-08-24,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C2645,42,Self-Employed,65687,Single,0,439,289074,4927,1,111540,Education,7,127434,8,10,3,4,Email,Annual,2025-06-13,29,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2646,24,Student,4427,Single,0,337,9147,500,2,286,Education,2,106740,5,5,5,5,App,Quarterly,2025-05-15,32,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2647,19,Student,14793,Single,0,335,17507,1132,2,703,Education,3,114526,6,4,5,7,Phone,Quarterly,2025-03-20,35,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2648,60,Retired,84459,Single,0,438,102620,4468,5,314108,Retirement,5,1435598,1,7,10,4,In-Person,Annual,2025-05-04,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2649,74,Retired,36156,Divorced,0,416,22003,2489,4,224376,Estate Planning,7,1778321,2,8,9,3,In-Person,Annual,2025-10-25,24,tax optimization;estate planning;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C2650,35,Salaried,131271,Single,0,438,456742,8105,5,124023,Retirement,35,4848158,5,9,7,6,App,Annual,2025-03-13,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2651,82,Retired,37526,Single,0,404,11988,2436,4,316796,Retirement,1,408785,4,8,6,4,Email,Ad-hoc,2025-08-27,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2652,81,Retired,34152,Single,0,372,36499,2569,4,343727,Healthcare,10,263729,3,8,7,5,In-Person,Quarterly,2025-05-20,32,tax optimization;estate planning;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C2653,49,Salaried,215549,Married,1,523,331930,14715,3,500720,Business Investment,7,272486,8,8,3,5,In-Person,Biannual,2024-10-20,28,tax optimization;estate planning;long-term care;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2654,60,Retired,57611,Single,0,447,40927,3493,4,296970,Wealth Accumulation,20,62705,1,7,10,6,Email,Ad-hoc,2025-05-03,34,investment strategies;budgeting;savings strategies;insurance review;emergency fund,treasury bonds;money market;CDs,3
+C2655,34,Self-Employed,131919,Married,0,441,406318,11132,3,156823,Debt Reduction,2,263230,6,8,5,4,Email,Biannual,2024-12-05,35,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C2656,32,Salaried,101453,Married,1,415,239575,7717,4,82137,Debt Reduction,1,168904,5,8,5,5,Email,Annual,2024-09-06,37,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C2657,41,Self-Employed,53920,Single,1,461,140889,4240,3,107708,Home Purchase,2,321117,6,7,5,6,Phone,Biannual,2025-05-30,45,mortgage options;down payment;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2658,63,Salaried,166472,Divorced,0,441,186057,5845,3,593124,Retirement,1,1817019,7,9,4,4,In-Person,Biannual,2025-07-10,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2659,59,Salaried,188591,Married,2,500,266559,11453,6,696274,Retirement,4,2711500,3,10,7,6,Email,Biannual,2025-03-14,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C2660,62,Retired,79820,Divorced,1,426,24547,4332,3,345124,Retirement,2,862882,6,9,5,3,Phone,Quarterly,2025-04-21,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2661,31,Salaried,236399,Married,0,447,480217,16261,1,128521,Emergency Fund,1,164354,9,8,1,5,App,Quarterly,2025-12-12,39,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2662,26,Salaried,117918,Married,1,433,134937,6902,2,59858,Debt Reduction,2,185465,7,9,3,5,App,Annual,2025-08-07,39,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C2663,63,Retired,109174,Divorced,0,413,179749,6597,5,609544,Estate Planning,3,474914,6,9,5,5,Phone,Quarterly,2024-09-27,34,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2664,23,Salaried,182784,Married,0,454,197660,10560,2,40856,Education,2,155305,9,6,2,6,Email,Quarterly,2025-10-03,37,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2665,25,Unemployed,4825,Married,1,329,7393,524,1,427,Wealth Accumulation,15,3588,6,5,4,8,Chat,Quarterly,2024-12-03,43,investment strategies;budgeting;savings strategies;business succession;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C2666,56,Salaried,103450,Married,0,477,27589,7869,5,269683,Travel,1,22129,5,8,7,3,Phone,Biannual,2025-05-08,30,tax optimization;estate planning;insurance review;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2667,65,Self-Employed,106171,Married,2,440,70362,6485,3,584096,Retirement,5,1477395,6,8,4,7,Email,Quarterly,2025-12-05,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2668,29,Self-Employed,195427,Single,0,464,255777,7267,1,138262,Emergency Fund,1,105165,9,7,2,8,App,Biannual,2025-09-27,51,budgeting;savings strategies;credit score;tax strategies;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C2669,47,Self-Employed,158019,Married,0,458,279743,8985,3,388888,Wealth Accumulation,5,151444,7,9,3,6,Chat,Monthly,2024-09-28,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2670,81,Retired,41820,Widowed,1,388,16802,3020,4,274722,Healthcare,15,209123,4,8,7,4,Chat,Annual,2024-10-18,27,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2671,56,Salaried,205535,Married,2,497,208113,12392,5,692972,Retirement,8,4262495,4,9,8,6,Phone,Biannual,2025-05-27,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2672,63,Self-Employed,122403,Divorced,0,429,69241,7303,4,637285,Wealth Accumulation,3,134890,6,9,4,3,Phone,Annual,2025-04-06,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2673,65,Retired,47094,Single,0,417,24005,3117,4,222741,Estate Planning,15,1225602,3,10,8,4,Email,Biannual,2024-07-10,40,tax optimization;estate planning;college funding;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C2674,77,Retired,69423,Married,2,373,17060,6835,5,542588,Estate Planning,7,1189263,1,7,10,4,Phone,Biannual,2025-02-22,32,budgeting;savings strategies;emergency fund;retirement income,treasury bonds;money market;CDs,3
+C2675,73,Retired,38732,Divorced,1,404,48609,2861,4,299740,Retirement,1,483197,5,8,6,3,In-Person,Biannual,2024-07-24,21,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2676,32,Salaried,109110,Divorced,2,475,139954,8601,7,92092,Home Purchase,3,692807,5,7,7,5,Phone,Monthly,2025-06-20,39,mortgage options;down payment;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2677,47,Self-Employed,59467,Divorced,1,479,190247,4280,3,134760,Retirement,17,1452815,7,7,4,5,Phone,Annual,2025-03-18,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2678,61,Unemployed,1877,Married,1,353,1687,500,5,3550,Retirement,1,24165,2,8,9,6,Phone,Biannual,2025-09-04,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C2679,76,Retired,17460,Widowed,0,402,12897,1555,4,94771,Estate Planning,7,1698034,5,8,7,5,In-Person,Biannual,2025-02-03,42,tax optimization;estate planning;insurance review;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2680,30,Salaried,194466,Divorced,1,474,490331,10420,1,104870,Debt Reduction,1,263834,9,6,2,6,Phone,Quarterly,2024-09-07,38,debt payoff strategies;budgeting;savings strategies;tax strategies;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2681,45,Salaried,249014,Married,1,487,824651,13896,3,565065,Wealth Accumulation,3,305153,7,8,4,7,App,Biannual,2024-08-06,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C2682,64,Salaried,64492,Divorced,0,447,28823,4860,3,311121,Retirement,1,696378,6,6,5,6,Email,Monthly,2025-08-06,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2683,27,Salaried,141950,Divorced,0,439,139764,7074,4,64948,Emergency Fund,1,134628,7,10,4,6,Phone,Quarterly,2025-07-08,38,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2684,64,Retired,20744,Married,1,411,32978,2408,4,100236,Wealth Accumulation,20,26756,2,7,10,5,Chat,Monthly,2025-08-20,34,investment strategies;budgeting;savings strategies;risk management,treasury bonds;money market;CDs,2
+C2685,30,Unemployed,3239,Married,2,317,12579,500,3,541,Home Purchase,3,16888,6,7,5,6,Email,Monthly,2024-11-21,36,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2686,49,Self-Employed,141764,Divorced,0,467,207937,5417,2,409060,Home Purchase,5,550448,7,10,3,7,App,Biannual,2025-07-28,55,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2687,49,Salaried,166695,Married,1,486,478088,9520,4,437188,Wealth Accumulation,10,206123,8,9,4,6,In-Person,Quarterly,2024-08-19,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2688,34,Unemployed,4757,Married,1,337,9069,615,2,2641,Home Purchase,1,25349,5,7,5,7,Phone,Biannual,2025-12-17,40,mortgage options;down payment;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2689,70,Retired,97704,Married,0,410,99787,7688,3,730728,Emergency Fund,1,62653,5,7,6,4,Email,Ad-hoc,2025-01-14,32,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,2
+C2690,49,Salaried,171047,Married,2,516,394852,11073,3,518812,Home Purchase,2,731003,8,9,4,5,Email,Biannual,2024-08-11,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2691,65,Retired,102689,Single,0,461,27721,6346,9,576113,Emergency Fund,2,90782,1,6,10,5,Email,Quarterly,2025-08-18,29,budgeting;savings strategies;medicare,treasury bonds;money market;CDs,3
+C2692,63,Unemployed,2876,Married,2,328,5070,500,3,1656,Estate Planning,20,1757196,4,7,6,7,Phone,Quarterly,2025-07-13,42,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C2693,61,Retired,86129,Single,0,418,37908,4396,3,290271,Healthcare,20,117302,5,7,6,6,In-Person,Monthly,2025-02-17,37,budgeting;savings strategies;emergency fund;college funding;medicare,index funds;blue-chip stocks;corporate bonds,3
+C2694,77,Retired,42307,Divorced,1,367,45472,2869,3,382814,Estate Planning,5,531810,3,5,8,7,Phone,Annual,2024-10-17,42,budgeting;savings strategies;medicare;tax strategies;long-term care,treasury bonds;money market;CDs,3
+C2695,21,Student,3627,Married,0,361,6831,500,1,2654,Education,2,130280,7,4,3,7,App,Biannual,2024-12-10,30,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2696,39,Self-Employed,203601,Single,0,440,649546,10474,2,354502,Home Purchase,10,1088911,9,8,3,7,App,Biannual,2025-11-05,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2697,41,Unemployed,643,Single,1,366,2010,500,3,4115,Retirement,24,25039,3,7,8,7,Email,Quarterly,2024-12-25,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2698,40,Unemployed,2500,Divorced,1,361,7315,500,3,1293,Home Purchase,1,13934,4,8,7,5,Phone,Quarterly,2025-07-03,30,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2699,59,Unemployed,4100,Single,0,364,3459,500,2,4355,Wealth Accumulation,5,5019,4,7,6,5,Phone,Quarterly,2025-03-25,38,investment strategies;budgeting;savings strategies;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C2700,77,Retired,83500,Married,1,406,131790,4291,3,578107,Healthcare,10,50287,5,8,7,3,Email,Biannual,2024-11-17,29,tax optimization;estate planning;tax strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2701,39,Salaried,189064,Married,2,456,468873,16609,6,259223,Retirement,31,8370096,5,9,7,6,App,Biannual,2025-01-08,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2702,52,Salaried,71202,Single,0,469,79771,3908,5,132942,Healthcare,7,241678,3,7,8,5,In-Person,Monthly,2025-04-24,35,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,2
+C2703,65,Retired,23864,Married,0,426,20356,2231,3,87487,Estate Planning,20,604646,3,8,9,5,In-Person,Annual,2025-04-26,30,tax optimization;estate planning;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C2704,20,Unemployed,1726,Married,1,300,2042,500,2,4285,Travel,5,19207,6,4,5,8,App,Annual,2024-12-16,41,budgeting;savings strategies;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2705,20,Student,16535,Divorced,0,357,24110,1372,1,21,Education,4,154999,7,5,3,5,In-Person,Quarterly,2025-04-26,27,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2706,77,Retired,64852,Married,1,419,16627,5944,6,615630,Estate Planning,5,545892,3,5,9,5,Email,Quarterly,2025-11-28,27,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C2707,44,Salaried,69605,Married,2,479,184304,6544,1,103747,Home Purchase,3,332346,8,9,3,5,Email,Monthly,2024-09-06,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2708,64,Self-Employed,63509,Single,0,446,76688,4394,2,293382,Estate Planning,5,1702486,7,6,4,8,Phone,Quarterly,2024-12-05,51,budgeting;savings strategies;insurance review;medicare;investment allocation,growth stocks;sector ETFs;crypto assets,4
+C2709,80,Retired,42778,Married,0,400,60878,3472,4,345959,Healthcare,3,187658,3,9,9,6,Phone,Annual,2024-09-29,35,tax optimization;estate planning;retirement income;college funding;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,4
+C2710,73,Retired,94337,Divorced,0,429,92029,4295,4,569317,Estate Planning,15,1349852,5,9,6,7,Email,Quarterly,2025-08-17,49,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2711,64,Salaried,241751,Married,0,456,82353,11924,2,1115247,Retirement,3,3483960,8,7,3,6,Email,Monthly,2025-04-14,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2712,67,Retired,118605,Divorced,0,438,83007,7553,8,554523,Travel,1,25833,4,10,8,6,Email,Quarterly,2024-07-23,37,tax optimization;estate planning;retirement income;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2713,49,Self-Employed,82122,Single,0,461,192790,3245,2,266954,Retirement,12,1582589,8,8,3,6,In-Person,Annual,2024-07-11,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C2714,52,Salaried,237317,Single,0,492,82327,8843,7,409297,Retirement,10,4405432,5,9,7,3,Phone,Monthly,2025-07-07,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2715,32,Unemployed,2849,Married,2,348,9999,500,3,3901,Retirement,29,122391,3,5,8,4,Email,Monthly,2025-11-25,20,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2716,62,Retired,78022,Married,2,436,91747,5412,6,278986,Healthcare,5,93024,2,7,9,6,In-Person,Quarterly,2025-05-03,39,budgeting;savings strategies;long-term care;social security;investment allocation,treasury bonds;money market;CDs,3
+C2717,83,Retired,58164,Married,2,377,50769,6942,6,448676,Retirement,1,550001,3,6,9,4,In-Person,Monthly,2024-10-27,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C2718,26,Unemployed,2624,Married,1,353,3208,500,1,162,Retirement,43,149914,6,5,4,7,App,Quarterly,2025-05-27,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2719,75,Retired,74443,Single,2,413,45243,4177,4,414116,Healthcare,7,88297,4,6,7,4,App,Quarterly,2025-05-24,26,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C2720,20,Student,4750,Married,0,350,6198,500,3,1700,Education,3,161875,6,4,6,7,Email,Quarterly,2025-08-26,38,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2721,78,Retired,25148,Single,1,350,27954,2180,5,248094,Travel,2,12656,1,5,10,6,Email,Annual,2025-10-11,32,budgeting;savings strategies;retirement income;long-term care;investment allocation,treasury bonds;money market;CDs,4
+C2722,56,Salaried,226137,Divorced,1,475,216994,11126,6,928771,Retirement,10,5277847,6,8,6,6,App,Quarterly,2025-01-09,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2723,59,Salaried,122703,Married,0,463,179557,5041,5,564813,Retirement,6,1997528,5,9,6,7,App,Ad-hoc,2025-08-25,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2724,32,Salaried,158879,Married,0,452,549102,7870,4,121674,Debt Reduction,1,217029,7,9,4,6,Email,Annual,2024-09-10,48,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2725,64,Self-Employed,197243,Divorced,0,479,211606,7974,2,816461,Retirement,6,2559649,7,10,3,6,Phone,Ad-hoc,2024-12-31,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2726,63,Salaried,239353,Married,2,453,288435,19915,5,1125066,Retirement,1,2486246,6,9,5,3,App,Annual,2025-04-20,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2727,75,Retired,42065,Single,0,381,32003,2456,3,284036,Healthcare,15,208207,6,9,6,3,Email,Biannual,2025-08-18,26,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2728,37,Salaried,221224,Married,2,483,610340,16156,3,191832,Home Purchase,2,1183562,7,7,4,5,App,Biannual,2024-10-16,31,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2729,61,Retired,78291,Single,0,419,113826,3797,3,279059,Wealth Accumulation,5,93770,4,8,6,7,Email,Quarterly,2025-06-13,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2730,51,Unemployed,1805,Single,2,400,1745,500,3,1643,Healthcare,7,183706,4,7,6,4,Email,Monthly,2024-09-24,29,budgeting;savings strategies;emergency fund;tax strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C2731,63,Self-Employed,216892,Single,0,458,226656,7793,3,1430672,Healthcare,5,208411,9,9,3,8,Email,Quarterly,2024-09-06,46,tax optimization;estate planning;college funding;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2732,38,Salaried,187289,Divorced,0,459,658247,9412,6,204879,Business Investment,3,433969,5,9,6,6,Email,Annual,2024-12-26,43,tax optimization;estate planning;insurance review;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2733,26,Self-Employed,87116,Divorced,0,397,53367,2834,0,53670,Wealth Accumulation,20,86236,10,9,1,6,Phone,Monthly,2025-11-14,50,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2734,22,Salaried,132331,Single,0,424,192506,4539,5,27925,Education,2,164837,6,8,5,6,Email,Monthly,2024-12-12,36,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2735,51,Salaried,178531,Married,2,503,206588,12161,5,390352,Wealth Accumulation,20,103938,7,10,5,7,Phone,Annual,2025-11-18,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2736,36,Self-Employed,129674,Married,1,471,407590,10463,3,216330,Retirement,33,6611590,6,6,4,8,Email,Monthly,2025-03-30,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C2737,43,Self-Employed,197975,Married,1,464,566618,15985,3,363942,Wealth Accumulation,10,99220,7,8,3,8,App,Monthly,2025-01-16,60,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2738,39,Salaried,128634,Single,0,465,276114,5305,4,214304,Education,4,154106,6,7,4,5,Email,Biannual,2025-06-15,31,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2739,32,Salaried,244666,Divorced,2,439,439256,19036,2,180267,Debt Reduction,2,405172,8,10,3,7,Chat,Monthly,2025-01-07,59,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C2740,29,Salaried,202725,Single,1,423,213569,10050,1,127294,Emergency Fund,1,127272,10,8,1,6,In-Person,Monthly,2025-04-22,48,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2741,60,Salaried,137379,Married,0,496,113759,8260,4,585795,Estate Planning,7,1357725,4,10,6,7,App,Biannual,2025-02-21,49,tax optimization;estate planning;tax strategies;social security;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2742,33,Salaried,131629,Married,1,459,218623,6867,4,100928,Retirement,30,5859273,5,6,6,5,Email,Quarterly,2024-09-11,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2743,38,Salaried,107466,Married,3,449,151884,10824,5,128163,Retirement,26,3210774,4,7,6,5,Email,Monthly,2024-11-06,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2744,50,Self-Employed,38497,Married,1,456,39167,4309,4,112082,Retirement,18,992627,5,7,6,6,In-Person,Monthly,2024-10-16,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2745,38,Salaried,77205,Single,0,464,217831,5202,3,122095,Business Investment,3,366895,5,7,7,5,Email,Biannual,2025-03-03,36,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C2746,84,Retired,23361,Divorced,1,394,27945,1802,3,220225,Estate Planning,7,1209329,4,7,6,5,Phone,Quarterly,2024-12-12,34,budgeting;savings strategies;risk management;investment allocation,index funds;blue-chip stocks;corporate bonds,2
+C2747,23,Student,11732,Divorced,1,354,18467,1003,2,2479,Education,2,127914,6,6,6,5,Email,Quarterly,2025-02-09,26,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2748,23,Student,5337,Married,0,378,5805,517,2,25,Travel,1,12463,6,4,5,6,App,Monthly,2025-07-15,30,budgeting;savings strategies;tax-efficient investing;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C2749,58,Salaried,225225,Married,1,451,229513,16187,7,933015,Healthcare,7,282863,5,9,7,5,Email,Ad-hoc,2025-06-06,31,tax optimization;estate planning;tax strategies;tax-efficient investing;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2750,18,Student,9788,Divorced,0,336,13332,740,1,3531,Education,7,146009,8,4,3,6,Email,Annual,2025-10-13,27,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2751,49,Salaried,239867,Single,0,483,725315,8263,3,612916,Business Investment,20,328326,7,10,3,6,Phone,Monthly,2024-10-22,41,tax optimization;estate planning;credit score;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2752,46,Salaried,104247,Divorced,0,491,143288,6295,5,234519,Retirement,24,3332992,5,7,5,5,App,Annual,2024-08-17,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2753,21,Student,11005,Single,0,382,17947,923,1,1237,Education,4,131745,7,6,3,7,In-Person,Biannual,2025-11-27,42,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2754,22,Salaried,150787,Married,0,410,154369,10921,4,24683,Education,2,128479,7,7,4,7,App,Quarterly,2024-09-29,38,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2755,31,Salaried,95614,Married,1,457,183700,6070,3,54250,Debt Reduction,2,87914,6,8,5,5,In-Person,Biannual,2025-09-03,37,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C2756,81,Retired,16732,Married,1,354,19059,1817,3,155854,Healthcare,5,98248,4,6,8,4,Email,Monthly,2025-03-01,30,budgeting;savings strategies;risk management;college funding;emergency fund,index funds;blue-chip stocks;corporate bonds,2
+C2757,44,Salaried,222797,Single,0,462,809228,8266,2,332516,Retirement,22,7533839,8,8,2,5,Chat,Quarterly,2024-12-28,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2758,34,Salaried,163508,Married,1,428,517882,10199,2,187161,Debt Reduction,1,95842,7,6,3,6,App,Annual,2025-11-30,41,debt payoff strategies;budgeting;savings strategies;credit score;insurance review,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2759,76,Retired,68022,Single,0,422,20299,4850,4,466831,Estate Planning,15,897465,3,7,8,8,In-Person,Monthly,2024-11-26,39,budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs,3
+C2760,53,Self-Employed,112352,Divorced,0,492,51052,4957,2,400838,Retirement,7,2153831,8,9,2,4,Phone,Annual,2025-11-23,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2761,20,Student,14715,Married,0,339,13662,1428,3,2880,Home Purchase,10,77589,6,5,6,7,App,Monthly,2025-09-14,45,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C2762,24,Salaried,200179,Married,0,416,271015,12377,1,78010,Travel,1,6047,9,9,2,8,App,Monthly,2025-10-25,61,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C2763,59,Salaried,100678,Single,2,474,100127,7861,6,321584,Estate Planning,7,1468549,5,10,6,6,Phone,Monthly,2024-08-24,36,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2764,28,Salaried,186648,Married,1,463,183596,16510,1,108902,Emergency Fund,1,87297,9,7,2,6,Phone,Quarterly,2025-07-10,45,budgeting;savings strategies;retirement income;medicare,growth stocks;sector ETFs;crypto assets,3
+C2765,82,Retired,68334,Widowed,1,406,67488,5699,3,681814,Travel,1,9679,4,8,6,7,Email,Monthly,2025-06-02,47,tax optimization;estate planning;college funding;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2766,78,Retired,36655,Divorced,0,362,19473,2380,4,315424,Retirement,1,331858,2,7,9,7,In-Person,Quarterly,2025-04-27,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2767,27,Salaried,130074,Married,1,467,199700,9757,4,71110,Home Purchase,3,830244,7,8,5,7,App,Monthly,2025-02-12,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2768,54,Self-Employed,104432,Married,1,469,79748,6134,3,328593,Wealth Accumulation,7,136240,6,9,5,6,Email,Annual,2025-09-17,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2769,63,Salaried,88622,Divorced,1,439,89156,5518,3,346975,Wealth Accumulation,10,94686,6,9,6,6,App,Quarterly,2025-01-05,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2770,24,Student,4317,Married,0,376,8331,500,3,4524,Emergency Fund,1,1459,5,5,7,6,App,Monthly,2025-12-20,34,budgeting;savings strategies;social security;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C2771,27,Unemployed,362,Divorced,1,362,341,500,3,4748,Emergency Fund,2,260,5,5,6,6,App,Biannual,2024-11-06,36,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C2772,41,Salaried,87608,Single,2,452,204624,5338,3,173002,Education,4,149082,5,8,5,7,Email,Quarterly,2024-08-09,48,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2773,18,Student,6975,Married,0,348,12342,646,3,1388,Education,10,128669,7,3,5,6,App,Biannual,2024-10-20,29,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2774,25,Student,4320,Single,2,347,3891,500,2,4470,Debt Reduction,3,5430,6,7,5,6,App,Monthly,2025-09-29,41,debt payoff strategies;budgeting;savings strategies;emergency fund;insurance review,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2775,29,Salaried,200402,Single,0,469,313432,13059,1,131100,Retirement,33,8646687,10,9,2,8,App,Quarterly,2025-04-02,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C2776,23,Self-Employed,95235,Divorced,0,387,82348,6610,2,23026,Education,3,174063,7,6,3,6,Email,Monthly,2025-08-28,37,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2777,61,Salaried,96873,Married,2,457,103686,8221,4,462603,Estate Planning,3,865136,4,9,7,4,Email,Quarterly,2024-07-23,30,tax optimization;estate planning;medicare;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2778,24,Salaried,43249,Single,0,431,51484,2673,3,16386,Emergency Fund,1,42474,6,6,6,7,Email,Annual,2025-11-21,36,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C2779,37,Salaried,204634,Married,0,499,472736,10244,5,312030,Retirement,31,6973016,5,6,5,8,Email,Monthly,2024-10-29,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C2780,63,Self-Employed,128699,Married,2,468,64940,9755,2,659567,Retirement,5,2051740,7,10,3,5,Email,Quarterly,2024-12-07,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2781,64,Salaried,110959,Divorced,0,471,56942,3884,4,595237,Retirement,1,1358320,4,9,7,8,Email,Ad-hoc,2025-12-12,62,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2782,44,Salaried,87144,Divorced,0,437,260240,4774,4,208008,Home Purchase,5,374649,5,10,6,4,Email,Ad-hoc,2025-02-26,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2783,48,Salaried,205421,Married,2,464,738246,11760,4,585895,Home Purchase,7,969318,5,7,5,5,Phone,Biannual,2025-03-03,34,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2784,63,Salaried,53096,Married,0,423,45409,5341,4,288001,Healthcare,5,256330,4,9,8,4,Phone,Biannual,2025-10-28,26,tax optimization;estate planning;tax strategies;credit score;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2785,61,Self-Employed,246448,Married,0,495,206822,12261,3,1441418,Healthcare,5,123763,7,10,3,7,Phone,Quarterly,2025-09-02,58,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2786,51,Self-Employed,210041,Divorced,0,462,183549,12524,7,453078,Retirement,17,5640863,4,10,8,4,App,Biannual,2024-07-14,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2787,72,Retired,61094,Single,0,403,76188,3729,5,455589,Retirement,1,715203,3,8,8,6,Email,Quarterly,2024-08-04,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,4
+C2788,56,Salaried,165014,Married,1,474,65791,11796,5,669805,Estate Planning,15,1464446,5,10,7,4,In-Person,Biannual,2025-01-20,28,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2789,60,Salaried,125521,Married,1,451,122264,8908,4,580069,Retirement,2,1744558,4,8,7,7,Email,Quarterly,2025-01-17,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2790,85,Retired,66238,Divorced,1,404,65296,6259,3,453981,Estate Planning,10,1907452,4,8,6,5,Email,Annual,2025-02-23,31,tax optimization;estate planning;emergency fund;tax strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2791,23,Self-Employed,177865,Married,1,432,249014,15001,4,68005,Emergency Fund,2,126654,8,6,4,8,Chat,Quarterly,2025-06-15,49,budgeting;savings strategies;investment allocation;estate planning;retirement income,growth stocks;sector ETFs;crypto assets,3
+C2792,49,Salaried,216858,Single,2,506,651361,10010,2,602813,Retirement,11,5380916,9,8,2,6,In-Person,Biannual,2025-11-11,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C2793,79,Retired,61940,Divorced,0,381,81034,3604,5,494454,Retirement,1,733179,3,9,9,5,In-Person,Quarterly,2024-07-27,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C2794,38,Salaried,182183,Single,0,484,517933,7753,2,180704,Home Purchase,3,911080,9,7,3,5,App,Monthly,2024-07-10,29,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2795,67,Retired,89700,Widowed,1,446,97412,6355,4,449157,Retirement,1,1105963,3,6,8,3,In-Person,Biannual,2025-11-28,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2796,77,Retired,14915,Married,2,344,14518,1771,4,105804,Healthcare,20,294803,2,9,8,4,Phone,Quarterly,2024-11-23,32,tax optimization;estate planning;charitable giving;medicare;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C2797,73,Retired,84631,Married,0,436,114774,4644,3,424790,Travel,2,11771,6,7,6,5,Email,Annual,2025-11-08,27,budgeting;savings strategies;investment allocation;risk management;emergency fund,index funds;blue-chip stocks;corporate bonds,2
+C2798,44,Self-Employed,261628,Married,2,478,648209,16418,5,463507,Retirement,25,8386539,6,9,5,5,Email,Quarterly,2024-11-03,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2799,60,Unemployed,421,Single,0,342,522,500,2,2356,Retirement,1,4808,5,6,6,6,App,Biannual,2025-05-20,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2800,44,Unemployed,507,Single,0,369,747,500,4,1900,Retirement,24,16044,3,7,8,7,App,Quarterly,2025-06-05,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C2801,49,Salaried,105403,Married,1,506,129375,10055,2,211940,Wealth Accumulation,10,126110,8,10,2,7,App,Ad-hoc,2025-02-27,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2802,42,Self-Employed,78441,Single,2,424,123239,4646,1,164332,Home Purchase,3,430399,8,7,2,7,Phone,Biannual,2025-08-03,50,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2803,31,Self-Employed,78569,Married,2,428,164030,5774,4,48225,Emergency Fund,1,66779,5,7,6,8,App,Monthly,2025-10-25,49,budgeting;savings strategies;tax-efficient investing;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C2804,18,Student,9101,Widowed,1,329,9953,840,2,1406,Travel,1,12740,6,4,4,6,App,Annual,2025-06-08,34,budgeting;savings strategies;tax strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C2805,54,Salaried,120622,Divorced,0,461,36414,4631,4,281813,Estate Planning,7,1802315,6,9,5,7,Phone,Annual,2024-10-21,45,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2806,18,Student,3342,Married,0,339,4234,500,1,4927,Travel,1,28918,6,3,4,6,Chat,Ad-hoc,2024-10-17,30,budgeting;savings strategies;risk management;college funding;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2807,53,Salaried,216825,Single,0,475,91412,10453,5,541492,Retirement,13,4128133,5,10,6,7,Phone,Quarterly,2024-11-23,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C2808,74,Retired,27403,Widowed,0,410,40380,2435,4,202267,Estate Planning,5,1438334,2,7,9,6,Email,Monthly,2025-09-20,39,budgeting;savings strategies;risk management;insurance review,treasury bonds;money market;CDs,3
+C2809,23,Self-Employed,150941,Married,1,394,112385,14035,2,55207,Travel,2,13151,9,5,2,7,Phone,Monthly,2025-03-14,46,budgeting;savings strategies;credit score;tax-efficient investing,growth stocks;sector ETFs;crypto assets,4
+C2810,43,Salaried,142211,Single,0,460,317549,5156,2,276759,Retirement,23,5090602,8,9,2,5,Email,Biannual,2025-04-04,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2811,49,Unemployed,715,Single,0,408,1339,500,5,3755,Business Investment,20,383596,2,7,9,7,Email,Monthly,2024-08-09,43,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,4
+C2812,60,Salaried,69152,Single,0,441,90189,6228,3,218808,Retirement,7,1406701,6,8,5,5,In-Person,Monthly,2025-11-12,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2813,60,Retired,108365,Married,0,454,35805,4520,7,472210,Retirement,8,2235575,5,9,7,8,Phone,Monthly,2024-08-22,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2814,46,Salaried,161257,Divorced,1,471,291746,7646,2,239496,Retirement,17,3497070,9,10,2,5,App,Quarterly,2024-11-09,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2815,35,Self-Employed,140445,Married,2,470,175522,13253,5,133185,Home Purchase,2,533810,6,7,6,5,In-Person,Monthly,2025-03-30,31,mortgage options;down payment;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2816,58,Self-Employed,188317,Married,2,461,133235,17978,4,733369,Wealth Accumulation,10,137378,6,10,6,7,Email,Quarterly,2024-07-29,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2817,61,Unemployed,885,Single,0,382,1091,500,3,2560,Estate Planning,15,828474,4,7,7,5,In-Person,Quarterly,2025-09-01,27,budgeting;savings strategies;insurance review;college funding;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C2818,37,Salaried,79558,Married,1,452,293943,6047,2,117099,Retirement,31,2986459,7,8,4,6,Email,Monthly,2025-04-13,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C2819,39,Self-Employed,266309,Married,2,448,447281,17696,3,453900,Education,7,141042,6,8,5,8,Email,Biannual,2025-06-29,40,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2820,79,Retired,55716,Married,2,396,62470,4864,4,434527,Retirement,1,691076,5,8,6,3,In-Person,Biannual,2025-03-22,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2821,48,Unemployed,2629,Widowed,0,367,4027,500,2,1140,Retirement,21,75488,5,6,6,7,In-Person,Annual,2024-11-19,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2822,67,Retired,99674,Married,2,436,131288,8269,3,577006,Estate Planning,20,804886,4,10,7,7,In-Person,Annual,2025-05-29,49,tax optimization;estate planning;charitable giving;medicare;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2823,58,Salaried,193455,Married,2,450,129194,17156,4,544675,Estate Planning,10,1115157,7,8,4,4,Chat,Biannual,2024-08-25,29,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2824,42,Salaried,47523,Married,1,447,156980,3679,2,63292,Retirement,24,1654325,6,8,4,5,Phone,Quarterly,2025-07-11,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2825,36,Salaried,48868,Married,3,452,171102,5820,2,47043,Business Investment,3,11451,7,7,4,4,App,Ad-hoc,2025-03-23,24,budgeting;savings strategies;retirement income;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C2826,60,Retired,26444,Single,1,418,15449,2310,4,81006,Retirement,6,498093,1,5,10,4,Email,Annual,2025-09-27,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C2827,22,Salaried,126657,Married,0,420,188129,7779,4,22276,Debt Reduction,1,189464,6,7,5,8,Email,Quarterly,2025-02-06,44,debt payoff strategies;budgeting;savings strategies;college funding;tax strategies,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2828,25,Student,24494,Married,1,398,32063,2436,2,3130,Home Purchase,3,108939,7,5,4,7,Phone,Quarterly,2024-11-19,41,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2829,20,Student,8966,Married,0,379,16200,945,3,1456,Education,2,162866,6,4,5,7,Chat,Biannual,2025-08-30,45,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2830,64,Salaried,96463,Married,2,449,27521,5546,3,531607,Estate Planning,20,1552476,3,5,8,4,Email,Biannual,2024-07-10,29,budgeting;savings strategies;estate planning;retirement income;social security,treasury bonds;money market;CDs,3
+C2831,20,Unemployed,3152,Married,1,333,5359,500,2,1225,Education,5,127776,5,6,6,8,Chat,Quarterly,2025-05-22,53,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2832,29,Salaried,229212,Single,0,462,336723,11253,3,116817,Retirement,31,7560452,7,9,4,6,Email,Annual,2025-05-27,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2833,46,Salaried,92622,Married,1,488,268876,5786,2,195812,Home Purchase,2,546303,6,8,4,4,Email,Quarterly,2025-06-15,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C2834,54,Salaried,65238,Married,2,449,79292,7820,5,221619,Retirement,10,1134605,5,7,7,7,Chat,Quarterly,2024-09-26,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2835,45,Salaried,216631,Married,1,499,332557,20143,4,420477,Home Purchase,2,894630,7,10,4,8,Phone,Monthly,2025-02-17,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2836,33,Unemployed,2189,Widowed,0,373,4985,500,3,192,Retirement,34,95553,4,6,7,7,App,Quarterly,2025-06-12,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2837,53,Salaried,83015,Married,2,468,88110,8240,1,278763,Healthcare,5,147025,7,8,3,6,Email,Annual,2025-01-29,34,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2838,49,Salaried,201791,Married,0,512,299673,17419,4,550770,Retirement,20,6942614,5,7,6,6,Phone,Annual,2025-06-15,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C2839,24,Self-Employed,231375,Married,0,441,317707,16364,1,59401,Education,7,120448,10,6,1,7,Email,Biannual,2024-10-14,35,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2840,60,Retired,102422,Single,1,443,45999,6004,6,429630,Retirement,6,1707970,1,9,9,4,In-Person,Annual,2024-10-27,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C2841,18,Student,2374,Married,1,374,2117,500,2,2435,Travel,1,21686,6,5,5,5,Chat,Biannual,2025-11-17,30,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C2842,36,Self-Employed,71916,Single,0,410,98837,2387,2,73595,Education,2,166687,7,6,4,5,Phone,Monthly,2025-02-04,37,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2843,20,Student,6350,Married,0,359,7970,648,2,3847,Education,3,120606,6,4,5,7,Email,Monthly,2025-03-08,40,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2844,29,Unemployed,4221,Married,2,362,2580,500,3,464,Emergency Fund,2,1409,6,6,6,5,App,Annual,2025-05-24,28,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C2845,44,Self-Employed,84967,Married,3,452,265311,8261,1,145087,Retirement,20,2047390,8,8,3,6,Chat,Quarterly,2025-02-19,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2846,22,Student,14122,Single,0,346,26516,1068,1,1054,Education,2,137577,8,5,3,7,App,Annual,2025-05-18,32,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2847,49,Unemployed,563,Married,1,374,1961,500,2,487,Home Purchase,3,3229,3,8,7,7,Phone,Quarterly,2025-10-30,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,treasury bonds;money market;CDs;high-yield savings,3
+C2848,70,Retired,97290,Married,1,450,151577,6522,6,757510,Estate Planning,10,1025187,1,6,10,4,Chat,Quarterly,2024-10-19,32,budgeting;savings strategies;college funding;risk management,treasury bonds;money market;CDs,2
+C2849,56,Salaried,206462,Single,0,473,276602,14024,5,855160,Travel,2,29742,5,9,7,7,Phone,Biannual,2025-07-24,38,tax optimization;estate planning;emergency fund;tax strategies;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2850,51,Self-Employed,180610,Married,1,494,127559,9890,5,532170,Retirement,14,4943603,6,9,6,8,App,Biannual,2024-12-04,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2851,66,Retired,94156,Single,1,416,134795,6173,4,516597,Healthcare,5,88048,3,8,8,7,Phone,Biannual,2024-10-13,47,tax optimization;estate planning;insurance review;medicare;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C2852,53,Salaried,179738,Single,0,471,214589,9448,6,551187,Retirement,9,3916691,4,9,7,5,Email,Quarterly,2024-07-23,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2853,43,Salaried,121545,Divorced,0,457,241212,6715,3,260145,Education,1,135891,8,10,3,6,Email,Quarterly,2025-08-14,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2854,65,Self-Employed,261966,Single,1,442,284113,17926,4,1380149,Emergency Fund,3,187261,5,9,6,8,Email,Biannual,2025-10-08,58,tax optimization;estate planning;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2855,19,Student,6094,Married,0,374,8394,589,2,3893,Education,4,145981,7,3,4,6,App,Annual,2025-04-29,32,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,4
+C2856,61,Retired,98539,Single,0,443,56563,6104,4,314564,Estate Planning,5,605330,3,8,8,5,Phone,Monthly,2025-11-24,42,tax optimization;estate planning;retirement income;business succession;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,2
+C2857,62,Retired,37101,Married,0,425,31032,3400,6,193865,Healthcare,10,128277,4,7,8,5,In-Person,Annual,2025-06-02,36,budgeting;savings strategies;estate planning;business succession,index funds;blue-chip stocks;corporate bonds,3
+C2858,58,Self-Employed,220006,Married,2,441,77827,17945,4,878559,Healthcare,3,272700,8,10,4,4,In-Person,Annual,2025-01-25,34,tax optimization;estate planning;credit score;college funding;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2859,52,Unemployed,3869,Single,0,393,1829,500,3,3976,Healthcare,7,173898,5,8,6,7,Email,Monthly,2025-11-22,44,tax optimization;estate planning;insurance review;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C2860,28,Self-Employed,237783,Married,0,416,474311,18379,3,111227,Retirement,33,8936610,9,8,3,6,Email,Annual,2025-05-04,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2861,24,Self-Employed,45346,Married,0,375,75494,3373,1,17246,Travel,1,18321,8,6,2,5,Email,Annual,2024-11-27,35,budgeting;savings strategies;insurance review;tax-efficient investing,growth stocks;sector ETFs;crypto assets,4
+C2862,64,Self-Employed,277634,Single,2,483,191790,17972,5,1793410,Travel,2,11260,5,7,7,4,In-Person,Annual,2025-09-14,29,budgeting;savings strategies;investment allocation;credit score;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2863,58,Self-Employed,278618,Divorced,1,480,258305,17509,3,1390717,Healthcare,3,219659,7,8,4,6,Email,Biannual,2025-07-18,47,tax optimization;estate planning;credit score;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2864,43,Self-Employed,37880,Married,2,440,121325,3380,2,86545,Business Investment,3,161703,7,10,4,5,App,Biannual,2025-08-16,33,tax optimization;estate planning;tax-efficient investing;long-term care;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2865,82,Retired,15569,Single,0,360,13675,1245,3,164909,Estate Planning,7,1763141,3,7,8,3,App,Biannual,2024-09-24,23,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,2
+C2866,50,Salaried,59667,Single,1,476,43308,4221,3,103794,Retirement,15,1211573,3,6,8,8,Email,Quarterly,2024-08-02,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C2867,33,Salaried,95494,Married,1,459,219505,9169,3,56687,Home Purchase,3,589982,7,5,4,5,Email,Monthly,2024-11-09,35,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2868,27,Self-Employed,128692,Married,2,442,82792,10289,3,56056,Home Purchase,5,855206,9,8,3,5,App,Biannual,2024-11-23,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2869,63,Self-Employed,283937,Married,2,492,125433,24618,2,1189904,Wealth Accumulation,20,405127,9,9,3,3,Phone,Annual,2025-09-05,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2870,65,Salaried,140649,Single,0,461,188852,7074,7,555646,Estate Planning,20,1275488,2,6,9,5,App,Quarterly,2025-12-25,27,budgeting;savings strategies;insurance review;credit score;emergency fund,treasury bonds;money market;CDs,3
+C2871,65,Self-Employed,98181,Divorced,1,465,116767,4212,1,515133,Healthcare,7,198533,8,7,3,6,Phone,Monthly,2024-11-14,31,budgeting;savings strategies;insurance review;college funding,growth stocks;sector ETFs;crypto assets,4
+C2872,25,Student,18658,Single,0,401,35227,1556,3,4372,Home Purchase,5,109922,6,7,5,5,Phone,Annual,2025-02-03,29,mortgage options;down payment;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C2873,24,Salaried,184087,Single,0,424,223892,11592,2,68004,Travel,3,20159,8,7,2,6,Chat,Monthly,2025-01-30,35,budgeting;savings strategies;credit score;social security;insurance review,growth stocks;sector ETFs;crypto assets,4
+C2874,66,Retired,66267,Single,0,431,45777,3999,3,426320,Healthcare,5,212549,6,8,5,3,Phone,Monthly,2025-02-05,21,tax optimization;estate planning;charitable giving;college funding;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2875,61,Salaried,187257,Single,1,463,52701,11532,6,844817,Estate Planning,10,366961,4,9,8,6,In-Person,Annual,2025-07-18,48,tax optimization;estate planning;social security;insurance review;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2876,23,Student,13819,Married,0,360,15105,1276,2,2994,Education,3,144512,7,6,4,6,Email,Quarterly,2025-04-17,34,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2877,29,Salaried,67832,Married,0,437,113003,6550,1,39887,Home Purchase,2,306616,8,7,2,8,App,Quarterly,2024-12-19,49,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2878,70,Retired,105098,Married,0,435,94131,5538,4,490570,Retirement,1,1228655,4,9,7,5,In-Person,Quarterly,2024-07-08,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2879,24,Student,7510,Married,1,364,6826,854,1,3951,Home Purchase,3,41338,8,6,3,6,App,Monthly,2025-11-18,31,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2880,64,Salaried,96778,Married,1,461,44177,5185,5,597936,Retirement,2,951397,4,8,7,4,Email,Annual,2024-12-06,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2881,79,Retired,60664,Divorced,0,371,56604,3667,3,556785,Healthcare,7,252801,5,9,6,5,In-Person,Quarterly,2025-05-06,37,tax optimization;estate planning;long-term care;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2882,52,Salaried,112708,Married,2,480,154839,9555,6,284618,Retirement,13,2454471,3,9,8,7,Chat,Biannual,2025-05-23,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C2883,34,Salaried,220775,Single,0,490,390104,14249,3,198665,Retirement,36,8865471,9,7,3,5,Email,Monthly,2024-08-08,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2884,47,Salaried,119863,Married,1,482,301523,10437,4,294355,Home Purchase,5,473434,7,10,5,4,Phone,Annual,2024-09-23,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2885,79,Retired,50503,Married,1,385,64638,4574,3,354305,Estate Planning,10,1491767,4,6,7,6,App,Quarterly,2024-09-01,37,budgeting;savings strategies;business succession;credit score;risk management,index funds;blue-chip stocks;corporate bonds,3
+C2886,34,Salaried,114085,Married,1,442,320797,8517,6,80826,Emergency Fund,2,43643,5,10,7,4,Chat,Quarterly,2025-11-22,33,tax optimization;estate planning;social security;risk management;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2887,27,Self-Employed,82469,Divorced,1,436,112599,5196,1,32053,Debt Reduction,2,102786,8,6,3,7,App,Quarterly,2025-01-29,44,debt payoff strategies;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2888,69,Retired,86416,Single,0,441,123196,4704,3,481144,Travel,1,27559,3,6,7,8,Email,Quarterly,2024-11-01,51,budgeting;savings strategies;credit score;long-term care;retirement income,treasury bonds;money market;CDs,3
+C2889,20,Student,10726,Married,0,344,20068,1058,2,1124,Education,2,107682,6,3,4,7,App,Biannual,2024-10-27,30,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C2890,58,Self-Employed,221855,Married,0,493,130900,18025,4,1101235,Retirement,8,3387970,4,8,7,5,In-Person,Monthly,2024-10-07,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2891,31,Salaried,129817,Married,1,448,234670,11983,4,80369,Debt Reduction,1,184984,6,8,4,6,Chat,Quarterly,2025-01-04,48,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2892,32,Salaried,192119,Single,0,437,490331,8026,1,112850,Home Purchase,1,959293,8,8,2,4,Email,Quarterly,2024-09-07,28,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2893,25,Self-Employed,69616,Single,0,436,79155,5513,0,26401,Home Purchase,2,424399,10,5,1,7,App,Biannual,2025-09-26,33,mortgage options;down payment;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2894,22,Salaried,54586,Divorced,0,397,50184,4469,3,12994,Emergency Fund,2,35707,6,6,4,7,App,Quarterly,2024-07-16,34,budgeting;savings strategies;long-term care;credit score,index funds;blue-chip stocks;corporate bonds,4
+C2895,41,Self-Employed,126882,Married,1,483,153649,11795,3,227036,Retirement,21,4376858,8,9,4,7,Email,Monthly,2024-10-22,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2896,52,Unemployed,1039,Single,0,396,1596,500,5,3022,Wealth Accumulation,7,1588,2,9,9,3,Email,Annual,2024-08-27,31,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C2897,36,Self-Employed,236810,Married,2,459,979697,20094,3,365804,Business Investment,3,110037,8,8,3,5,Email,Quarterly,2024-07-31,34,tax optimization;estate planning;medicare;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2898,80,Retired,76154,Divorced,0,375,20172,3634,5,497147,Healthcare,7,139352,2,5,10,8,Chat,Monthly,2024-10-24,53,budgeting;savings strategies;long-term care;tax strategies;risk management,treasury bonds;money market;CDs,4
+C2899,39,Salaried,185986,Single,0,466,744413,8601,5,193892,Retirement,24,6736560,6,9,6,7,Email,Annual,2025-04-06,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C2900,22,Unemployed,1626,Married,0,353,2086,500,3,752,Education,7,115541,5,6,5,6,App,Biannual,2024-09-27,42,education savings;529 plans;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2901,22,Salaried,106908,Single,0,406,178614,5622,4,21600,Travel,2,20426,7,8,5,6,Phone,Quarterly,2025-06-23,47,tax optimization;estate planning;business succession;investment allocation;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2902,24,Student,16154,Married,0,357,16714,1507,3,3426,Emergency Fund,2,5819,6,7,6,6,App,Ad-hoc,2024-10-23,32,budgeting;savings strategies;tax strategies;long-term care;business succession,index funds;blue-chip stocks;corporate bonds,4
+C2903,29,Salaried,161810,Single,0,429,109125,8016,1,109518,Debt Reduction,1,122938,10,9,1,6,Chat,Monthly,2025-07-12,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C2904,18,Student,11306,Single,0,331,9904,1003,3,4978,Travel,3,24869,6,5,6,6,Phone,Quarterly,2025-01-25,31,budgeting;savings strategies;credit score;business succession;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2905,48,Salaried,175565,Married,0,478,375982,7152,6,357733,Education,5,114711,6,10,6,5,Email,Ad-hoc,2025-01-14,45,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C2906,56,Salaried,70546,Married,2,453,115216,6197,3,273325,Retirement,14,1553506,4,8,7,5,App,Annual,2025-07-07,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2907,42,Self-Employed,274593,Single,0,463,647124,14190,3,585040,Home Purchase,2,1236418,7,8,4,6,Email,Monthly,2024-10-04,35,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C2908,23,Self-Employed,94500,Divorced,1,425,145008,4785,3,24143,Travel,2,28340,7,8,4,5,Email,Quarterly,2025-09-05,32,tax optimization;estate planning;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2909,51,Salaried,175852,Married,1,468,97168,11896,4,424922,Healthcare,3,192810,6,8,5,6,App,Annual,2025-03-27,43,tax optimization;estate planning;tax strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2910,79,Retired,53820,Married,1,384,58851,5311,4,397024,Healthcare,7,110233,5,7,6,7,Phone,Monthly,2025-08-23,45,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C2911,45,Self-Employed,78939,Married,2,473,203751,6076,1,133003,Retirement,15,2046374,9,8,2,4,Email,Annual,2025-07-30,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2912,42,Self-Employed,157543,Married,2,447,453169,10844,1,248257,Business Investment,10,466260,9,8,1,6,Chat,Monthly,2025-01-28,41,tax optimization;estate planning;business succession;risk management;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2913,50,Self-Employed,119294,Married,2,491,54818,7790,2,278667,Healthcare,5,151157,7,10,3,8,Email,Biannual,2024-08-27,56,tax optimization;estate planning;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C2914,63,Retired,109491,Married,0,449,47993,7952,6,493952,Retirement,1,1360319,1,10,10,7,Phone,Quarterly,2025-05-04,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C2915,41,Salaried,117693,Married,1,478,259115,9915,2,151282,Retirement,25,4062147,7,7,3,5,App,Biannual,2025-04-22,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2916,60,Retired,38088,Divorced,0,438,8207,2627,4,118527,Wealth Accumulation,20,62002,3,6,8,6,Phone,Annual,2024-08-17,34,investment strategies;budgeting;savings strategies;retirement income;risk management,treasury bonds;money market;CDs,3
+C2917,54,Self-Employed,139022,Divorced,0,499,98274,7886,3,419160,Retirement,15,3253073,7,10,4,4,In-Person,Annual,2025-09-30,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2918,58,Salaried,177467,Married,1,448,97147,9902,2,793297,Healthcare,7,245543,7,10,4,6,Phone,Annual,2025-10-17,36,tax optimization;estate planning;medicare;risk management;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2919,59,Salaried,141167,Single,0,470,105963,5926,4,567567,Retirement,3,1678836,6,10,5,7,Email,Biannual,2025-08-04,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2920,53,Self-Employed,215462,Single,0,503,173206,7392,6,638593,Wealth Accumulation,7,291160,5,9,6,5,In-Person,Biannual,2025-10-04,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2921,56,Salaried,52324,Divorced,1,483,20584,4982,5,125433,Healthcare,7,133520,3,9,8,6,Phone,Quarterly,2024-09-09,49,tax optimization;estate planning;risk management;insurance review;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C2922,50,Self-Employed,271601,Single,0,475,140510,11798,3,832469,Retirement,15,6065817,7,7,4,4,Email,Monthly,2025-06-04,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C2923,60,Self-Employed,283555,Divorced,1,460,275349,17040,3,1478384,Estate Planning,5,1852104,8,10,3,6,Phone,Monthly,2025-01-14,38,tax optimization;estate planning;tax-efficient investing;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2924,60,Self-Employed,72665,Married,2,437,77284,6845,2,266739,Retirement,7,1283451,7,9,3,6,Phone,Annual,2024-10-09,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2925,49,Salaried,88858,Married,0,468,239949,6293,2,171495,Wealth Accumulation,7,109812,7,9,4,6,In-Person,Biannual,2024-07-13,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2926,43,Salaried,72693,Married,2,487,128864,6277,3,93188,Education,7,160997,6,7,5,5,Email,Monthly,2025-07-20,28,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2927,80,Retired,39107,Married,1,373,20832,3398,3,256980,Healthcare,5,76745,5,7,5,4,Email,Biannual,2024-10-11,32,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C2928,29,Salaried,164648,Widowed,0,420,164403,10585,2,106526,Emergency Fund,1,93347,9,7,2,6,Chat,Monthly,2025-07-22,36,budgeting;savings strategies;social security;emergency fund;insurance review,growth stocks;sector ETFs;crypto assets,2
+C2929,49,Salaried,56296,Married,0,495,76843,4293,2,106048,Retirement,18,1290519,6,9,4,7,App,Quarterly,2024-07-16,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C2930,33,Salaried,178049,Married,2,460,449272,16800,3,135607,Home Purchase,1,744084,9,6,3,8,Chat,Quarterly,2025-06-08,49,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2931,43,Salaried,143706,Divorced,0,458,616784,5315,5,320015,Wealth Accumulation,10,237099,5,8,5,8,App,Annual,2025-11-07,55,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2932,64,Unemployed,1988,Single,0,365,3201,500,4,4439,Retirement,6,29901,4,7,8,4,Phone,Biannual,2025-06-30,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2933,62,Self-Employed,193718,Married,0,472,283307,14156,6,839726,Retirement,2,2576901,4,9,7,6,Phone,Monthly,2025-10-15,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2934,40,Salaried,126462,Widowed,0,439,303007,7150,5,201533,Retirement,23,3687066,5,8,6,5,In-Person,Quarterly,2024-07-15,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C2935,26,Salaried,104481,Married,2,425,112394,9549,2,39568,Emergency Fund,1,45593,7,8,3,7,Chat,Biannual,2025-04-09,49,tax optimization;estate planning;retirement income;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2936,58,Unemployed,4498,Single,0,359,1592,500,5,3562,Estate Planning,5,1134390,1,8,10,6,Phone,Ad-hoc,2024-07-19,39,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C2937,34,Salaried,84474,Single,0,440,272610,4653,2,54985,Emergency Fund,1,72695,5,5,6,5,App,Quarterly,2024-11-20,28,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C2938,80,Retired,25101,Married,0,395,13906,2392,3,253820,Healthcare,10,155477,5,5,6,6,App,Annual,2024-09-24,31,budgeting;savings strategies;insurance review;long-term care;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C2939,26,Salaried,206658,Single,0,463,412099,8024,3,58236,Debt Reduction,1,212734,8,9,3,6,App,Quarterly,2025-06-03,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2940,40,Self-Employed,232354,Married,1,476,856485,14397,2,388390,Home Purchase,3,1325385,8,9,3,7,App,Monthly,2025-07-05,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C2941,60,Retired,73456,Married,1,468,69066,5709,6,258880,Wealth Accumulation,7,121135,1,6,10,4,In-Person,Biannual,2024-09-09,31,investment strategies;budgeting;savings strategies;risk management;credit score,treasury bonds;money market;CDs,2
+C2942,35,Salaried,160947,Married,3,480,291434,15243,2,173207,Business Investment,10,288974,8,8,2,7,Phone,Quarterly,2025-07-20,53,tax optimization;estate planning;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2943,18,Student,9741,Married,1,338,7845,1037,2,4223,Travel,1,6848,7,6,4,6,Email,Monthly,2024-12-11,41,budgeting;savings strategies;charitable giving;retirement income;medicare,growth stocks;sector ETFs;crypto assets,3
+C2944,47,Salaried,79644,Married,1,454,155341,4846,2,141840,Business Investment,20,13717,6,8,4,5,App,Quarterly,2025-06-25,40,tax optimization;estate planning;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2945,25,Student,7996,Married,2,349,6312,922,2,2384,Debt Reduction,1,10666,6,5,4,7,App,Quarterly,2025-11-22,40,debt payoff strategies;budgeting;savings strategies;investment allocation;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C2946,67,Retired,100611,Widowed,0,428,37198,5211,6,569975,Retirement,3,1245250,3,8,7,4,Phone,Annual,2025-12-07,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C2947,72,Retired,104106,Divorced,0,392,112844,5452,6,818794,Estate Planning,7,1846300,5,9,6,5,Phone,Monthly,2024-08-07,42,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2948,51,Salaried,144842,Single,2,495,148700,8472,4,333567,Wealth Accumulation,3,169335,7,9,5,3,App,Biannual,2025-04-23,24,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2949,51,Self-Employed,124153,Married,2,444,65172,12752,5,395133,Healthcare,20,76488,4,10,7,7,In-Person,Biannual,2025-11-06,54,tax optimization;estate planning;emergency fund;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C2950,50,Self-Employed,59124,Married,0,481,55853,4355,3,167958,Healthcare,15,193877,6,9,5,5,In-Person,Quarterly,2024-07-29,35,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2951,26,Unemployed,3756,Divorced,0,304,3618,500,1,1791,Emergency Fund,1,1417,7,5,3,6,App,Quarterly,2024-11-03,30,budgeting;savings strategies;long-term care;emergency fund;insurance review,growth stocks;sector ETFs;crypto assets,3
+C2952,21,Student,14429,Married,0,376,14232,1560,2,596,Travel,2,18710,7,4,4,7,App,Quarterly,2025-08-19,37,budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C2953,76,Retired,58985,Married,2,402,51439,5882,2,449291,Estate Planning,7,1186286,6,8,5,5,Phone,Monthly,2025-03-18,36,tax optimization;estate planning;college funding;charitable giving;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2954,62,Retired,63835,Married,2,444,43985,5890,3,251543,Retirement,1,640028,5,7,7,6,Email,Monthly,2024-10-08,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2955,65,Salaried,219188,Married,0,481,220805,10275,5,940532,Estate Planning,3,1045287,4,7,8,8,Chat,Biannual,2024-11-03,55,budgeting;savings strategies;estate planning;social security;medicare,index funds;blue-chip stocks;corporate bonds,3
+C2956,21,Student,4614,Married,0,347,7932,500,2,4034,Emergency Fund,2,4491,6,6,5,8,App,Monthly,2025-11-09,47,budgeting;savings strategies;college funding;business succession;credit score,index funds;blue-chip stocks;corporate bonds,4
+C2957,41,Salaried,99171,Married,2,477,226986,6851,3,111940,Business Investment,10,461256,5,7,5,7,App,Quarterly,2025-06-19,48,budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds,3
+C2958,31,Self-Employed,247005,Married,1,477,723199,15795,4,204589,Retirement,33,9827652,7,9,4,4,Phone,Annual,2025-11-14,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2959,29,Self-Employed,92964,Single,2,453,138004,6170,1,51071,Home Purchase,2,492855,9,8,2,5,App,Quarterly,2024-10-06,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C2960,32,Salaried,202784,Married,1,481,829493,11409,3,135228,Wealth Accumulation,5,129123,8,8,3,5,App,Monthly,2025-10-06,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2961,31,Salaried,181086,Married,1,436,532123,16429,4,109871,Debt Reduction,1,318040,7,9,5,7,Email,Quarterly,2025-07-09,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C2962,82,Retired,83281,Single,1,427,92951,5418,5,699896,Estate Planning,5,751066,3,10,8,5,App,Quarterly,2025-03-03,34,tax optimization;estate planning;tax strategies;credit score;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C2963,63,Self-Employed,77125,Widowed,0,440,24452,2905,3,448081,Retirement,5,1140885,6,8,5,7,Email,Quarterly,2024-12-08,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C2964,63,Salaried,109454,Married,1,469,131223,9190,10,482677,Retirement,2,1162067,2,10,10,5,In-Person,Biannual,2025-10-23,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C2965,38,Salaried,122620,Married,1,435,368049,9613,2,204625,Retirement,31,4860448,8,8,3,8,In-Person,Annual,2025-08-09,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C2966,33,Salaried,67605,Married,1,454,266690,6359,3,57875,Debt Reduction,1,99838,5,8,6,7,Email,Monthly,2025-06-14,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2967,25,Salaried,111958,Single,2,403,109764,5104,2,37279,Emergency Fund,2,32591,8,7,2,6,App,Quarterly,2025-02-06,42,budgeting;savings strategies;college funding;insurance review,growth stocks;sector ETFs;crypto assets,3
+C2968,58,Salaried,204801,Single,2,457,188794,15281,6,733636,Retirement,11,5034677,3,8,8,3,Phone,Quarterly,2025-09-04,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C2969,62,Retired,42918,Married,1,399,47178,4115,7,144117,Retirement,8,657417,2,8,10,7,In-Person,Annual,2024-07-04,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C2970,29,Salaried,173658,Married,2,424,192043,12221,4,97329,Retirement,36,8778029,7,6,5,7,App,Monthly,2025-04-04,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C2971,55,Salaried,170560,Widowed,1,455,59386,11726,3,410848,Estate Planning,10,787935,7,9,3,4,Phone,Annual,2024-12-30,29,tax optimization;estate planning;college funding;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C2972,26,Salaried,41175,Married,2,439,38933,4013,2,14945,Retirement,44,2372842,7,7,3,8,Email,Quarterly,2024-08-16,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C2973,63,Retired,97527,Single,0,422,128345,6968,4,574277,Retirement,3,1243466,2,7,8,5,Email,Quarterly,2025-12-19,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C2974,29,Self-Employed,46098,Single,0,437,32994,3620,2,27563,Retirement,40,2435484,8,6,3,6,In-Person,Quarterly,2025-05-24,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C2975,52,Self-Employed,305254,Divorced,0,484,353441,14452,4,1021486,Retirement,13,6708660,6,10,5,7,App,Quarterly,2025-08-09,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C2976,64,Salaried,215906,Widowed,0,476,264199,7515,5,845528,Estate Planning,10,147438,6,6,5,7,Phone,Quarterly,2025-11-08,49,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C2977,42,Unemployed,3358,Single,0,343,13922,500,3,4082,Business Investment,20,100043,6,6,5,4,Email,Annual,2025-08-22,22,budgeting;savings strategies;long-term care;charitable giving,index funds;blue-chip stocks;corporate bonds,2
+C2978,58,Self-Employed,234944,Married,1,458,270943,15495,3,861848,Wealth Accumulation,15,258253,8,10,3,8,Email,Quarterly,2025-07-20,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2979,23,Self-Employed,88942,Married,0,392,90921,5915,1,28044,Emergency Fund,3,27793,9,5,1,7,Chat,Quarterly,2025-01-05,43,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,4
+C2980,65,Unemployed,4195,Married,1,330,4416,516,4,63,Travel,1,16624,2,5,9,3,App,Biannual,2025-07-30,17,budgeting;savings strategies;college funding;tax strategies;charitable giving,treasury bonds;money market;CDs,3
+C2981,34,Self-Employed,278733,Married,1,436,744622,15725,2,340225,Emergency Fund,1,106286,8,8,3,5,Email,Monthly,2025-04-11,38,tax optimization;estate planning;insurance review;emergency fund;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C2982,62,Retired,42108,Married,1,395,68765,3899,5,147525,Healthcare,7,157725,4,7,7,4,Email,Biannual,2025-12-18,25,budgeting;savings strategies;risk management;emergency fund;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C2983,57,Salaried,89603,Married,1,457,66107,6288,6,344376,Retirement,6,1718381,2,8,9,4,Email,Annual,2024-12-09,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C2984,52,Salaried,85840,Married,0,482,136969,6912,4,252320,Healthcare,20,183019,3,8,7,4,Phone,Monthly,2024-07-05,35,tax optimization;estate planning;medicare;long-term care,treasury bonds;money market;CDs;tax-efficient funds,3
+C2985,73,Retired,66168,Married,1,392,52280,5863,6,556671,Estate Planning,20,526754,2,6,10,7,Phone,Ad-hoc,2025-01-12,40,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C2986,43,Unemployed,4195,Single,0,339,14296,500,4,716,Retirement,19,125655,4,9,7,4,Phone,Monthly,2024-07-25,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C2987,31,Unemployed,4931,Married,2,364,19974,587,2,4264,Debt Reduction,2,9617,6,5,6,6,Email,Quarterly,2024-11-09,38,debt payoff strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C2988,65,Retired,21921,Married,0,406,11437,2220,4,93322,Retirement,1,194988,3,5,9,4,Phone,Biannual,2025-04-05,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C2989,39,Salaried,104673,Single,0,447,207920,6047,4,164338,Education,10,136820,7,7,4,6,App,Annual,2025-07-26,40,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,3
+C2990,21,Student,13657,Married,0,375,15586,1310,2,114,Education,2,124258,6,5,6,5,In-Person,Annual,2025-01-14,30,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C2991,63,Retired,111208,Divorced,1,469,33089,6958,7,629650,Retirement,6,1925717,4,7,7,7,Email,Annual,2024-07-07,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C2992,60,Self-Employed,254655,Married,2,494,60495,21384,2,1509048,Retirement,7,4122045,7,7,4,4,Email,Annual,2025-12-19,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C2993,54,Salaried,75396,Married,1,455,62657,4709,4,166777,Healthcare,10,275514,5,9,6,7,Phone,Annual,2024-11-21,48,tax optimization;estate planning;social security;medicare;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2994,63,Retired,24977,Married,2,393,41108,2982,3,129327,Healthcare,7,109569,3,7,7,6,Phone,Quarterly,2024-12-19,40,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,3
+C2995,18,Student,4362,Married,0,349,6685,500,2,696,Travel,1,13540,6,3,5,8,App,Monthly,2025-03-26,44,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C2996,61,Self-Employed,257808,Single,0,445,271879,9519,1,1106858,Retirement,9,5058807,9,10,1,5,Phone,Quarterly,2025-07-10,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C2997,55,Unemployed,3791,Divorced,1,340,3044,500,3,1362,Wealth Accumulation,15,5474,5,8,7,5,Email,Biannual,2025-03-07,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C2998,25,Unemployed,1490,Married,1,334,1492,500,3,3780,Emergency Fund,2,1099,6,6,6,6,App,Ad-hoc,2025-05-24,33,budgeting;savings strategies;social security;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C2999,43,Salaried,274015,Married,1,500,371089,15343,1,403067,Education,2,109754,9,10,1,5,In-Person,Quarterly,2025-04-23,36,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C3000,22,Salaried,152184,Married,0,456,125525,12481,3,23844,Travel,5,20550,7,7,3,8,App,Quarterly,2025-08-07,40,budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets,4
+C3001,65,Salaried,88193,Married,1,465,95838,7065,3,415242,Healthcare,20,59998,3,8,7,5,Chat,Monthly,2024-07-04,36,tax optimization;estate planning;charitable giving;tax strategies;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C3002,24,Student,6588,Married,0,383,6481,627,3,2870,Education,5,159962,5,5,5,6,Chat,Ad-hoc,2025-11-27,40,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3003,48,Self-Employed,113827,Married,0,492,206279,6134,2,399987,Wealth Accumulation,15,101112,9,9,2,8,App,Monthly,2025-01-14,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3004,65,Salaried,180976,Married,1,486,185506,12321,6,980584,Estate Planning,5,1717524,4,8,8,3,Email,Monthly,2025-07-11,26,tax optimization;estate planning;social security;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3005,34,Salaried,100072,Married,2,429,135909,6746,5,85299,Retirement,28,3223423,4,7,7,5,Email,Monthly,2025-02-26,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3006,60,Retired,44694,Married,1,405,55637,3931,5,176831,Wealth Accumulation,20,33785,3,9,8,4,Email,Biannual,2024-12-14,32,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C3007,55,Salaried,173878,Married,2,475,113647,15098,2,639784,Healthcare,7,64149,8,10,4,5,Email,Quarterly,2024-11-24,37,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3008,33,Salaried,144152,Divorced,1,424,380692,8358,5,86120,Home Purchase,5,954337,7,10,5,7,App,Quarterly,2025-04-11,59,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3009,37,Salaried,79318,Married,0,446,200875,3444,2,84987,Home Purchase,3,516195,7,8,4,6,Phone,Annual,2025-05-15,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3010,36,Salaried,147522,Single,0,472,386173,8416,4,158531,Retirement,25,5195463,5,9,6,4,Email,Biannual,2025-11-22,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3011,22,Student,3805,Single,1,380,3504,500,2,1014,Emergency Fund,1,3362,7,6,4,7,In-Person,Biannual,2024-09-03,46,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C3012,76,Retired,60803,Married,0,423,33785,5779,4,346899,Healthcare,5,164337,3,5,8,5,Email,Quarterly,2025-03-10,25,budgeting;savings strategies;social security,treasury bonds;money market;CDs,3
+C3013,37,Salaried,99633,Single,0,458,114551,5131,5,126908,Business Investment,7,131547,4,9,7,5,Email,Biannual,2024-07-13,43,tax optimization;estate planning;college funding;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3014,61,Self-Employed,253168,Single,2,442,350115,18864,4,1194267,Retirement,3,3320040,8,8,4,7,Email,Monthly,2024-09-06,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3015,56,Salaried,62964,Married,1,447,34993,6092,3,248725,Healthcare,15,52437,5,8,6,6,Email,Annual,2025-11-10,37,tax optimization;estate planning;emergency fund;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3016,42,Salaried,165265,Married,3,494,282226,19064,3,229795,Home Purchase,2,764877,7,9,4,4,App,Biannual,2025-02-17,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3017,67,Retired,106483,Married,1,426,54248,9066,6,711167,Healthcare,5,210566,5,8,7,5,Phone,Quarterly,2025-11-27,36,tax optimization;estate planning;social security;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3018,45,Self-Employed,250179,Single,0,459,958598,7892,3,676130,Retirement,15,6253659,8,9,3,6,Email,Biannual,2025-10-16,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3019,51,Salaried,138723,Married,1,474,67182,10051,3,233793,Retirement,17,3906520,6,8,4,7,In-Person,Quarterly,2024-10-05,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3020,27,Salaried,162207,Single,0,426,148087,8019,1,83432,Retirement,41,8479517,10,8,1,6,App,Quarterly,2025-10-02,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3021,52,Salaried,178173,Married,1,505,191488,9552,4,434523,Healthcare,20,298781,6,9,5,4,App,Annual,2025-10-08,26,tax optimization;estate planning;social security;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3022,77,Retired,48405,Widowed,1,395,50168,3810,4,347025,Healthcare,10,280849,3,9,8,7,Email,Monthly,2025-11-26,46,tax optimization;estate planning;retirement income;long-term care;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C3023,25,Unemployed,655,Married,2,328,992,500,2,1646,Home Purchase,5,3764,6,7,4,7,App,Quarterly,2024-07-14,40,mortgage options;down payment;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3024,64,Self-Employed,282300,Single,2,453,137742,19217,3,1854825,Wealth Accumulation,7,292219,7,9,5,5,Email,Monthly,2024-09-06,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3025,47,Salaried,118036,Married,1,480,250884,8512,5,289316,Education,2,163793,5,9,6,8,App,Monthly,2025-01-27,49,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3026,61,Retired,77578,Single,0,457,90894,4903,4,305187,Retirement,1,972084,5,9,7,5,Email,Biannual,2025-01-04,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3027,54,Self-Employed,205906,Married,2,470,323969,16655,5,584562,Healthcare,20,215322,5,8,6,3,Email,Annual,2024-11-22,23,tax optimization;estate planning;emergency fund;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3028,38,Salaried,61981,Married,1,449,153683,6961,4,79517,Retirement,27,2560740,6,7,6,5,App,Quarterly,2024-11-26,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3029,21,Student,8100,Married,0,354,17665,674,1,4323,Travel,1,9930,7,4,4,6,App,Biannual,2025-06-01,35,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C3030,25,Self-Employed,138096,Married,1,425,215241,9226,4,73239,Debt Reduction,2,245479,8,7,4,6,Chat,Quarterly,2024-12-29,36,debt payoff strategies;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3031,20,Student,7464,Married,0,347,5953,831,1,2259,Travel,2,28921,8,6,2,8,Chat,Quarterly,2025-08-28,43,budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C3032,81,Retired,14164,Married,1,341,9014,1575,4,104018,Retirement,1,144238,3,6,8,7,Phone,Monthly,2025-05-28,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C3033,22,Salaried,141342,Married,0,430,165737,8106,3,36341,Travel,1,14936,8,8,3,5,Chat,Monthly,2025-10-31,36,tax optimization;estate planning;social security;long-term care;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3034,19,Student,9435,Divorced,2,320,13510,1085,2,470,Debt Reduction,1,13220,7,6,5,6,App,Monthly,2025-09-21,35,debt payoff strategies;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3035,64,Unemployed,195,Single,0,378,167,500,4,3363,Healthcare,10,226007,1,8,10,7,Email,Monthly,2025-11-07,48,tax optimization;estate planning;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C3036,25,Unemployed,1000,Married,1,310,1935,500,2,4528,Emergency Fund,1,913,6,8,5,6,Chat,Ad-hoc,2025-11-09,48,tax optimization;estate planning;tax strategies;insurance review;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3037,39,Salaried,190927,Married,1,497,457675,11503,5,262172,Home Purchase,7,966062,5,9,5,6,App,Quarterly,2025-12-14,50,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3038,64,Retired,83850,Single,0,429,98492,5145,4,394854,Retirement,1,1071048,2,7,9,5,Email,Biannual,2025-07-02,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3039,63,Retired,68343,Divorced,0,431,17118,4864,3,312909,Healthcare,7,59014,4,8,7,4,Phone,Annual,2025-09-11,26,tax optimization;estate planning;college funding;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3040,33,Self-Employed,147428,Single,0,447,221789,10265,4,138161,Emergency Fund,1,56072,6,7,4,7,Chat,Monthly,2025-02-10,42,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3041,64,Salaried,197724,Single,0,484,167387,7795,6,1209029,Retirement,1,2240636,4,10,6,3,Email,Quarterly,2024-08-21,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,1
+C3042,81,Retired,42199,Widowed,0,370,18882,3670,3,437777,Estate Planning,5,201773,5,10,7,4,Email,Biannual,2024-10-28,39,tax optimization;estate planning;investment allocation;risk management;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3043,81,Retired,31372,Married,1,379,27121,2918,5,226486,Estate Planning,10,1300472,1,6,10,6,In-Person,Monthly,2025-03-09,31,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,4
+C3044,49,Unemployed,1274,Married,2,404,4852,500,4,2747,Education,10,164745,3,8,9,6,App,Quarterly,2024-11-22,46,education savings;529 plans;financial aid strategies;tax optimization;estate planning,treasury bonds;money market;CDs;529 plan,4
+C3045,19,Student,12465,Single,0,376,25476,1093,1,1148,Emergency Fund,1,11602,8,4,3,5,App,Quarterly,2025-05-23,31,budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets,3
+C3046,39,Salaried,182215,Married,2,469,313603,18599,4,197851,Business Investment,7,466626,7,10,4,6,In-Person,Biannual,2025-09-16,45,tax optimization;estate planning;business succession;retirement income;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3047,24,Student,7774,Single,1,330,5281,774,3,3442,Education,1,165088,5,5,6,7,App,Annual,2025-03-19,32,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3048,47,Salaried,111506,Married,1,473,241335,8457,4,272241,Home Purchase,3,579377,4,8,6,7,Email,Monthly,2025-10-02,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3049,31,Salaried,123785,Married,1,457,219956,7750,5,81395,Emergency Fund,1,49949,7,9,5,8,Email,Monthly,2025-04-23,43,tax optimization;estate planning;long-term care;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3050,45,Self-Employed,79640,Married,1,456,202595,6087,2,170867,Home Purchase,3,493951,8,8,4,7,Email,Quarterly,2025-02-05,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3051,25,Salaried,152796,Single,0,445,205387,5568,3,59603,Wealth Accumulation,10,249877,8,9,4,6,App,Annual,2024-08-24,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3052,54,Self-Employed,35911,Married,0,416,55145,2710,4,155480,Retirement,7,573495,3,8,7,3,Chat,Quarterly,2025-05-26,21,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3053,53,Unemployed,3354,Married,1,352,1327,500,4,819,Healthcare,20,231167,2,6,10,6,In-Person,Quarterly,2025-05-13,40,budgeting;savings strategies;business succession;estate planning,treasury bonds;money market;CDs,3
+C3054,59,Salaried,44999,Married,0,432,34475,3605,3,129950,Retirement,1,516232,3,8,8,4,Email,Biannual,2024-12-29,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3055,25,Self-Employed,144764,Married,1,437,100179,7653,3,53197,Debt Reduction,2,118363,8,9,3,7,App,Biannual,2025-10-23,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3056,63,Salaried,89749,Married,1,466,59107,5077,4,492252,Retirement,1,1044321,3,7,7,6,In-Person,Quarterly,2025-11-05,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3057,66,Retired,121103,Divorced,0,460,109717,4976,6,657392,Estate Planning,7,1556504,5,8,6,3,Chat,Ad-hoc,2025-08-25,31,tax optimization;estate planning;tax strategies;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3058,39,Self-Employed,70678,Married,2,447,128025,4520,3,85875,Home Purchase,1,276658,7,7,5,7,In-Person,Biannual,2024-11-26,51,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3059,25,Student,6659,Married,1,362,11344,788,1,4375,Retirement,41,311396,7,7,3,7,Chat,Annual,2024-11-13,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3060,61,Retired,129023,Married,0,467,199153,8785,7,686739,Healthcare,7,255037,4,6,8,6,Email,Monthly,2025-04-06,38,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,2
+C3061,81,Retired,30572,Married,0,381,11299,2420,4,226542,Retirement,1,313762,5,8,7,5,Phone,Quarterly,2025-08-07,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3062,24,Salaried,166381,Married,0,441,158483,9504,2,46011,Travel,2,20290,8,9,2,5,In-Person,Quarterly,2024-07-21,37,tax optimization;estate planning;social security;risk management;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3063,60,Salaried,169125,Divorced,0,498,154331,10445,7,700670,Estate Planning,15,1187273,3,10,8,5,Chat,Annual,2025-10-06,35,tax optimization;estate planning;long-term care;business succession;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C3064,56,Salaried,54124,Married,1,424,26739,5291,3,149822,Wealth Accumulation,10,61346,5,9,7,3,Email,Ad-hoc,2025-08-19,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3065,62,Salaried,253065,Married,0,480,141680,12319,3,872214,Estate Planning,10,303077,8,9,4,7,Phone,Quarterly,2025-10-03,40,tax optimization;estate planning;tax-efficient investing;credit score;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3066,61,Salaried,237030,Married,2,504,182158,23506,5,1074135,Retirement,3,2538192,5,8,6,7,In-Person,Biannual,2024-10-23,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C3067,23,Salaried,164542,Married,0,417,310397,11179,3,49950,Travel,1,15239,8,7,3,7,App,Annual,2025-06-21,43,budgeting;savings strategies;risk management;emergency fund;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C3068,69,Retired,93093,Married,1,425,109521,7042,4,609049,Estate Planning,7,949494,5,8,6,7,Email,Biannual,2024-09-26,47,tax optimization;estate planning;retirement income;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3069,34,Self-Employed,282562,Married,2,485,326614,27444,2,220516,Home Purchase,3,1567981,10,9,2,6,Email,Annual,2024-12-24,49,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3070,24,Self-Employed,53234,Married,0,381,46668,4470,1,18516,Travel,2,22178,8,5,2,7,App,Quarterly,2025-03-14,33,budgeting;savings strategies;estate planning;college funding;business succession,growth stocks;sector ETFs;crypto assets,4
+C3071,47,Salaried,163218,Married,2,470,581796,12839,3,459987,Wealth Accumulation,3,183614,8,9,4,7,App,Ad-hoc,2025-11-15,55,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3072,54,Salaried,251769,Married,2,513,253010,20819,4,569581,Retirement,7,4299056,7,9,5,3,In-Person,Biannual,2025-12-20,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3073,44,Salaried,200565,Single,0,459,369670,11116,4,376511,Business Investment,10,141668,6,8,6,8,App,Annual,2024-07-22,51,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3074,66,Retired,96899,Divorced,0,437,119936,4411,4,611623,Retirement,4,1331095,5,10,6,6,Chat,Quarterly,2025-07-27,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3075,74,Retired,58452,Married,2,418,31043,5975,4,488418,Retirement,1,559964,5,8,7,6,Phone,Quarterly,2024-12-24,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3076,43,Salaried,197369,Married,0,459,781358,12754,2,307221,Business Investment,5,218026,8,10,4,7,Email,Quarterly,2025-04-04,46,tax optimization;estate planning;social security;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3077,59,Salaried,126945,Married,0,469,107370,8311,5,548772,Retirement,11,2602032,6,8,6,6,In-Person,Quarterly,2025-08-08,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3078,39,Salaried,139606,Single,0,478,331323,9883,5,237006,Home Purchase,7,708302,5,7,7,5,App,Ad-hoc,2025-01-31,30,mortgage options;down payment;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C3079,72,Retired,105210,Divorced,1,429,23456,6450,4,701279,Healthcare,7,142144,5,8,6,6,In-Person,Monthly,2024-10-17,36,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3080,34,Self-Employed,44926,Divorced,0,404,168713,2976,4,61503,Emergency Fund,2,26338,6,8,6,6,App,Biannual,2025-02-14,45,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3081,25,Self-Employed,131504,Married,2,421,177818,8240,3,40705,Home Purchase,3,664491,8,8,3,7,App,Ad-hoc,2024-12-23,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3082,39,Self-Employed,242677,Divorced,0,467,747439,10871,2,496240,Home Purchase,2,1197919,8,8,3,8,App,Quarterly,2024-09-20,60,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3083,80,Retired,26886,Married,1,370,23889,3148,2,162971,Emergency Fund,2,21274,5,6,6,4,In-Person,Biannual,2024-09-23,28,budgeting;savings strategies;tax strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3084,21,Student,14290,Married,0,384,16493,1382,2,3245,Travel,1,14870,6,3,5,8,Email,Biannual,2025-10-31,48,budgeting;savings strategies;estate planning;credit score,index funds;blue-chip stocks;corporate bonds,4
+C3085,26,Self-Employed,186062,Married,2,408,318414,14245,1,83926,Home Purchase,5,819233,10,9,1,5,Email,Biannual,2025-12-24,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3086,65,Salaried,130592,Married,2,476,44054,9268,3,746001,Travel,2,26125,5,8,5,3,In-Person,Annual,2025-07-10,26,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3087,64,Salaried,104323,Married,1,425,62147,8869,3,640734,Retirement,6,1585149,6,10,4,6,Email,Biannual,2024-12-01,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3088,45,Unemployed,321,Married,1,367,863,500,2,196,Wealth Accumulation,10,477,6,6,4,4,In-Person,Annual,2025-06-22,26,investment strategies;budgeting;savings strategies;tax strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3089,19,Student,16329,Divorced,0,385,23541,1355,1,4588,Emergency Fund,2,11454,7,3,4,6,Email,Monthly,2025-11-24,29,budgeting;savings strategies;tax-efficient investing;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C3090,28,Self-Employed,218727,Married,1,444,391276,19375,1,105309,Debt Reduction,1,421367,10,9,1,8,Phone,Monthly,2025-07-09,51,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3091,36,Unemployed,4343,Married,2,355,10823,555,3,4494,Education,3,128889,3,8,8,4,Email,Biannual,2025-03-27,29,education savings;529 plans;financial aid strategies;tax optimization;estate planning,treasury bonds;money market;CDs;529 plan,2
+C3092,45,Salaried,232048,Divorced,1,463,839761,13210,1,362185,Wealth Accumulation,15,311709,8,9,2,6,App,Annual,2025-08-16,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3093,38,Salaried,80596,Married,2,422,224057,5104,2,94163,Retirement,25,2815883,7,9,4,7,App,Monthly,2025-05-27,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3094,46,Salaried,204952,Married,1,494,659737,14595,4,354772,Retirement,15,5284195,5,8,5,7,In-Person,Quarterly,2024-10-13,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3095,39,Self-Employed,135634,Single,0,462,269771,7824,3,227403,Home Purchase,2,592872,7,8,3,6,In-Person,Monthly,2024-09-17,49,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3096,34,Salaried,136665,Divorced,0,462,507329,7441,4,99548,Debt Reduction,2,267103,7,9,4,6,Chat,Quarterly,2025-08-07,44,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C3097,40,Salaried,54323,Divorced,0,449,74676,3472,2,71793,Retirement,30,1942762,7,9,4,7,Email,Quarterly,2025-05-15,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3098,75,Retired,34044,Married,1,413,33283,3264,5,246982,Healthcare,5,213123,2,7,9,7,Phone,Quarterly,2025-04-01,48,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C3099,37,Self-Employed,221741,Married,1,484,621144,16477,3,352343,Business Investment,10,273803,7,8,4,5,Phone,Biannual,2025-06-10,41,tax optimization;estate planning;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3100,41,Unemployed,3269,Married,0,350,8212,500,4,3591,Retirement,23,108998,2,8,9,4,Email,Biannual,2025-11-04,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3101,22,Student,17704,Married,0,394,22870,1720,2,1512,Education,3,137238,5,7,6,6,App,Quarterly,2024-12-13,41,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3102,56,Salaried,145874,Single,0,483,172941,6769,4,450555,Retirement,5,2340730,5,8,5,5,In-Person,Quarterly,2024-10-23,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3103,51,Unemployed,1401,Married,0,406,830,500,3,174,Retirement,17,34363,3,6,8,8,Email,Monthly,2024-11-09,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3104,29,Unemployed,2966,Single,0,364,4035,500,2,2102,Home Purchase,2,13917,5,5,6,8,Email,Monthly,2024-10-10,36,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3105,43,Unemployed,605,Married,2,344,1923,500,2,235,Retirement,18,18796,5,7,5,6,Email,Biannual,2025-02-01,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3106,37,Salaried,199197,Divorced,0,451,567250,6892,2,301639,Retirement,25,7661527,6,9,4,7,App,Biannual,2024-10-27,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3107,63,Retired,110527,Married,0,422,27535,8775,7,558827,Estate Planning,7,1758958,4,10,8,6,Email,Annual,2025-09-23,38,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3108,84,Retired,64350,Married,0,358,75569,5613,4,682548,Healthcare,7,272351,4,6,6,3,In-Person,Annual,2024-10-27,21,budgeting;savings strategies;tax strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C3109,47,Self-Employed,204301,Divorced,0,452,506006,11268,3,403544,Retirement,16,6128571,8,9,3,6,Chat,Annual,2025-11-12,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3110,22,Salaried,183521,Divorced,1,444,279231,9604,2,37871,Travel,2,15232,8,7,3,8,Email,Quarterly,2025-07-01,45,budgeting;savings strategies;charitable giving;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C3111,27,Unemployed,4964,Married,0,362,5858,500,3,4008,Emergency Fund,1,2245,5,6,6,7,Phone,Ad-hoc,2025-06-11,43,budgeting;savings strategies;tax strategies;investment allocation;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C3112,62,Salaried,195169,Married,2,447,225013,14119,6,773498,Retirement,8,2833826,3,9,8,8,Chat,Quarterly,2025-05-06,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C3113,35,Self-Employed,105134,Married,1,414,349793,7786,2,161205,Retirement,25,3825492,9,9,2,7,App,Biannual,2024-12-25,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3114,23,Self-Employed,127407,Married,0,393,195040,8825,2,49375,Travel,1,24329,9,8,3,7,Email,Quarterly,2025-09-06,43,tax optimization;estate planning;social security;college funding;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3115,66,Retired,118734,Divorced,0,422,118398,4119,6,604035,Healthcare,20,136777,1,9,10,6,App,Annual,2024-09-26,41,tax optimization;estate planning;investment allocation;medicare;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C3116,25,Salaried,139485,Divorced,1,451,106237,8699,3,52962,Debt Reduction,1,119512,7,10,4,7,App,Biannual,2025-07-12,48,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3117,41,Salaried,164040,Married,1,474,300544,14678,3,192885,Wealth Accumulation,5,128432,6,8,4,5,App,Quarterly,2025-04-17,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3118,25,Student,21627,Married,0,399,16666,2249,2,553,Home Purchase,7,103418,6,5,5,6,Chat,Quarterly,2024-10-09,39,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3119,43,Salaried,53900,Single,0,458,149224,4433,3,71799,Retirement,20,1764349,7,9,4,5,Email,Biannual,2025-11-28,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3120,35,Unemployed,3095,Widowed,1,322,6614,500,3,931,Home Purchase,1,20192,6,7,5,4,App,Biannual,2025-03-13,27,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3121,48,Unemployed,981,Married,1,372,1465,500,4,3705,Wealth Accumulation,7,931,3,7,8,6,App,Annual,2025-04-22,43,investment strategies;budgeting;savings strategies;long-term care;credit score,treasury bonds;money market;CDs,3
+C3122,42,Unemployed,2826,Divorced,1,375,5669,500,4,1313,Retirement,26,116233,3,6,8,6,Phone,Monthly,2025-08-09,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3123,39,Self-Employed,59259,Married,1,451,240061,6768,3,99163,Retirement,29,2295340,6,6,5,7,App,Monthly,2024-12-06,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3124,38,Salaried,160827,Divorced,1,459,463285,9431,4,217025,Home Purchase,5,1110136,7,6,5,7,Email,Biannual,2025-09-11,38,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3125,61,Salaried,206448,Single,2,446,233643,15444,1,1001968,Retirement,6,3182218,8,10,2,7,App,Quarterly,2024-08-11,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3126,56,Self-Employed,290316,Divorced,0,492,229351,14867,4,852797,Retirement,10,5919900,5,8,6,3,Email,Annual,2025-10-12,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3127,31,Unemployed,3158,Single,0,370,8877,500,3,298,Home Purchase,3,17211,5,6,7,4,App,Biannual,2025-03-22,25,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3128,25,Salaried,142593,Single,1,428,171768,8978,1,38443,Home Purchase,3,933704,9,7,1,6,App,Quarterly,2025-11-20,35,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3129,59,Salaried,68343,Married,2,442,39781,6582,5,332141,Travel,2,14767,3,7,8,4,App,Quarterly,2024-12-11,31,budgeting;savings strategies;medicare,treasury bonds;money market;CDs,3
+C3130,30,Self-Employed,68611,Married,0,446,235891,6614,2,52370,Wealth Accumulation,3,33773,8,8,3,5,App,Monthly,2025-12-20,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3131,50,Self-Employed,233732,Married,2,506,95188,13610,3,395139,Retirement,15,6993354,7,7,5,6,Email,Monthly,2025-10-28,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3132,53,Unemployed,3709,Divorced,0,357,3578,500,3,1792,Retirement,10,59556,4,6,7,4,Email,Biannual,2024-12-11,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3133,25,Student,9937,Single,0,339,19140,864,2,1878,Debt Reduction,1,10817,6,6,6,6,Phone,Quarterly,2025-09-28,31,debt payoff strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C3134,47,Salaried,112507,Married,2,506,224726,8332,5,205247,Retirement,22,3829457,5,9,7,7,Email,Quarterly,2025-06-04,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3135,71,Retired,101016,Married,0,406,102045,6306,6,795687,Travel,2,6330,4,7,6,7,In-Person,Quarterly,2024-10-15,38,budgeting;savings strategies;investment allocation;retirement income;risk management,index funds;blue-chip stocks;corporate bonds,4
+C3136,72,Retired,38015,Single,0,403,35370,3113,3,253746,Estate Planning,7,767663,5,9,6,7,In-Person,Biannual,2024-07-11,53,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3137,45,Salaried,208025,Single,0,461,264809,12923,2,475588,Education,3,107997,8,9,3,8,Chat,Monthly,2025-08-25,47,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3138,21,Student,17257,Single,0,339,19748,1573,2,4553,Education,3,173729,5,5,6,7,App,Monthly,2024-09-16,45,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3139,32,Salaried,77812,Married,2,440,152186,6966,3,46688,Emergency Fund,1,20076,5,8,6,4,Email,Annual,2025-11-11,28,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3140,67,Retired,45012,Married,2,429,43849,4338,2,234994,Healthcare,5,254742,5,8,6,6,Chat,Quarterly,2025-05-02,40,tax optimization;estate planning;charitable giving;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3141,77,Retired,68773,Married,1,399,35805,6282,4,494425,Estate Planning,7,1756609,6,7,6,4,Phone,Annual,2025-10-30,33,budgeting;savings strategies;investment allocation;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C3142,84,Retired,60365,Married,2,403,74195,6026,4,659397,Healthcare,7,254029,2,9,8,4,Phone,Monthly,2024-11-22,28,tax optimization;estate planning;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C3143,61,Salaried,286878,Married,2,486,100155,24588,4,1413225,Wealth Accumulation,20,232147,7,9,5,3,In-Person,Annual,2025-04-06,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3144,63,Retired,86307,Divorced,0,428,84570,5041,4,362389,Wealth Accumulation,7,117100,6,7,6,3,Phone,Biannual,2024-08-26,25,investment strategies;budgeting;savings strategies;risk management;insurance review,index funds;blue-chip stocks;corporate bonds,2
+C3145,81,Retired,40094,Single,0,374,58559,2907,5,404535,Estate Planning,5,290445,2,8,9,3,Chat,Quarterly,2025-06-01,27,tax optimization;estate planning;insurance review;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,2
+C3146,49,Unemployed,579,Married,1,391,1646,500,3,3706,Wealth Accumulation,7,836,4,6,8,8,Email,Quarterly,2024-07-22,50,investment strategies;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C3147,23,Salaried,57586,Single,0,408,43041,4336,2,11019,Education,4,131435,8,6,3,6,App,Biannual,2025-07-17,33,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3148,52,Salaried,199229,Single,0,486,116702,14083,4,471294,Retirement,12,4320614,7,9,4,5,In-Person,Quarterly,2024-09-13,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3149,30,Salaried,178750,Married,1,459,216165,10046,4,63738,Retirement,40,7889793,7,6,4,5,Email,Quarterly,2025-01-28,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3150,83,Retired,58194,Married,1,377,62826,4364,4,425150,Emergency Fund,2,32927,4,7,6,3,App,Annual,2025-01-07,26,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C3151,35,Unemployed,3965,Divorced,0,380,9198,500,3,1563,Retirement,35,184947,3,8,8,4,Email,Annual,2025-09-28,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3152,46,Salaried,57301,Married,0,447,138777,4315,2,99530,Home Purchase,3,257326,7,7,3,6,Email,Quarterly,2024-12-09,45,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3153,24,Salaried,191363,Single,0,471,142762,7981,3,65529,Emergency Fund,1,53211,9,6,3,8,Chat,Monthly,2025-07-31,47,budgeting;savings strategies;emergency fund;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C3154,23,Student,7495,Married,0,383,4604,746,2,744,Travel,2,12680,6,5,4,6,Email,Monthly,2024-07-18,38,budgeting;savings strategies;tax strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C3155,25,Salaried,168876,Single,1,464,233075,8732,1,72557,Home Purchase,5,857392,10,10,1,6,App,Annual,2025-05-12,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3156,43,Self-Employed,248991,Single,1,476,855158,12531,2,530371,Wealth Accumulation,10,246472,8,10,2,8,Email,Quarterly,2025-01-30,58,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3157,25,Self-Employed,217808,Married,1,454,144077,14220,1,66610,Home Purchase,3,1133723,9,7,2,7,App,Quarterly,2025-03-14,45,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3158,43,Salaried,201622,Married,2,498,696119,18745,4,470074,Home Purchase,3,1270236,7,8,4,8,App,Ad-hoc,2025-10-24,50,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3159,21,Student,8084,Married,0,342,8759,762,2,4377,Travel,2,29682,6,5,4,7,Phone,Monthly,2024-11-08,34,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C3160,36,Self-Employed,128836,Divorced,0,441,400919,7894,6,121632,Retirement,30,5968875,5,10,6,7,Email,Monthly,2024-08-23,58,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3161,68,Retired,104108,Divorced,0,403,37901,5114,4,543013,Retirement,2,1363735,4,7,7,7,In-Person,Quarterly,2024-12-16,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3162,24,Student,14779,Single,0,355,21345,1237,1,668,Education,2,116800,8,5,3,6,Chat,Biannual,2025-11-14,35,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3163,54,Self-Employed,173287,Married,0,449,107451,13669,4,738781,Retirement,14,4375211,6,9,5,7,Email,Biannual,2025-05-19,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3164,27,Salaried,54983,Single,2,436,57076,4076,2,29335,Debt Reduction,2,72834,7,8,4,6,Phone,Monthly,2024-08-17,41,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3165,38,Self-Employed,78223,Single,0,427,230476,3573,5,134311,Wealth Accumulation,10,44000,5,8,7,5,In-Person,Biannual,2025-10-23,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3166,52,Self-Employed,100567,Married,2,471,100332,8274,5,346062,Healthcare,10,206309,5,8,6,7,Email,Quarterly,2025-09-08,42,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3167,43,Salaried,183950,Single,0,499,489881,12580,3,281540,Wealth Accumulation,5,223134,6,10,5,8,App,Monthly,2025-11-05,63,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3168,47,Self-Employed,279326,Divorced,1,476,758587,21603,4,723973,Home Purchase,5,1177330,7,8,4,6,Email,Ad-hoc,2025-04-09,45,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3169,23,Self-Employed,176758,Married,0,448,180020,10528,2,67004,Emergency Fund,2,53412,8,6,3,6,In-Person,Quarterly,2024-08-18,40,budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets,3
+C3170,24,Student,13942,Single,0,359,16410,1241,2,1726,Travel,3,10834,5,5,5,7,Phone,Quarterly,2025-01-12,39,budgeting;savings strategies;investment allocation;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C3171,65,Salaried,243976,Married,2,454,145195,17285,4,1434046,Estate Planning,5,1581373,4,7,7,8,Email,Ad-hoc,2025-11-21,39,budgeting;savings strategies;business succession;insurance review;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C3172,48,Self-Employed,217822,Single,0,492,260567,9922,2,693956,Wealth Accumulation,15,111768,8,9,2,8,Email,Annual,2025-08-02,58,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3173,22,Salaried,94217,Married,1,417,136853,8439,2,13529,Education,2,118116,7,6,4,7,Chat,Quarterly,2025-07-22,37,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3174,70,Retired,21870,Single,0,418,13474,1692,3,94774,Healthcare,7,65618,1,8,9,5,In-Person,Annual,2024-09-26,37,tax optimization;estate planning;credit score;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C3175,36,Salaried,158054,Married,1,448,556028,12559,2,179322,Wealth Accumulation,15,210821,9,8,2,5,Email,Biannual,2024-11-30,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3176,43,Salaried,187270,Married,2,474,197378,13955,2,297866,Home Purchase,2,1225392,7,9,4,5,Phone,Quarterly,2025-07-23,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3177,56,Unemployed,4582,Married,1,387,5566,586,3,757,Wealth Accumulation,5,4097,2,9,9,7,Phone,Biannual,2024-09-07,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C3178,75,Retired,78394,Married,2,418,44675,8430,4,437946,Travel,1,23798,4,8,7,5,In-Person,Monthly,2025-12-18,42,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3179,28,Salaried,60921,Married,1,410,136739,7037,2,38322,Debt Reduction,1,38573,7,7,4,5,App,Annual,2024-11-07,40,debt payoff strategies;budgeting;savings strategies;social security;tax strategies,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3180,78,Retired,22476,Married,1,350,27618,2435,3,162544,Travel,1,16855,5,5,6,6,In-Person,Monthly,2025-11-20,38,budgeting;savings strategies;emergency fund;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3181,38,Salaried,250915,Married,3,471,532179,18702,3,299972,Home Purchase,7,964993,6,8,4,7,Email,Monthly,2024-07-11,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C3182,21,Student,4263,Married,0,336,3699,500,2,2728,Education,2,130719,6,4,5,6,App,Quarterly,2024-09-07,29,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3183,60,Salaried,175008,Divorced,1,464,151853,7795,6,788858,Wealth Accumulation,10,132985,4,9,6,5,Email,Biannual,2025-07-01,31,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3184,42,Salaried,119036,Married,1,460,388294,8029,4,149414,Retirement,20,3501379,6,9,5,5,App,Quarterly,2025-10-17,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3185,45,Salaried,102198,Married,1,499,249142,7945,1,260131,Business Investment,15,45634,8,8,2,8,App,Monthly,2025-11-05,50,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3186,61,Salaried,181531,Divorced,1,462,40692,8964,6,959211,Retirement,7,3434206,5,8,6,5,Phone,Quarterly,2025-09-14,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3187,52,Salaried,192965,Married,2,490,300042,11983,4,380391,Retirement,10,3112159,4,9,7,4,In-Person,Biannual,2025-11-10,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3188,52,Salaried,190676,Married,0,498,89094,13425,6,440317,Healthcare,7,252458,4,8,6,6,Phone,Monthly,2025-12-12,45,tax optimization;estate planning;charitable giving;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3189,30,Salaried,51289,Married,1,404,110182,3971,3,26932,Retirement,37,2272737,7,6,4,6,Email,Ad-hoc,2024-12-14,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3190,61,Salaried,207809,Married,1,458,250787,10967,3,957433,Retirement,7,3289383,7,7,4,5,In-Person,Annual,2025-04-05,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C3191,61,Salaried,253855,Single,0,506,255618,13521,4,918114,Retirement,5,4105835,5,9,6,4,Phone,Monthly,2024-12-06,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3192,62,Unemployed,2043,Married,2,332,3715,500,4,2942,Retirement,8,41575,1,5,9,4,Email,Quarterly,2025-07-13,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3193,31,Unemployed,1268,Divorced,2,367,4965,500,3,1473,Emergency Fund,1,1047,4,6,7,5,App,Monthly,2024-10-20,32,budgeting;savings strategies;estate planning;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3194,19,Student,9851,Married,0,336,16657,889,2,2625,Travel,3,12479,6,4,4,6,Email,Monthly,2024-07-24,33,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C3195,25,Unemployed,3405,Married,2,320,7906,500,3,979,Debt Reduction,1,2738,5,6,6,8,App,Quarterly,2025-09-22,40,debt payoff strategies;budgeting;savings strategies;retirement income;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C3196,45,Self-Employed,135652,Married,1,464,295266,11090,3,372832,Education,2,156488,7,9,3,8,App,Monthly,2025-01-26,44,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3197,24,Student,11023,Married,0,385,21566,1185,3,1346,Education,3,156080,5,6,6,8,App,Annual,2025-06-28,49,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3198,64,Salaried,94059,Divorced,0,476,69344,4094,1,547368,Healthcare,7,136997,7,9,3,6,Email,Monthly,2024-08-02,50,tax optimization;estate planning;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3199,23,Salaried,68206,Married,0,434,87292,6351,2,16956,Education,3,149905,9,6,3,7,App,Ad-hoc,2025-11-29,43,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3200,64,Salaried,174452,Married,1,475,43530,9439,6,595849,Retirement,6,2945880,4,9,8,3,Phone,Annual,2024-10-18,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3201,43,Unemployed,2320,Divorced,0,375,5639,500,2,1831,Retirement,24,77647,4,8,7,5,Chat,Quarterly,2025-01-16,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3202,42,Salaried,211075,Married,1,492,472979,10752,5,310567,Business Investment,7,315499,5,10,6,6,Phone,Biannual,2025-08-15,52,tax optimization;estate planning;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3203,49,Salaried,115549,Married,1,504,172790,9806,3,319037,Home Purchase,7,554446,7,8,4,4,Phone,Biannual,2024-11-02,25,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3204,33,Self-Employed,68814,Single,0,433,191858,4967,2,83500,Emergency Fund,2,28403,7,7,3,7,App,Quarterly,2025-08-20,36,budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets,2
+C3205,57,Salaried,196538,Married,1,508,82274,14675,8,538844,Healthcare,10,291662,3,8,9,5,In-Person,Quarterly,2025-03-25,40,tax optimization;estate planning;charitable giving;emergency fund;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C3206,59,Self-Employed,155927,Married,2,450,61883,12020,4,809324,Retirement,10,3158601,6,10,6,6,Email,Annual,2025-02-21,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3207,22,Student,9510,Married,1,346,10521,1145,2,1694,Debt Reduction,1,13708,7,3,5,7,Email,Annual,2025-04-01,33,debt payoff strategies;budgeting;savings strategies;risk management;tax strategies,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3208,64,Salaried,192798,Single,0,453,164903,12761,2,693759,Retirement,1,2142331,8,9,2,3,Email,Biannual,2025-08-18,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3209,23,Salaried,133554,Single,2,422,168673,7758,3,43052,Emergency Fund,1,40474,8,7,3,8,App,Monthly,2025-10-24,42,budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C3210,38,Unemployed,4205,Married,0,359,8102,500,3,490,Home Purchase,3,19001,5,6,6,8,Email,Quarterly,2025-02-09,38,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3211,52,Unemployed,2149,Married,2,396,1005,500,3,2339,Retirement,12,38632,3,6,8,4,App,Biannual,2024-11-29,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3212,45,Salaried,241716,Married,1,479,977194,17796,4,490387,Business Investment,3,43463,5,10,6,6,In-Person,Quarterly,2024-07-19,51,tax optimization;estate planning;charitable giving;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3213,22,Student,8321,Single,1,370,17367,745,3,2750,Home Purchase,5,56660,6,4,5,5,Email,Monthly,2024-07-11,29,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3214,24,Student,5273,Married,0,331,6210,559,2,4475,Education,3,122367,7,5,3,6,In-Person,Quarterly,2025-02-02,31,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3215,38,Self-Employed,317350,Married,1,458,695711,26301,1,631496,Home Purchase,5,1293552,9,8,1,7,In-Person,Monthly,2025-10-21,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3216,29,Salaried,175451,Married,1,449,350224,9372,2,103879,Home Purchase,3,1091282,10,6,2,8,App,Quarterly,2025-02-16,44,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3217,46,Salaried,235327,Divorced,0,488,577743,13954,6,496325,Retirement,16,5995872,6,10,6,4,Email,Biannual,2024-12-17,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3218,46,Salaried,114202,Married,2,460,223337,8316,4,170413,Home Purchase,7,662490,6,10,5,7,Chat,Annual,2025-05-23,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3219,33,Salaried,47103,Widowed,0,404,143364,3929,3,41411,Wealth Accumulation,5,32565,6,6,5,7,Email,Annual,2025-04-23,41,investment strategies;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C3220,70,Retired,67652,Divorced,0,431,88726,4910,5,494295,Estate Planning,10,1947013,4,8,8,6,Phone,Monthly,2024-12-13,38,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3221,74,Retired,30848,Married,1,390,31551,2562,4,210093,Healthcare,7,276736,5,8,6,5,Email,Biannual,2025-11-08,33,tax optimization;estate planning;long-term care;college funding;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3222,45,Salaried,172536,Married,0,464,267195,7824,2,438531,Education,3,128944,8,10,2,7,Email,Quarterly,2024-08-24,55,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C3223,18,Student,7005,Married,1,347,12016,643,2,2885,Education,3,118860,5,4,5,6,Email,Quarterly,2025-06-02,32,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3224,68,Retired,69714,Single,0,412,32871,4222,4,356266,Estate Planning,15,1407973,4,6,7,8,Chat,Quarterly,2024-08-02,42,budgeting;savings strategies;retirement income;estate planning;risk management,index funds;blue-chip stocks;corporate bonds,3
+C3225,19,Student,17823,Married,0,341,35631,1895,2,3403,Travel,1,12465,6,4,5,6,App,Quarterly,2024-08-23,33,budgeting;savings strategies;emergency fund;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C3226,31,Self-Employed,165886,Married,0,426,496547,10126,4,126213,Debt Reduction,1,239638,7,7,4,8,In-Person,Monthly,2024-11-22,42,debt payoff strategies;budgeting;savings strategies;estate planning;medicare,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3227,33,Unemployed,1092,Single,0,372,3625,500,3,3728,Wealth Accumulation,7,1015,3,6,7,4,Email,Quarterly,2025-05-03,30,investment strategies;budgeting;savings strategies;social security,treasury bonds;money market;CDs,2
+C3228,61,Self-Employed,74879,Married,0,464,46835,4812,3,434334,Retirement,5,904889,7,7,5,4,Email,Biannual,2025-04-10,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3229,31,Salaried,193909,Married,1,446,405822,10099,2,135444,Home Purchase,2,778698,8,8,3,5,Email,Ad-hoc,2025-02-06,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3230,48,Salaried,159902,Divorced,0,515,444945,5543,3,378914,Retirement,21,5712536,8,9,4,7,Email,Quarterly,2025-05-21,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3231,80,Retired,48254,Married,1,395,69340,4935,3,490010,Retirement,1,427758,4,8,7,7,Phone,Biannual,2025-05-21,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3232,43,Salaried,152910,Single,0,475,217702,7409,3,212466,Wealth Accumulation,10,181106,8,10,3,6,Email,Monthly,2024-09-24,46,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3233,23,Salaried,42357,Divorced,0,404,62165,2835,2,10964,Emergency Fund,1,38436,7,6,4,5,Email,Biannual,2024-12-22,36,budgeting;savings strategies;college funding;medicare;insurance review,growth stocks;sector ETFs;crypto assets,2
+C3234,27,Salaried,81465,Married,1,417,98246,4073,2,27030,Debt Reduction,2,82472,8,8,4,5,Email,Monthly,2025-04-06,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C3235,23,Salaried,83200,Married,0,424,88753,4365,3,17608,Travel,2,20933,6,6,6,5,App,Monthly,2024-10-28,28,budgeting;savings strategies;estate planning;long-term care;social security,index funds;blue-chip stocks;corporate bonds,2
+C3236,22,Student,9397,Married,0,383,9891,993,2,2609,Emergency Fund,2,7481,7,4,5,7,Email,Biannual,2025-03-18,34,budgeting;savings strategies;retirement income;emergency fund;long-term care,growth stocks;sector ETFs;crypto assets,4
+C3237,19,Student,16982,Divorced,1,343,34302,1610,2,2722,Travel,1,19329,6,3,5,5,Chat,Quarterly,2024-12-17,28,budgeting;savings strategies;charitable giving;business succession;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C3238,64,Salaried,206806,Married,1,496,265392,18050,3,1197280,Retirement,1,2071175,7,9,5,3,Email,Biannual,2025-12-03,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3239,54,Self-Employed,220633,Married,2,465,116939,16113,5,685046,Healthcare,15,123925,4,9,6,6,Email,Quarterly,2024-07-15,35,tax optimization;estate planning;medicare;social security;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3240,30,Self-Employed,229944,Married,0,446,599905,14331,2,110073,Wealth Accumulation,10,175577,9,7,2,6,Email,Quarterly,2025-01-22,44,investment strategies;budgeting;savings strategies;charitable giving;risk management,growth stocks;sector ETFs;crypto assets,3
+C3241,23,Self-Employed,208267,Married,1,407,324457,16518,1,54318,Education,4,166086,10,7,1,8,Chat,Monthly,2025-12-24,42,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3242,29,Salaried,195369,Married,1,463,262756,17576,3,96514,Retirement,36,8122709,8,9,3,7,Email,Quarterly,2024-07-25,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3243,39,Salaried,259042,Married,2,485,534788,15593,3,386273,Home Purchase,2,987792,7,8,4,6,Phone,Monthly,2024-10-29,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3244,58,Salaried,181019,Divorced,0,502,128461,10413,3,572952,Retirement,12,3726621,8,10,3,6,Phone,Monthly,2024-09-23,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3245,34,Salaried,103094,Married,2,461,187200,7207,4,110520,Emergency Fund,1,64280,6,9,5,7,Email,Monthly,2025-10-31,43,tax optimization;estate planning;retirement income;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3246,31,Salaried,211293,Married,2,430,372532,19967,4,133079,Emergency Fund,3,54048,6,7,5,5,In-Person,Monthly,2025-03-30,38,budgeting;savings strategies;long-term care;emergency fund,index funds;blue-chip stocks;corporate bonds,2
+C3247,83,Retired,53281,Divorced,0,379,51362,4155,3,335461,Estate Planning,5,358931,4,8,6,6,Phone,Annual,2025-01-09,45,tax optimization;estate planning;tax-efficient investing;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3248,69,Retired,87408,Married,2,422,101440,5193,4,621728,Retirement,1,887675,5,8,7,5,Email,Annual,2025-11-12,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3249,44,Salaried,189627,Married,0,508,340993,11646,3,426808,Retirement,23,6300357,6,10,5,6,Email,Quarterly,2025-01-23,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3250,30,Salaried,177453,Married,0,464,337826,12874,3,84781,Emergency Fund,1,93071,7,8,3,7,Email,Quarterly,2025-11-06,55,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3251,74,Retired,53452,Married,2,400,58294,5726,6,352230,Retirement,1,655061,1,7,10,7,Phone,Ad-hoc,2025-02-25,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C3252,22,Student,6017,Married,0,338,4919,557,1,3485,Travel,1,26724,8,6,2,6,Email,Biannual,2025-03-20,40,budgeting;savings strategies;credit score;investment allocation;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C3253,75,Retired,61207,Married,0,380,28097,4881,5,495647,Healthcare,10,192614,1,9,9,6,Email,Biannual,2025-12-04,47,tax optimization;estate planning;tax-efficient investing;retirement income;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C3254,39,Salaried,69820,Married,3,441,246964,8683,3,73195,Wealth Accumulation,15,115275,7,9,4,5,Chat,Quarterly,2025-01-17,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3255,29,Self-Employed,210872,Married,1,436,269781,17150,1,107174,Debt Reduction,1,197935,10,9,1,5,Email,Annual,2024-09-12,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C3256,59,Self-Employed,58371,Married,0,418,16685,4532,3,253793,Retirement,1,579507,7,8,5,5,Phone,Biannual,2025-07-12,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3257,39,Salaried,263294,Married,2,457,465412,28699,3,440583,Home Purchase,5,1034728,8,7,4,5,Chat,Biannual,2025-03-29,33,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3258,22,Student,12612,Divorced,0,373,19514,1034,2,3975,Emergency Fund,1,11949,6,5,5,6,Email,Monthly,2024-10-14,40,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3259,29,Salaried,211532,Widowed,1,469,275269,11916,2,89811,Emergency Fund,2,77896,8,8,4,5,Email,Quarterly,2025-09-16,41,tax optimization;estate planning;tax-efficient investing;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3260,34,Self-Employed,58178,Married,1,451,225148,4516,1,53552,Home Purchase,3,371885,9,8,3,5,Phone,Quarterly,2025-02-15,29,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3261,43,Self-Employed,159188,Married,0,450,193253,9694,2,430846,Education,2,170463,8,9,3,5,App,Biannual,2025-08-14,42,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3262,28,Salaried,141736,Married,1,427,158680,12613,4,63522,Emergency Fund,1,49898,8,6,4,7,In-Person,Biannual,2025-02-27,36,budgeting;savings strategies;college funding;risk management,growth stocks;sector ETFs;crypto assets,3
+C3263,39,Unemployed,3041,Single,0,359,11085,500,3,682,Home Purchase,1,15701,5,7,6,6,Email,Monthly,2025-01-29,36,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3264,80,Retired,27426,Married,0,392,37391,2734,4,204425,Healthcare,15,80974,3,5,9,3,In-Person,Biannual,2025-05-19,23,budgeting;savings strategies;insurance review,treasury bonds;money market;CDs,2
+C3265,23,Self-Employed,138347,Married,0,438,142524,11045,1,48207,Education,4,143215,9,5,1,8,App,Biannual,2024-07-19,36,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3266,19,Student,7219,Married,0,367,6805,626,2,2394,Travel,1,18033,6,4,4,6,In-Person,Quarterly,2025-05-24,28,budgeting;savings strategies;social security;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3267,36,Salaried,131340,Single,2,471,296071,8679,4,108789,Retirement,29,5523491,7,8,5,6,In-Person,Annual,2025-05-26,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3268,34,Salaried,198595,Married,1,464,256351,11099,2,157971,Emergency Fund,1,104657,8,8,2,7,Email,Biannual,2024-08-04,55,tax optimization;estate planning;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3269,21,Student,7804,Married,0,330,9045,873,2,2273,Emergency Fund,2,2342,7,4,4,5,In-Person,Annual,2025-08-11,24,budgeting;savings strategies;business succession;emergency fund;credit score,growth stocks;sector ETFs;crypto assets,4
+C3270,28,Salaried,45527,Married,0,433,46376,3316,1,16767,Home Purchase,1,183260,8,5,2,6,Chat,Quarterly,2024-08-28,30,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3271,33,Self-Employed,242604,Single,0,436,503944,7527,3,212099,Retirement,30,9846035,8,7,3,8,Email,Monthly,2025-03-10,56,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C3272,47,Salaried,151682,Married,1,457,211779,9602,5,373012,Business Investment,7,152611,7,10,5,7,App,Monthly,2025-12-23,45,tax optimization;estate planning;emergency fund;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3273,39,Self-Employed,61645,Married,3,432,166211,7879,1,90128,Business Investment,7,97838,9,9,3,7,Phone,Quarterly,2025-09-18,54,tax optimization;estate planning;medicare;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3274,72,Retired,59279,Married,2,436,88939,6038,2,442270,Healthcare,7,222518,5,8,5,7,Chat,Annual,2024-12-16,43,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3275,43,Unemployed,311,Married,3,396,1104,500,3,745,Home Purchase,3,1671,5,6,5,7,App,Ad-hoc,2024-12-24,47,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3276,35,Salaried,95603,Single,0,456,227938,4792,4,122027,Education,3,123685,6,9,6,7,Email,Annual,2024-08-03,44,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3277,42,Self-Employed,135173,Married,2,470,344343,9780,2,350826,Home Purchase,3,645388,9,10,3,5,Email,Monthly,2025-09-16,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3278,60,Self-Employed,275384,Single,0,457,378760,10547,5,1036259,Wealth Accumulation,5,139408,6,7,6,5,In-Person,Quarterly,2025-06-28,32,investment strategies;budgeting;savings strategies;tax strategies;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C3279,60,Unemployed,4453,Widowed,1,352,2870,500,4,4253,Retirement,9,71457,2,8,9,5,Phone,Quarterly,2025-01-19,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3280,34,Salaried,269244,Married,2,442,786882,23118,1,238839,Debt Reduction,1,524080,8,8,2,5,In-Person,Monthly,2025-04-22,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3281,41,Salaried,160917,Single,0,446,232393,7537,3,273244,Wealth Accumulation,10,191620,9,9,3,5,In-Person,Biannual,2024-08-21,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3282,60,Retired,94016,Married,0,456,105142,7054,4,293809,Estate Planning,10,1063381,5,9,7,4,Phone,Biannual,2024-11-24,31,tax optimization;estate planning;credit score;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3283,59,Self-Employed,261888,Divorced,0,478,97579,11436,2,1001427,Retirement,3,2822607,6,10,4,7,Email,Quarterly,2025-10-31,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3284,36,Self-Employed,155583,Married,2,446,258893,12526,3,225124,Business Investment,3,88588,8,8,4,8,Email,Annual,2025-03-11,57,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3285,54,Salaried,155200,Widowed,1,482,167244,7548,4,533422,Healthcare,5,183721,5,9,6,4,Email,Biannual,2025-09-14,33,tax optimization;estate planning;long-term care;business succession;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3286,18,Student,12775,Married,0,360,18528,1133,1,1844,Emergency Fund,1,5252,7,5,4,6,App,Quarterly,2024-10-08,31,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C3287,40,Salaried,209048,Married,1,471,571778,12591,3,305395,Retirement,28,7741235,8,10,3,4,App,Biannual,2024-07-09,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3288,44,Salaried,265408,Single,0,510,896575,12300,5,417781,Business Investment,10,181241,5,10,5,6,App,Ad-hoc,2024-07-24,44,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3289,48,Salaried,49140,Married,1,463,157869,4349,3,134017,Home Purchase,5,328886,7,8,5,5,Phone,Biannual,2025-06-18,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3290,57,Self-Employed,65985,Divorced,0,425,34570,4563,3,318541,Estate Planning,7,230331,6,9,5,4,In-Person,Annual,2025-10-13,28,tax optimization;estate planning;charitable giving;medicare;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3291,63,Retired,87880,Divorced,0,462,75749,5156,5,479488,Retirement,1,915856,2,9,10,5,Phone,Quarterly,2025-08-05,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3292,51,Unemployed,662,Married,0,358,819,500,3,4603,Wealth Accumulation,3,939,3,8,9,3,In-Person,Ad-hoc,2025-04-04,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C3293,52,Salaried,190983,Married,2,486,47848,16995,4,392087,Healthcare,7,102093,6,9,5,5,Email,Annual,2024-12-16,41,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3294,46,Unemployed,1483,Married,1,352,5588,500,3,3271,Home Purchase,5,6965,5,7,5,4,Email,Biannual,2024-10-20,32,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3295,51,Self-Employed,284833,Single,0,477,269867,10011,3,881190,Wealth Accumulation,5,473833,8,9,3,6,In-Person,Quarterly,2024-10-12,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3296,19,Student,7541,Married,1,359,8029,785,1,1857,Travel,2,13952,8,3,2,5,App,Monthly,2024-11-05,29,budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C3297,64,Salaried,110670,Single,0,447,120782,4007,7,548614,Wealth Accumulation,7,101588,4,7,7,7,Email,Annual,2025-08-02,46,investment strategies;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C3298,57,Self-Employed,158961,Married,1,476,49804,13168,2,477067,Healthcare,3,66562,9,10,2,6,App,Quarterly,2025-01-15,41,tax optimization;estate planning;insurance review;credit score;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3299,19,Student,15315,Married,1,346,25449,1881,1,2190,Travel,1,17221,8,4,3,7,App,Annual,2025-06-26,45,budgeting;savings strategies;tax strategies;social security,growth stocks;sector ETFs;crypto assets,4
+C3300,43,Salaried,73562,Married,3,478,169423,5126,3,98195,Business Investment,15,346697,5,6,6,4,App,Annual,2025-01-10,30,budgeting;savings strategies;retirement income;college funding;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3301,41,Salaried,59377,Single,0,427,162485,4609,3,73984,Business Investment,7,398108,5,8,6,5,App,Quarterly,2025-04-26,38,tax optimization;estate planning;business succession;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3302,82,Retired,26929,Married,1,347,38539,3206,4,195167,Healthcare,5,75203,1,8,10,5,Phone,Annual,2025-04-15,30,tax optimization;estate planning;tax-efficient investing;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C3303,60,Self-Employed,71837,Single,0,461,76661,4604,2,364457,Retirement,3,1095282,8,7,3,4,In-Person,Biannual,2025-02-11,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3304,31,Salaried,153473,Divorced,1,449,517185,8517,3,99118,Debt Reduction,2,263270,8,6,3,7,Phone,Monthly,2024-07-16,36,debt payoff strategies;budgeting;savings strategies;tax strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3305,30,Salaried,238776,Married,1,483,546623,12501,2,111473,Retirement,37,11867534,8,7,3,7,App,Biannual,2025-08-20,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3306,64,Retired,38779,Single,0,424,45561,2656,5,144534,Travel,2,20238,1,10,10,7,Phone,Annual,2025-03-26,58,tax optimization;estate planning;college funding;social security;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C3307,52,Unemployed,3317,Married,0,393,1012,500,5,4947,Retirement,11,82434,2,6,10,8,Chat,Quarterly,2025-10-22,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3308,55,Self-Employed,161021,Single,2,451,215398,11672,4,512075,Healthcare,15,111397,6,8,5,7,Phone,Quarterly,2025-07-27,41,tax optimization;estate planning;social security;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3309,77,Retired,85104,Married,1,399,110517,6407,4,661188,Travel,2,23478,4,9,7,6,Phone,Monthly,2025-12-18,37,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3310,53,Self-Employed,227692,Single,0,454,220214,8984,5,613099,Retirement,16,7063610,6,9,5,8,In-Person,Ad-hoc,2025-10-12,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C3311,39,Salaried,50049,Married,1,467,122748,4863,3,75095,Home Purchase,10,239131,5,5,5,4,In-Person,Annual,2025-06-26,24,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3312,21,Student,11435,Married,0,374,15865,1103,3,548,Travel,2,17934,5,6,7,8,Chat,Monthly,2024-11-19,50,budgeting;savings strategies;medicare;business succession,index funds;blue-chip stocks;corporate bonds,4
+C3313,56,Salaried,52597,Single,0,429,86970,4303,5,170520,Retirement,6,804882,3,7,8,3,In-Person,Biannual,2025-02-24,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3314,52,Self-Employed,109137,Married,2,483,66629,7808,6,279184,Retirement,16,3148238,4,10,6,4,App,Biannual,2024-09-20,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3315,65,Salaried,67588,Married,1,427,42819,6837,6,320754,Healthcare,20,171071,3,10,9,3,Email,Quarterly,2024-10-14,32,tax optimization;estate planning;medicare;business succession;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C3316,21,Student,11989,Single,2,353,20427,1231,3,4081,Emergency Fund,2,10680,6,6,5,6,App,Annual,2025-01-16,30,budgeting;savings strategies;estate planning;social security;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C3317,44,Salaried,163923,Divorced,1,491,481853,7845,1,336203,Home Purchase,3,654862,9,9,1,6,App,Monthly,2025-10-19,50,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3318,51,Salaried,192016,Divorced,0,482,237499,7743,5,363986,Healthcare,7,193628,5,9,6,6,Phone,Quarterly,2025-08-16,47,tax optimization;estate planning;college funding;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3319,60,Retired,88846,Single,0,414,87328,4087,3,349772,Retirement,9,1535507,5,9,6,4,In-Person,Annual,2024-08-29,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3320,68,Retired,48376,Single,0,414,65525,3174,4,313709,Estate Planning,5,257214,3,6,8,4,Phone,Biannual,2025-09-21,24,budgeting;savings strategies;long-term care;insurance review;estate planning,treasury bonds;money market;CDs,2
+C3321,27,Self-Employed,166115,Married,0,429,160470,10702,1,113335,Home Purchase,3,1039721,10,9,1,6,App,Annual,2025-10-26,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3322,67,Retired,71502,Divorced,0,423,63912,2764,4,461920,Healthcare,5,234958,3,6,7,7,In-Person,Quarterly,2025-09-24,36,budgeting;savings strategies;long-term care;investment allocation;college funding,treasury bonds;money market;CDs,3
+C3323,22,Salaried,81042,Widowed,2,443,119571,5999,1,17588,Education,7,134506,8,6,2,5,Phone,Quarterly,2025-09-28,32,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3324,52,Self-Employed,231432,Single,0,506,317260,11650,2,633763,Healthcare,7,70906,8,9,3,8,Phone,Quarterly,2025-02-06,53,tax optimization;estate planning;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3325,26,Unemployed,1992,Widowed,0,326,2515,500,2,448,Debt Reduction,1,3934,7,8,5,7,App,Annual,2025-07-03,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3326,37,Salaried,151837,Married,2,439,259882,10444,2,156766,Wealth Accumulation,7,141003,8,7,2,7,Email,Biannual,2024-11-30,35,investment strategies;budgeting;savings strategies;college funding;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C3327,54,Self-Employed,101544,Married,2,459,150556,8605,5,271220,Healthcare,7,222565,5,9,6,4,Email,Annual,2025-12-13,39,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3328,56,Salaried,178817,Divorced,0,481,100017,9776,5,401230,Retirement,13,4441039,5,7,6,6,App,Quarterly,2025-01-14,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3329,23,Self-Employed,215275,Married,0,408,384793,16447,2,46538,Emergency Fund,1,101113,9,6,2,6,Email,Quarterly,2024-08-15,44,budgeting;savings strategies;college funding;tax strategies;retirement income,growth stocks;sector ETFs;crypto assets,2
+C3330,18,Student,13884,Single,0,324,24044,1231,1,119,Home Purchase,1,52181,8,4,3,6,Email,Quarterly,2024-10-17,33,mortgage options;down payment;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3331,37,Salaried,58585,Widowed,1,436,144755,5024,3,75265,Home Purchase,3,288795,5,6,5,5,Email,Monthly,2025-10-30,33,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3332,81,Retired,43296,Divorced,0,404,52055,3541,5,292398,Healthcare,15,223450,1,9,10,6,App,Monthly,2025-05-21,44,tax optimization;estate planning;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C3333,37,Salaried,148486,Divorced,0,485,322139,8577,4,135275,Retirement,31,5712909,5,7,5,6,Email,Monthly,2025-12-08,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3334,18,Student,12144,Single,0,336,9882,1007,1,2043,Home Purchase,1,47848,8,5,3,7,App,Annual,2024-07-29,46,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3335,58,Salaried,148836,Married,2,479,113958,12198,3,613003,Retirement,7,2973499,6,10,4,3,Email,Annual,2024-11-04,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3336,28,Salaried,243576,Married,1,469,290842,14746,3,113761,Home Purchase,2,1130641,8,8,4,6,App,Biannual,2025-12-20,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3337,60,Salaried,192000,Married,2,486,278908,11373,3,960601,Retirement,2,2343666,5,8,5,8,Phone,Quarterly,2025-04-13,58,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3338,80,Retired,68034,Married,1,371,68078,5246,4,434808,Healthcare,5,280208,5,6,6,7,In-Person,Quarterly,2024-11-09,37,budgeting;savings strategies;credit score;social security,index funds;blue-chip stocks;corporate bonds,4
+C3339,52,Self-Employed,215959,Married,2,473,58953,13839,5,467316,Retirement,18,5114626,5,10,6,6,Email,Annual,2025-09-20,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3340,25,Salaried,93818,Married,0,441,168227,4468,3,33920,Debt Reduction,1,89176,7,8,4,7,App,Quarterly,2025-10-19,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3341,66,Retired,47979,Single,0,396,11312,3274,6,198697,Healthcare,10,283766,1,8,10,3,In-Person,Biannual,2025-08-24,26,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,2
+C3342,65,Self-Employed,65221,Married,0,451,70559,4804,1,496329,Retirement,1,648939,8,6,2,3,Phone,Biannual,2025-06-04,19,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3343,55,Self-Employed,73090,Single,0,428,94431,3813,4,234869,Wealth Accumulation,5,47974,3,8,7,6,In-Person,Quarterly,2024-10-30,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C3344,40,Self-Employed,40967,Married,1,427,93874,3239,2,73814,Retirement,20,1466040,8,8,4,6,App,Annual,2025-07-13,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3345,61,Retired,102054,Married,2,464,76751,7486,4,319809,Wealth Accumulation,7,112877,5,8,6,4,In-Person,Annual,2025-04-29,26,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3346,23,Student,12654,Divorced,1,341,18535,1266,2,2597,Travel,1,13901,6,6,5,6,Email,Biannual,2025-01-24,41,budgeting;savings strategies;credit score;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C3347,55,Unemployed,785,Married,1,398,608,500,4,1724,Retirement,11,15276,2,7,8,5,App,Annual,2025-02-23,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3348,33,Self-Employed,39969,Divorced,1,425,138795,3316,3,45109,Emergency Fund,1,37434,6,5,5,4,Email,Ad-hoc,2024-08-20,25,budgeting;savings strategies;credit score;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C3349,43,Self-Employed,77588,Married,1,426,281765,5302,3,203950,Wealth Accumulation,10,80847,7,8,4,5,Phone,Quarterly,2024-10-30,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3350,57,Salaried,180440,Single,0,483,136009,10516,8,485196,Retirement,8,3835526,4,10,8,3,Phone,Monthly,2025-04-13,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3351,81,Retired,44580,Divorced,0,371,18357,2373,4,368390,Estate Planning,7,457790,2,9,8,6,Email,Biannual,2025-05-02,48,tax optimization;estate planning;credit score;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C3352,44,Unemployed,1888,Married,1,362,5654,500,4,3765,Business Investment,10,332248,4,7,7,7,Phone,Monthly,2025-10-23,51,budgeting;savings strategies;risk management;investment allocation;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C3353,25,Student,20865,Married,2,348,27858,2364,1,3548,Home Purchase,5,83761,8,5,4,8,Email,Monthly,2025-08-17,46,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3354,67,Retired,105960,Married,0,432,71934,7649,3,406225,Estate Planning,3,435866,6,6,5,7,Email,Annual,2025-02-15,33,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C3355,23,Student,22989,Married,0,398,30610,2327,1,194,Education,2,153959,7,4,3,7,Email,Biannual,2025-11-19,32,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3356,75,Retired,82724,Married,2,401,116803,8288,5,541927,Healthcare,7,243201,4,9,8,7,Phone,Monthly,2025-07-06,51,tax optimization;estate planning;credit score;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3357,60,Self-Employed,165456,Single,0,455,106709,7397,5,585527,Retirement,7,2803771,5,9,6,4,Email,Annual,2025-04-15,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3358,63,Unemployed,190,Single,0,366,87,500,3,2525,Retirement,5,2322,3,6,8,6,Email,Annual,2024-10-10,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C3359,42,Salaried,230481,Married,3,502,336763,23262,5,296911,Wealth Accumulation,20,169922,6,9,5,5,Email,Annual,2025-04-22,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3360,23,Student,19291,Married,1,351,22969,2171,1,3600,Education,1,136960,7,5,3,7,App,Biannual,2025-11-17,32,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3361,24,Student,15142,Widowed,1,374,17534,1480,2,2080,Home Purchase,5,91703,7,4,4,6,App,Ad-hoc,2025-01-29,30,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3362,44,Salaried,91703,Married,2,488,114873,7634,1,184248,Business Investment,7,324117,8,9,2,5,Email,Annual,2025-03-02,44,tax optimization;estate planning;emergency fund;charitable giving;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3363,57,Salaried,166408,Married,1,460,151304,8155,3,682998,Retirement,5,2724460,6,8,4,7,Phone,Biannual,2025-06-11,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3364,27,Self-Employed,55567,Married,2,418,62654,6412,1,38490,Debt Reduction,1,60820,9,7,2,7,App,Quarterly,2024-09-25,45,debt payoff strategies;budgeting;savings strategies;medicare;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3365,62,Salaried,232362,Married,1,462,61186,12067,4,1264682,Retirement,5,3262342,6,7,5,4,Email,Annual,2025-08-17,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3366,23,Student,12686,Single,0,333,19567,1027,1,2215,Emergency Fund,2,10123,7,5,4,6,Phone,Biannual,2025-07-09,35,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,4
+C3367,57,Salaried,115765,Married,2,445,90714,9346,5,467769,Travel,3,11159,7,9,5,8,Email,Quarterly,2025-05-26,48,tax optimization;estate planning;insurance review;tax-efficient investing;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3368,28,Unemployed,3640,Single,0,333,5406,500,2,770,Home Purchase,2,15368,5,7,5,8,Phone,Biannual,2024-08-10,41,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3369,60,Salaried,77805,Single,0,438,97823,3560,2,341540,Healthcare,7,193345,5,7,5,5,In-Person,Quarterly,2025-08-07,29,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C3370,50,Salaried,135091,Single,0,504,75923,7331,4,226099,Retirement,15,3823438,5,10,6,7,Email,Quarterly,2024-11-08,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3371,23,Self-Employed,69820,Married,0,378,123315,6572,1,18525,Emergency Fund,1,53566,9,5,3,5,App,Quarterly,2025-01-20,30,budgeting;savings strategies;retirement income;insurance review;business succession,growth stocks;sector ETFs;crypto assets,3
+C3372,55,Salaried,71008,Married,2,453,73296,4979,3,180275,Healthcare,3,161779,4,7,6,6,Chat,Quarterly,2025-05-29,36,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C3373,39,Salaried,178911,Single,2,440,209032,9475,2,319488,Business Investment,15,461360,7,9,3,7,Phone,Quarterly,2024-07-13,52,tax optimization;estate planning;emergency fund;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3374,27,Salaried,41382,Married,0,392,52407,3487,3,20234,Retirement,33,2116113,7,7,5,6,Phone,Quarterly,2025-07-15,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3375,64,Retired,32031,Married,2,408,52018,3907,4,120119,Retirement,1,411599,5,6,6,7,App,Annual,2025-07-20,48,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3376,45,Self-Employed,186200,Married,1,475,519320,11720,2,421661,Retirement,24,5361337,9,10,2,7,Email,Quarterly,2024-11-29,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3377,70,Retired,75146,Married,0,398,45526,3386,2,512442,Healthcare,10,79205,4,8,6,4,App,Biannual,2025-12-21,32,tax optimization;estate planning;business succession;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3378,52,Salaried,148164,Married,2,455,188445,8700,5,283109,Retirement,14,3219491,4,10,6,4,App,Annual,2025-07-22,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3379,37,Salaried,132966,Married,0,436,346095,11456,4,123278,Wealth Accumulation,7,217665,5,7,5,5,Email,Biannual,2025-06-25,31,investment strategies;budgeting;savings strategies;credit score;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C3380,50,Self-Employed,58973,Single,0,486,64234,4036,3,140599,Retirement,19,2012467,4,8,6,7,In-Person,Quarterly,2024-08-18,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3381,22,Salaried,149204,Divorced,2,459,108395,10996,2,29651,Travel,5,25061,9,8,2,6,Phone,Monthly,2025-07-20,39,tax optimization;estate planning;college funding;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3382,37,Salaried,232141,Married,0,492,407747,9617,3,344159,Home Purchase,2,1386117,8,9,3,7,Email,Quarterly,2024-08-05,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3383,19,Student,13832,Married,0,352,27204,1175,2,2468,Education,4,122523,5,4,5,6,Email,Quarterly,2025-05-03,30,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3384,57,Salaried,91825,Divorced,0,488,55937,4162,4,258249,Retirement,3,1124067,3,8,8,3,Chat,Annual,2024-09-24,22,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3385,60,Unemployed,487,Married,1,370,194,500,5,3040,Retirement,5,7818,1,7,10,7,Phone,Quarterly,2024-08-02,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3386,20,Unemployed,65,Married,1,318,128,500,3,4605,Home Purchase,10,387,4,4,8,6,App,Biannual,2025-11-21,37,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3387,62,Salaried,231003,Married,2,470,173449,14095,7,875586,Healthcare,5,123249,5,8,7,4,In-Person,Quarterly,2025-04-22,31,tax optimization;estate planning;emergency fund;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3388,64,Salaried,244349,Married,0,459,195894,14813,4,1482622,Retirement,5,3103676,7,8,4,3,In-Person,Biannual,2024-08-30,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3389,21,Student,11002,Married,1,358,22678,1200,1,439,Travel,2,6321,6,6,4,6,App,Quarterly,2024-09-11,35,budgeting;savings strategies;long-term care;college funding;business succession,index funds;blue-chip stocks;corporate bonds,3
+C3390,30,Salaried,80303,Single,0,453,317993,3143,2,40129,Emergency Fund,1,24387,6,8,4,6,Email,Monthly,2025-11-02,34,tax optimization;estate planning;retirement income;business succession;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3391,20,Student,4333,Divorced,1,348,6830,500,2,4713,Education,4,110005,8,3,3,7,In-Person,Quarterly,2025-10-06,29,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3392,24,Student,12002,Divorced,2,369,15768,1182,2,2244,Emergency Fund,1,8590,6,5,5,7,App,Quarterly,2025-11-13,41,budgeting;savings strategies;tax-efficient investing;investment allocation;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C3393,64,Salaried,176721,Single,0,458,170332,9049,3,838880,Retirement,3,2561375,7,7,4,6,Email,Biannual,2025-05-16,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C3394,36,Unemployed,4705,Single,0,373,15443,500,3,1541,Wealth Accumulation,5,3635,3,6,9,5,App,Quarterly,2025-10-12,35,investment strategies;budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C3395,39,Salaried,205320,Divorced,0,476,464116,11300,4,225392,Education,1,157924,6,6,5,5,Email,Quarterly,2024-12-23,25,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C3396,58,Salaried,168789,Married,2,454,54913,11484,5,643956,Retirement,4,2371526,5,10,5,7,In-Person,Quarterly,2025-06-30,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3397,51,Unemployed,2430,Married,0,354,2944,500,3,3111,Travel,5,23675,4,6,7,3,Email,Biannual,2025-06-09,20,budgeting;savings strategies;tax strategies;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3398,70,Retired,100126,Divorced,1,432,54471,5072,6,433647,Healthcare,5,274926,2,7,9,6,Email,Quarterly,2025-12-11,43,budgeting;savings strategies;business succession;emergency fund,treasury bonds;money market;CDs,3
+C3399,56,Salaried,153798,Married,1,451,153234,9712,2,393378,Healthcare,5,141204,7,7,3,4,In-Person,Biannual,2025-04-22,31,budgeting;savings strategies;charitable giving;tax strategies;business succession,growth stocks;sector ETFs;crypto assets,2
+C3400,47,Salaried,210136,Divorced,0,461,408563,11030,1,329925,Home Purchase,3,875787,9,9,1,7,App,Annual,2025-12-11,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3401,33,Self-Employed,77197,Married,2,405,251133,5980,3,67269,Wealth Accumulation,7,47915,7,5,4,5,App,Annual,2024-07-10,32,investment strategies;budgeting;savings strategies;tax strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C3402,34,Unemployed,4844,Widowed,1,342,15932,500,2,4138,Retirement,35,215345,3,5,7,6,Email,Ad-hoc,2025-02-23,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3403,62,Salaried,208649,Married,2,488,174262,14954,6,798052,Retirement,1,2699492,4,10,7,6,Email,Biannual,2025-12-16,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3404,57,Self-Employed,97648,Widowed,0,430,137965,6392,4,325218,Retirement,11,2079291,3,8,8,7,In-Person,Monthly,2025-06-29,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,4
+C3405,43,Salaried,187830,Single,0,475,361187,9267,3,312654,Home Purchase,5,1088831,8,9,4,8,App,Annual,2024-10-16,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3406,44,Salaried,245305,Married,3,504,373165,21510,3,379704,Retirement,16,7650932,6,8,5,8,Phone,Quarterly,2025-06-14,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3407,41,Self-Employed,220125,Widowed,1,479,650002,13657,2,511704,Wealth Accumulation,15,137626,8,9,2,5,Email,Annual,2025-08-19,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3408,67,Retired,84170,Single,0,416,117208,2880,6,370407,Healthcare,15,158369,2,5,9,6,Email,Annual,2025-05-06,28,budgeting;savings strategies;long-term care;business succession;investment allocation,treasury bonds;money market;CDs,4
+C3409,81,Retired,24923,Married,0,386,20929,2954,3,173996,Travel,1,20722,4,5,8,7,Phone,Quarterly,2025-11-27,39,budgeting;savings strategies;college funding;investment allocation;risk management,index funds;blue-chip stocks;corporate bonds,3
+C3410,44,Salaried,69113,Widowed,0,480,242262,5688,3,161799,Wealth Accumulation,3,75604,6,9,6,4,Phone,Monthly,2025-09-07,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3411,24,Student,8169,Married,0,360,10960,819,2,1515,Education,3,166108,7,4,4,6,Email,Annual,2025-06-06,26,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3412,41,Unemployed,1284,Married,1,375,2860,500,3,1538,Retirement,20,46097,3,6,7,5,App,Monthly,2024-10-06,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3413,18,Student,4847,Married,0,336,7907,500,2,2277,Home Purchase,5,19080,5,4,5,5,Email,Quarterly,2024-07-21,30,mortgage options;down payment;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3414,51,Salaried,145316,Married,2,461,163529,14332,6,362802,Wealth Accumulation,10,162363,5,10,7,8,In-Person,Monthly,2024-09-07,65,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3415,34,Salaried,99709,Single,0,430,124828,3514,4,97864,Retirement,35,3930554,6,7,6,7,App,Biannual,2025-10-04,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3416,64,Retired,40709,Married,0,400,26195,3608,4,150581,Estate Planning,5,1440098,1,6,10,5,In-Person,Monthly,2025-04-15,27,budgeting;savings strategies;retirement income;tax-efficient investing,treasury bonds;money market;CDs,3
+C3417,84,Retired,43703,Single,2,372,53590,3846,4,401609,Estate Planning,3,1308560,4,8,8,6,Phone,Quarterly,2024-08-08,49,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3418,26,Self-Employed,103699,Single,0,406,97298,4164,4,41526,Retirement,36,4552905,7,10,4,7,Phone,Quarterly,2024-10-16,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3419,83,Retired,22726,Divorced,0,337,16354,2032,5,156479,Healthcare,5,192772,1,8,10,3,App,Quarterly,2024-12-12,27,tax optimization;estate planning;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C3420,70,Retired,79773,Widowed,0,433,70808,4341,4,548224,Retirement,1,969906,4,6,6,6,Phone,Quarterly,2025-06-18,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3421,78,Retired,69281,Single,0,380,98953,4296,4,667301,Estate Planning,5,909182,3,7,9,3,Email,Biannual,2025-02-18,26,budgeting;savings strategies;business succession,treasury bonds;money market;CDs,2
+C3422,71,Retired,86675,Married,0,403,72125,3868,4,515927,Estate Planning,10,1628943,5,8,6,3,Chat,Annual,2024-11-10,21,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3423,54,Salaried,110819,Married,0,496,37813,8037,4,243894,Retirement,13,2328248,6,9,5,4,Phone,Quarterly,2025-04-15,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3424,73,Retired,18129,Single,0,368,32658,1411,4,118655,Healthcare,7,168053,1,7,9,7,Phone,Quarterly,2025-06-23,40,budgeting;savings strategies;charitable giving;emergency fund,treasury bonds;money market;CDs,4
+C3425,21,Unemployed,427,Married,1,344,728,500,2,363,Travel,5,8211,6,6,5,7,App,Quarterly,2025-06-06,48,budgeting;savings strategies;insurance review;risk management;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C3426,22,Student,8576,Married,0,378,16516,985,1,3956,Emergency Fund,1,4225,7,6,4,6,In-Person,Quarterly,2025-05-03,30,budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets,3
+C3427,50,Salaried,195244,Single,0,499,169814,12905,5,334986,Retirement,10,3805739,4,8,6,5,In-Person,Annual,2025-02-10,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3428,38,Salaried,242294,Widowed,0,455,343202,14745,3,252552,Business Investment,5,480309,7,8,4,5,Email,Annual,2024-09-15,35,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3429,66,Retired,119319,Married,0,453,59380,5603,7,658689,Estate Planning,3,156626,2,9,9,4,Phone,Quarterly,2025-09-02,37,tax optimization;estate planning;credit score;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C3430,65,Self-Employed,185011,Divorced,0,458,156626,8316,3,1264332,Healthcare,5,133268,9,9,3,4,In-Person,Biannual,2025-07-08,38,tax optimization;estate planning;retirement income;social security;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3431,73,Retired,74889,Married,2,409,37397,6734,3,477035,Healthcare,7,187471,6,9,5,6,Email,Quarterly,2025-04-11,36,tax optimization;estate planning;medicare;investment allocation;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3432,24,Student,14236,Single,0,387,22407,1067,2,3439,Education,2,173339,6,4,6,8,App,Annual,2025-11-18,37,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3433,84,Retired,51455,Married,1,392,72430,4721,4,550296,Healthcare,10,213623,2,10,9,4,In-Person,Biannual,2025-03-23,37,tax optimization;estate planning;long-term care;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C3434,60,Salaried,124923,Divorced,0,487,150776,6525,5,587511,Travel,1,8214,3,10,8,4,App,Biannual,2025-11-18,35,tax optimization;estate planning;social security;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C3435,40,Self-Employed,103244,Married,2,480,151834,5840,3,184686,Home Purchase,2,391346,7,9,4,7,Email,Quarterly,2025-07-22,56,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3436,48,Salaried,100367,Married,2,473,279525,7337,5,193821,Retirement,22,2827786,4,9,7,6,Chat,Biannual,2025-05-10,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3437,22,Salaried,120437,Married,0,398,154290,4911,2,17346,Education,2,112427,8,8,3,6,App,Biannual,2025-09-24,47,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3438,27,Self-Employed,77840,Married,2,397,148268,7483,3,39560,Retirement,35,2891809,7,6,4,6,In-Person,Quarterly,2025-05-26,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3439,48,Self-Employed,276335,Married,2,492,944737,16174,2,640025,Retirement,17,8080771,10,10,2,7,Email,Quarterly,2024-10-27,58,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3440,40,Salaried,71625,Married,0,466,81662,2786,2,134966,Home Purchase,5,424311,8,9,3,7,Email,Annual,2025-11-20,52,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3441,40,Self-Employed,213485,Single,0,487,722069,8051,1,362926,Business Investment,7,191454,10,10,1,8,Email,Biannual,2025-12-23,44,tax optimization;estate planning;investment allocation;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3442,22,Student,14184,Single,2,386,8321,1223,2,369,Emergency Fund,1,10793,7,5,5,8,Email,Annual,2025-09-05,49,budgeting;savings strategies;estate planning;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C3443,18,Student,6217,Single,0,348,10115,500,2,3737,Education,3,153893,7,5,5,7,App,Annual,2024-09-14,32,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3444,44,Self-Employed,230538,Married,1,476,402688,16920,2,456360,Education,3,148810,6,9,4,7,Email,Quarterly,2025-11-02,49,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3445,80,Retired,65632,Single,0,407,19790,5253,4,388890,Retirement,1,643385,5,8,6,3,Phone,Annual,2024-12-28,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3446,22,Student,5327,Single,0,346,7751,500,2,723,Travel,3,5345,7,5,4,8,App,Monthly,2024-10-23,43,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C3447,63,Salaried,225819,Divorced,0,468,102874,15656,7,734416,Retirement,3,2573824,3,8,7,7,Email,Quarterly,2024-09-02,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C3448,62,Retired,52976,Single,0,446,26319,4066,5,168180,Retirement,8,889633,3,7,8,8,Email,Biannual,2025-05-08,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3449,21,Student,16803,Married,0,356,17127,1797,1,2289,Travel,3,5130,8,6,4,6,Phone,Annual,2025-10-22,33,budgeting;savings strategies;emergency fund;risk management;credit score,growth stocks;sector ETFs;crypto assets,4
+C3450,62,Retired,126669,Divorced,0,444,113553,7120,7,711878,Retirement,6,2009069,2,7,9,8,In-Person,Quarterly,2025-08-25,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,4
+C3451,55,Unemployed,4225,Married,1,377,3513,551,4,1906,Retirement,13,100424,1,8,10,3,Email,Biannual,2025-08-10,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3452,46,Salaried,152794,Single,1,458,568900,8179,3,407936,Home Purchase,5,717653,7,9,3,8,Phone,Quarterly,2025-05-14,60,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3453,20,Unemployed,2259,Single,0,329,4971,500,3,2887,Debt Reduction,1,4114,6,5,6,8,App,Quarterly,2024-09-12,37,debt payoff strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C3454,20,Student,6024,Single,1,352,11256,517,2,454,Emergency Fund,1,4884,7,6,3,7,App,Biannual,2025-11-25,47,budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets,3
+C3455,79,Retired,25218,Married,0,354,17138,2227,3,139251,Retirement,1,257627,3,4,7,6,In-Person,Annual,2025-07-09,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C3456,38,Self-Employed,142800,Married,0,480,299925,10396,1,274363,Home Purchase,3,952314,8,9,2,6,Email,Quarterly,2024-10-10,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3457,57,Self-Employed,134508,Married,0,461,50398,8823,3,477541,Retirement,11,2755494,5,10,5,7,Phone,Biannual,2024-10-05,59,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3458,85,Retired,45656,Single,1,362,78891,3011,6,411293,Estate Planning,7,1104710,1,8,10,3,App,Annual,2025-10-15,27,tax optimization;estate planning;credit score;social security;medicare,treasury bonds;money market;CDs;tax-efficient funds,2
+C3459,43,Self-Employed,126207,Single,0,463,327982,5401,3,219051,Education,2,140484,8,8,3,6,App,Monthly,2024-07-10,42,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3460,50,Self-Employed,163165,Married,1,496,57264,14751,2,381158,Retirement,18,4825187,8,7,2,8,Email,Annual,2024-08-20,54,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3461,23,Salaried,65463,Married,0,397,76476,4480,2,15950,Education,10,142523,7,6,3,5,App,Biannual,2025-08-08,32,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3462,75,Retired,26509,Married,2,409,9505,3312,3,192045,Retirement,1,245683,4,8,6,5,Email,Biannual,2025-01-22,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3463,47,Salaried,221587,Single,0,497,686817,11971,2,387620,Education,7,166995,9,10,3,5,Email,Biannual,2025-05-05,41,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3464,31,Self-Employed,106706,Divorced,1,422,428356,8098,5,69455,Debt Reduction,3,67770,5,9,6,4,Email,Ad-hoc,2025-09-12,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C3465,64,Self-Employed,245372,Widowed,0,475,170429,13725,3,1758540,Healthcare,7,170134,7,10,4,4,Phone,Biannual,2025-05-06,37,tax optimization;estate planning;college funding;credit score;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3466,20,Student,8919,Married,0,358,14630,950,1,1801,Education,2,129315,8,4,3,5,Phone,Monthly,2025-11-28,33,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3467,34,Self-Employed,102005,Single,0,422,273354,5261,2,119605,Debt Reduction,1,96838,8,7,3,8,Email,Quarterly,2025-05-20,42,debt payoff strategies;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3468,62,Salaried,112739,Married,2,440,113874,8410,6,559536,Retirement,7,2201450,4,9,6,4,Phone,Biannual,2025-01-03,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3469,52,Salaried,87427,Married,1,481,91386,5226,4,197901,Retirement,14,2473771,4,10,7,3,Email,Biannual,2025-09-13,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3470,52,Salaried,256928,Married,1,512,152883,20504,3,440242,Wealth Accumulation,5,403994,7,10,4,7,In-Person,Monthly,2024-09-30,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3471,41,Self-Employed,280257,Married,2,487,335556,25347,3,497525,Retirement,28,9315867,7,10,3,7,App,Quarterly,2025-10-27,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3472,69,Retired,46240,Married,1,414,70740,4729,4,260230,Emergency Fund,2,34685,3,6,8,6,In-Person,Quarterly,2025-02-25,35,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C3473,68,Retired,104600,Married,2,449,61079,9001,3,445137,Estate Planning,7,1445266,6,7,5,8,Phone,Quarterly,2025-04-27,50,budgeting;savings strategies;estate planning;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3474,58,Self-Employed,132474,Married,1,483,107422,8758,4,624754,Retirement,4,2081099,7,10,4,7,In-Person,Monthly,2025-07-30,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3475,25,Salaried,75671,Married,2,400,99439,4577,1,29559,Retirement,39,3243457,9,7,1,7,App,Quarterly,2025-09-14,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C3476,84,Retired,24387,Married,1,387,27822,2583,4,259124,Retirement,1,231539,3,7,8,4,Phone,Annual,2025-04-03,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3477,72,Retired,84950,Single,1,405,92282,4051,4,542938,Retirement,1,827470,5,5,6,6,Chat,Biannual,2024-08-24,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3478,28,Salaried,50037,Married,2,439,71487,6175,2,24038,Home Purchase,1,190936,8,8,3,6,App,Quarterly,2024-09-21,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3479,27,Self-Employed,32543,Single,0,427,36999,2768,2,14715,Wealth Accumulation,3,32549,7,7,4,6,Email,Quarterly,2025-08-29,36,investment strategies;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C3480,79,Retired,30581,Single,0,360,25262,2557,4,228846,Travel,1,21466,3,8,7,5,Email,Quarterly,2025-02-11,29,tax optimization;estate planning;risk management;medicare;business succession,treasury bonds;money market;CDs;tax-efficient funds,3
+C3481,62,Self-Employed,131021,Married,0,477,85953,11081,4,724469,Estate Planning,20,636277,7,8,4,6,Phone,Monthly,2024-10-30,46,tax optimization;estate planning;medicare;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3482,29,Unemployed,2119,Married,0,337,3487,500,2,2059,Emergency Fund,1,1366,4,7,6,6,Email,Monthly,2025-05-13,37,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C3483,40,Salaried,79381,Married,1,429,236342,6619,3,154561,Wealth Accumulation,3,60148,6,8,6,6,Email,Ad-hoc,2025-01-19,35,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3484,79,Retired,60030,Married,2,421,35738,5214,3,561182,Healthcare,3,124195,3,9,7,7,Email,Quarterly,2024-09-30,42,tax optimization;estate planning;credit score;college funding;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C3485,35,Unemployed,3019,Single,0,375,4346,500,2,4323,Education,2,162487,5,8,5,6,App,Quarterly,2024-09-23,47,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3486,69,Retired,56071,Single,0,429,64325,4413,3,261358,Estate Planning,10,1562422,5,6,6,7,Phone,Quarterly,2025-04-08,48,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C3487,67,Retired,39290,Single,0,391,11624,2511,4,247278,Estate Planning,3,142789,5,9,6,6,In-Person,Biannual,2025-06-05,36,tax optimization;estate planning;long-term care;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3488,29,Salaried,83851,Married,0,457,48498,4572,0,50884,Retirement,40,4040998,9,7,1,8,App,Annual,2024-10-06,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C3489,53,Salaried,119301,Divorced,0,462,44358,7931,7,385059,Retirement,11,2763861,3,8,7,5,In-Person,Quarterly,2025-07-10,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C3490,60,Retired,90644,Married,1,424,41989,7038,5,286831,Healthcare,20,279860,2,6,8,7,Email,Monthly,2025-07-10,40,budgeting;savings strategies;long-term care;tax strategies,treasury bonds;money market;CDs,3
+C3491,65,Salaried,203904,Single,0,474,196483,10975,3,993785,Healthcare,10,209122,8,8,4,6,In-Person,Quarterly,2025-09-25,37,tax optimization;estate planning;medicare;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3492,84,Retired,54034,Divorced,0,402,29608,3728,3,373038,Retirement,1,658076,5,6,6,5,In-Person,Quarterly,2024-12-01,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3493,63,Salaried,215882,Married,1,444,111000,12574,4,1191395,Healthcare,7,247875,5,10,5,3,Chat,Monthly,2024-08-03,34,tax optimization;estate planning;long-term care;social security;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3494,52,Salaried,222529,Married,1,474,128336,18306,3,593207,Healthcare,10,134572,6,7,4,5,Chat,Ad-hoc,2025-02-07,32,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C3495,37,Salaried,239975,Married,1,489,446517,12535,3,337730,Business Investment,3,452254,8,6,4,8,Email,Ad-hoc,2024-08-23,45,budgeting;savings strategies;medicare;credit score,growth stocks;sector ETFs;crypto assets,3
+C3496,61,Retired,62260,Single,0,440,98117,3948,5,240117,Retirement,1,631047,3,5,8,4,Chat,Annual,2024-09-20,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3497,73,Retired,56493,Married,1,377,64523,4652,3,318755,Healthcare,7,95575,4,6,7,6,Email,Monthly,2025-12-19,32,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3498,66,Retired,27373,Married,0,393,29954,2914,5,165525,Estate Planning,3,1815361,1,8,10,4,In-Person,Biannual,2024-09-07,37,tax optimization;estate planning;retirement income;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C3499,76,Retired,17032,Widowed,1,400,14888,1668,5,145997,Healthcare,5,100646,1,7,10,7,Email,Quarterly,2025-12-02,44,budgeting;savings strategies;tax strategies;retirement income,treasury bonds;money market;CDs,3
+C3500,62,Salaried,66055,Married,0,419,90470,6379,5,295264,Retirement,1,726545,4,7,8,3,Phone,Annual,2025-05-05,20,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3501,26,Unemployed,1576,Married,0,332,1509,500,2,2126,Debt Reduction,1,2877,6,6,4,5,In-Person,Biannual,2025-02-16,29,debt payoff strategies;budgeting;savings strategies;business succession;social security,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C3502,51,Salaried,112749,Single,0,458,143824,4246,6,208875,Retirement,11,2795430,6,10,6,7,App,Biannual,2025-03-29,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3503,36,Salaried,152354,Married,2,491,282433,12602,5,121394,Retirement,34,5510984,6,8,5,8,In-Person,Monthly,2025-07-10,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C3504,22,Unemployed,334,Widowed,1,341,544,500,4,539,Education,3,158457,4,7,8,7,In-Person,Ad-hoc,2025-09-05,50,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3505,46,Self-Employed,185417,Married,2,458,309194,12258,4,525043,Wealth Accumulation,20,259881,8,10,4,6,Email,Quarterly,2024-12-06,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3506,62,Retired,52834,Married,1,428,18380,5572,5,263421,Wealth Accumulation,7,85684,3,8,8,4,In-Person,Quarterly,2025-01-17,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C3507,25,Salaried,114969,Married,2,425,123452,9575,3,51378,Home Purchase,3,777992,7,8,4,7,Chat,Quarterly,2024-08-19,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3508,85,Retired,67519,Married,2,379,47278,6932,6,686134,Healthcare,3,97639,3,7,9,7,Phone,Quarterly,2025-11-07,43,budgeting;savings strategies;investment allocation;long-term care,treasury bonds;money market;CDs,3
+C3509,24,Unemployed,4999,Married,0,323,8267,500,4,4360,Travel,3,21655,4,5,7,7,Email,Ad-hoc,2025-11-14,36,budgeting;savings strategies;credit score;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C3510,24,Self-Employed,125865,Married,0,410,129335,9336,2,50877,Education,3,139939,9,7,3,6,App,Monthly,2025-10-12,34,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3511,74,Retired,92592,Single,0,426,45060,3322,3,680618,Estate Planning,20,407124,5,10,6,5,In-Person,Annual,2024-12-02,35,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3512,51,Salaried,169634,Married,2,479,208987,15579,3,471488,Wealth Accumulation,3,158982,7,9,4,5,Email,Quarterly,2025-03-07,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3513,22,Salaried,125563,Married,0,425,181905,5359,1,23445,Education,4,133269,9,5,1,8,App,Quarterly,2025-02-08,49,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3514,47,Self-Employed,242731,Single,0,487,847012,11558,2,589138,Business Investment,7,119771,9,9,2,5,App,Biannual,2024-10-07,43,tax optimization;estate planning;insurance review;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3515,67,Retired,74817,Married,2,404,29862,4551,4,493935,Travel,3,20718,2,9,8,6,App,Monthly,2024-07-26,39,tax optimization;estate planning;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C3516,51,Salaried,123084,Married,2,454,35726,11784,5,270370,Retirement,12,3229015,5,10,6,7,App,Biannual,2024-07-21,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3517,22,Unemployed,1961,Divorced,1,351,3451,500,3,1631,Travel,3,10955,4,5,7,7,Phone,Ad-hoc,2025-12-02,42,budgeting;savings strategies;insurance review;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C3518,80,Retired,67241,Single,0,402,28982,5027,5,664950,Retirement,1,791991,3,9,8,4,Phone,Quarterly,2025-12-19,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3519,70,Retired,77578,Married,0,421,90852,3502,3,453098,Retirement,1,833217,4,8,6,7,Phone,Annual,2024-10-16,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3520,40,Self-Employed,55845,Married,3,429,189533,7147,1,82042,Wealth Accumulation,20,43090,9,8,1,7,App,Monthly,2025-07-23,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3521,18,Student,15266,Married,1,335,20576,1440,2,2967,Travel,1,9805,7,5,3,8,App,Monthly,2024-09-01,49,budgeting;savings strategies;estate planning;business succession;social security,growth stocks;sector ETFs;crypto assets,3
+C3522,67,Retired,68712,Married,1,430,69146,7330,3,466319,Retirement,2,704062,3,6,8,5,Chat,Annual,2025-10-11,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3523,39,Salaried,103272,Single,0,474,309828,6478,3,117259,Wealth Accumulation,5,46438,8,8,4,8,In-Person,Annual,2025-07-23,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3524,78,Retired,26931,Married,2,370,20852,3756,3,262536,Estate Planning,10,675147,2,7,8,7,Phone,Annual,2025-06-08,39,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,3
+C3525,23,Self-Employed,203944,Divorced,2,421,370488,10089,1,62696,Emergency Fund,1,64726,10,6,1,8,App,Ad-hoc,2024-07-07,43,budgeting;savings strategies;tax strategies;college funding,growth stocks;sector ETFs;crypto assets,4
+C3526,60,Salaried,242182,Single,0,499,190322,9770,5,814047,Travel,1,6379,4,8,6,4,Phone,Quarterly,2025-10-31,35,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3527,36,Salaried,178928,Single,0,460,462503,8601,1,177376,Home Purchase,5,996818,8,9,2,7,Phone,Biannual,2025-02-05,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3528,78,Retired,48498,Single,0,392,55316,3212,4,262556,Healthcare,5,74606,5,8,7,6,Email,Quarterly,2024-10-29,47,tax optimization;estate planning;social security;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3529,51,Salaried,259590,Divorced,0,505,68849,17754,6,642748,Retirement,19,8784447,4,10,6,3,Email,Biannual,2025-10-17,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3530,46,Self-Employed,197692,Married,1,467,526643,14702,1,419240,Wealth Accumulation,10,268425,9,8,2,5,App,Biannual,2024-12-08,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3531,61,Self-Employed,54481,Married,1,422,64498,4296,4,270194,Wealth Accumulation,5,79849,4,9,6,3,Phone,Annual,2025-03-22,32,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3532,55,Salaried,42899,Married,2,435,16681,3820,3,122646,Retirement,7,813044,6,9,6,5,Chat,Biannual,2024-08-23,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3533,53,Salaried,221699,Single,0,479,129227,9384,3,453772,Healthcare,7,267238,6,10,5,6,Chat,Quarterly,2025-12-23,40,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3534,54,Self-Employed,33851,Widowed,0,421,36871,2516,3,118684,Retirement,9,758377,4,8,6,6,Email,Annual,2024-11-09,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3535,64,Self-Employed,171162,Single,0,445,299398,10400,2,1040322,Retirement,6,3064713,8,7,2,8,In-Person,Quarterly,2025-02-12,58,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3536,64,Salaried,229334,Married,1,458,330412,13508,3,1172369,Retirement,6,3219014,7,8,3,7,In-Person,Annual,2025-06-11,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3537,26,Unemployed,1522,Married,1,312,1116,500,3,2896,Wealth Accumulation,5,1809,5,7,5,5,App,Monthly,2025-03-08,36,investment strategies;budgeting;savings strategies;emergency fund;business succession,index funds;blue-chip stocks;corporate bonds,3
+C3538,51,Salaried,74241,Married,0,486,77325,3005,5,186180,Wealth Accumulation,5,33973,5,7,7,5,App,Biannual,2024-08-18,33,investment strategies;budgeting;savings strategies;tax-efficient investing;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C3539,23,Student,16208,Divorced,0,363,18598,1522,2,1278,Education,4,144432,6,4,4,6,Phone,Annual,2025-07-05,30,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3540,49,Salaried,240431,Married,1,496,714625,14579,3,704651,Home Purchase,5,1147395,7,8,3,7,Email,Biannual,2025-07-30,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3541,62,Retired,104092,Married,1,431,95640,5922,7,538211,Retirement,7,1921567,4,10,7,6,Email,Quarterly,2024-09-30,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3542,45,Self-Employed,290675,Divorced,0,502,868008,10876,1,705675,Wealth Accumulation,5,340362,9,8,2,8,Phone,Biannual,2024-08-05,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3543,56,Self-Employed,251012,Single,0,462,354967,14271,3,1156114,Retirement,6,4296409,8,10,3,5,Email,Annual,2025-10-28,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3544,64,Retired,100557,Divorced,0,419,63543,6118,5,397086,Retirement,4,1571576,6,6,5,8,App,Monthly,2025-02-16,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C3545,56,Self-Employed,299685,Widowed,0,472,342394,16997,7,1397201,Healthcare,7,185941,4,9,8,6,App,Quarterly,2024-12-20,36,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3546,61,Salaried,288226,Single,0,477,80779,10956,2,1187882,Retirement,1,3724793,7,10,4,8,Phone,Monthly,2025-08-29,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3547,34,Salaried,233167,Single,0,483,873397,12635,6,261059,Emergency Fund,1,216359,5,9,7,7,Email,Ad-hoc,2025-12-07,51,tax optimization;estate planning;long-term care;emergency fund;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3548,21,Student,13587,Single,0,329,18546,1041,2,3694,Travel,1,10393,5,5,5,6,Email,Quarterly,2025-07-08,40,budgeting;savings strategies;tax strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C3549,34,Salaried,120663,Divorced,0,455,305131,6325,5,124764,Debt Reduction,2,175327,7,7,5,7,Phone,Quarterly,2024-10-27,41,debt payoff strategies;budgeting;savings strategies;estate planning;business succession,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3550,42,Salaried,60133,Married,2,461,232672,6734,3,79737,Business Investment,10,341023,6,7,6,5,Email,Quarterly,2024-11-11,29,budgeting;savings strategies;social security;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C3551,25,Student,18350,Married,0,350,12039,1835,2,1203,Debt Reduction,1,13397,6,5,5,7,Email,Monthly,2024-10-27,40,debt payoff strategies;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C3552,22,Salaried,136492,Single,0,428,127528,7415,2,28817,Education,4,174123,8,8,3,7,App,Quarterly,2025-07-17,41,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3553,60,Salaried,144751,Married,1,469,90547,10295,6,487004,Retirement,9,2447625,3,10,7,6,In-Person,Quarterly,2025-02-11,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C3554,27,Salaried,184119,Single,0,458,280763,6793,3,99295,Wealth Accumulation,5,298803,7,8,5,7,App,Quarterly,2025-01-25,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3555,24,Student,17347,Married,0,373,13547,1901,1,4287,Education,5,129217,6,6,4,6,App,Quarterly,2025-04-26,39,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3556,51,Self-Employed,88522,Married,1,447,135209,7027,4,216573,Retirement,15,2565043,4,8,8,5,In-Person,Ad-hoc,2025-11-06,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3557,83,Retired,20948,Married,1,386,25813,2427,4,187973,Estate Planning,10,292856,3,6,8,7,Email,Monthly,2024-12-30,36,budgeting;savings strategies;insurance review;credit score,treasury bonds;money market;CDs,4
+C3558,60,Salaried,140374,Widowed,0,483,192002,5598,6,528604,Retirement,4,1736297,5,9,6,8,Chat,Monthly,2025-06-09,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C3559,56,Self-Employed,175162,Married,1,459,284374,15032,3,538035,Retirement,10,3918880,8,9,4,6,In-Person,Annual,2025-07-02,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3560,62,Retired,47797,Married,1,444,56674,4433,6,241860,Retirement,4,769252,3,8,9,3,Phone,Biannual,2024-10-08,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3561,22,Student,4190,Single,1,366,3334,500,2,881,Emergency Fund,1,1584,6,5,5,7,App,Monthly,2025-02-19,34,budgeting;savings strategies;insurance review;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C3562,28,Salaried,242763,Married,2,455,119828,18204,1,118260,Retirement,35,12563518,10,9,1,6,Email,Quarterly,2025-04-28,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3563,23,Student,8773,Single,0,345,19407,800,1,3857,Travel,1,13469,7,6,3,6,App,Annual,2025-07-07,33,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,3
+C3564,24,Student,10191,Married,0,346,10282,935,3,3097,Education,5,110277,6,5,6,7,Email,Biannual,2025-05-28,45,education savings;529 plans;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3565,50,Salaried,185278,Married,1,472,272070,10701,2,380688,Retirement,10,3899140,8,9,3,5,App,Monthly,2025-03-30,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3566,34,Self-Employed,235372,Single,0,440,350648,9085,3,260798,Home Purchase,5,1382783,8,7,3,6,App,Monthly,2024-07-11,40,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3567,62,Retired,83120,Married,0,443,32366,3637,4,337869,Retirement,4,1075490,3,10,8,7,Phone,Quarterly,2025-12-11,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3568,50,Self-Employed,151108,Single,0,494,56577,9230,6,323576,Retirement,18,3914068,5,9,6,4,Phone,Quarterly,2025-06-28,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3569,23,Self-Employed,160102,Single,0,431,179044,10209,2,48001,Education,7,130519,9,7,3,6,App,Quarterly,2024-09-02,31,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3570,62,Retired,85966,Married,1,456,24586,4511,6,311395,Retirement,7,1581061,2,7,9,5,Email,Quarterly,2024-07-20,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3571,67,Retired,80392,Divorced,0,434,90447,4306,3,506397,Retirement,1,898422,2,8,8,5,Email,Monthly,2024-11-05,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3572,59,Self-Employed,246189,Widowed,0,444,60786,13668,3,809540,Healthcare,7,253152,8,8,3,7,Chat,Annual,2025-08-06,50,tax optimization;estate planning;college funding;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3573,31,Self-Employed,244992,Married,1,425,552882,17868,2,147733,Retirement,33,11108005,9,7,2,6,Phone,Monthly,2024-08-05,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3574,28,Salaried,242086,Single,0,443,174013,12445,2,113750,Retirement,33,9877788,9,8,2,5,App,Annual,2025-04-30,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3575,23,Student,16725,Married,0,385,26094,1408,2,2827,Emergency Fund,1,12378,6,5,6,7,App,Monthly,2025-01-25,33,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C3576,76,Retired,45066,Single,0,416,60288,3873,4,363714,Retirement,1,500516,4,8,7,7,Email,Biannual,2024-10-03,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3577,29,Salaried,62797,Single,2,452,50170,4660,3,43590,Debt Reduction,3,34955,7,7,5,7,Email,Ad-hoc,2025-03-18,45,debt payoff strategies;budgeting;savings strategies;emergency fund;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3578,37,Unemployed,2532,Married,2,368,9457,500,4,4175,Retirement,25,73942,2,6,9,5,App,Quarterly,2024-10-18,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3579,44,Self-Employed,59564,Married,1,470,81062,4854,2,113691,Home Purchase,2,393341,7,8,3,6,App,Quarterly,2025-11-06,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3580,74,Retired,87118,Married,1,417,150150,6695,6,719686,Healthcare,20,186075,1,6,10,4,Phone,Biannual,2024-12-21,30,budgeting;savings strategies;emergency fund;charitable giving;insurance review,treasury bonds;money market;CDs,3
+C3581,38,Self-Employed,158590,Single,0,469,253907,9583,2,230548,Retirement,25,5089398,8,7,2,8,Email,Biannual,2024-10-04,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3582,36,Salaried,204087,Single,0,473,732840,11473,4,182513,Education,3,112744,7,8,5,8,Chat,Ad-hoc,2025-08-09,57,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3583,30,Unemployed,37,Married,0,359,94,500,3,1433,Home Purchase,2,203,4,4,7,5,Email,Annual,2024-11-07,28,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3584,29,Salaried,90958,Single,0,431,91331,4858,2,57535,Home Purchase,5,405723,8,7,3,7,Chat,Quarterly,2025-01-05,41,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3585,22,Self-Employed,181592,Single,0,427,172999,11635,1,55960,Debt Reduction,1,165490,10,6,1,8,Email,Biannual,2025-06-14,44,debt payoff strategies;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3586,70,Retired,20884,Divorced,0,376,21871,1564,2,150474,Healthcare,5,235762,5,4,5,4,Phone,Biannual,2025-03-19,21,budgeting;savings strategies;emergency fund;estate planning;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3587,71,Retired,65397,Single,0,393,105341,4054,3,468118,Travel,2,17051,5,9,5,4,In-Person,Annual,2024-11-28,26,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3588,64,Salaried,149990,Married,2,477,55595,9695,4,784342,Wealth Accumulation,20,71762,6,10,6,8,Phone,Annual,2024-12-02,56,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3589,59,Salaried,63094,Single,0,463,14358,4452,2,303777,Retirement,10,1373356,6,7,4,7,In-Person,Monthly,2024-12-24,50,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3590,54,Salaried,87469,Married,2,440,44006,7710,3,254061,Retirement,10,1562647,5,7,6,7,Phone,Quarterly,2024-10-16,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3591,25,Salaried,57357,Married,1,417,119185,5535,2,17291,Emergency Fund,1,47683,7,8,3,7,App,Monthly,2025-04-22,43,tax optimization;estate planning;charitable giving;retirement income;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3592,19,Student,6352,Married,1,355,6139,645,1,1955,Education,4,112259,7,4,4,6,App,Monthly,2025-07-02,27,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3593,57,Unemployed,4010,Married,2,352,2710,500,4,1602,Retirement,5,72102,2,6,8,7,In-Person,Quarterly,2025-04-10,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C3594,48,Self-Employed,78638,Single,1,467,159277,4250,2,267759,Retirement,15,2328863,9,8,3,7,Phone,Quarterly,2025-03-10,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3595,68,Retired,33333,Single,0,403,10586,1985,5,229446,Healthcare,10,189962,3,9,8,5,Phone,Biannual,2025-01-04,34,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C3596,66,Retired,73333,Married,0,410,91889,5774,5,397097,Estate Planning,5,1587882,2,7,8,5,App,Annual,2025-04-18,30,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,2
+C3597,24,Salaried,172198,Married,1,411,260112,11685,3,53302,Travel,2,5600,8,8,4,6,Chat,Monthly,2024-10-29,42,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3598,59,Salaried,174587,Married,1,470,109415,9089,2,847357,Wealth Accumulation,5,256464,7,9,4,5,Phone,Biannual,2025-10-27,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3599,25,Student,15114,Divorced,0,348,19946,1128,2,2753,Home Purchase,3,102813,6,8,5,6,Email,Biannual,2024-09-27,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3600,65,Unemployed,1094,Single,1,370,719,500,4,1639,Estate Planning,3,1889318,1,7,10,4,Email,Biannual,2025-07-22,23,budgeting;savings strategies;business succession;retirement income,treasury bonds;money market;CDs,3
+C3601,79,Retired,75165,Married,1,375,108971,4505,4,532755,Retirement,1,836379,4,6,7,3,Phone,Annual,2025-12-23,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3602,49,Salaried,111627,Married,0,460,474349,7104,5,298907,Wealth Accumulation,7,135679,5,8,6,7,In-Person,Quarterly,2025-04-11,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3603,46,Salaried,123334,Married,0,495,207624,9108,6,293764,Business Investment,7,144584,6,8,6,8,App,Monthly,2025-11-10,42,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3604,19,Student,11738,Single,2,327,14647,1179,2,1085,Travel,2,10786,7,5,5,5,Chat,Quarterly,2025-03-31,26,budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets,4
+C3605,69,Retired,75002,Single,0,450,54413,5076,3,475053,Healthcare,5,132358,3,8,7,6,Email,Quarterly,2025-12-06,35,tax optimization;estate planning;charitable giving;long-term care,treasury bonds;money market;CDs;tax-efficient funds,3
+C3606,43,Salaried,148923,Married,0,472,505313,9299,4,253276,Business Investment,3,113507,5,10,5,7,Email,Monthly,2025-04-19,54,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3607,48,Salaried,45211,Married,0,429,83268,3246,4,112769,Home Purchase,5,224703,5,7,7,8,Phone,Monthly,2025-08-07,39,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3608,28,Self-Employed,117888,Single,2,401,88650,8504,2,80627,Debt Reduction,2,197478,9,10,3,7,App,Quarterly,2024-09-10,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3609,50,Self-Employed,95216,Married,0,480,98626,4419,4,163283,Estate Planning,7,1921675,3,8,8,5,Email,Annual,2025-12-11,38,tax optimization;estate planning;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C3610,47,Self-Employed,239700,Married,1,456,358468,13619,3,609001,Education,3,111672,8,10,3,8,Email,Monthly,2024-12-14,53,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3611,37,Self-Employed,258639,Married,3,434,781005,24575,4,462061,Business Investment,10,362594,8,7,4,7,Email,Quarterly,2025-10-23,38,budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets,4
+C3612,52,Salaried,52266,Married,0,442,55262,4571,3,132963,Retirement,14,1484278,6,9,5,6,In-Person,Quarterly,2024-12-03,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3613,25,Student,13397,Married,0,343,21586,1538,1,664,Home Purchase,3,61963,8,5,3,7,Email,Quarterly,2025-03-01,45,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3614,62,Retired,92049,Married,2,417,110792,7595,2,323510,Retirement,2,1261240,6,6,4,5,Phone,Monthly,2025-12-19,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3615,48,Self-Employed,36374,Married,0,448,127427,2492,3,82766,Education,3,159564,6,10,6,6,Phone,Biannual,2025-04-12,44,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3616,62,Salaried,89974,Married,1,451,120082,7019,6,363228,Healthcare,5,255462,3,9,9,5,Phone,Biannual,2025-07-24,35,tax optimization;estate planning;medicare;tax-efficient investing;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C3617,24,Self-Employed,94327,Divorced,0,417,72029,5081,1,26797,Travel,1,12868,9,7,1,6,App,Ad-hoc,2025-11-07,34,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,2
+C3618,20,Student,13930,Single,1,362,16573,1274,1,1243,Emergency Fund,3,11326,8,3,2,7,App,Quarterly,2024-09-01,32,budgeting;savings strategies;retirement income;social security,growth stocks;sector ETFs;crypto assets,3
+C3619,22,Student,8208,Married,1,368,11397,959,2,1864,Travel,1,13814,7,5,5,5,In-Person,Biannual,2025-02-14,27,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C3620,42,Salaried,224285,Widowed,0,494,403102,13728,4,393654,Education,3,115328,8,9,4,6,Phone,Quarterly,2024-08-18,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3621,18,Student,12627,Single,0,359,12993,905,2,2795,Education,3,144222,7,4,4,5,App,Biannual,2025-12-07,27,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3622,56,Self-Employed,287801,Married,2,503,414672,22109,4,919866,Healthcare,5,211908,7,10,4,7,Phone,Ad-hoc,2024-11-05,57,tax optimization;estate planning;emergency fund;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3623,72,Retired,37309,Married,2,428,13998,3900,4,222092,Emergency Fund,2,23636,4,5,8,7,Email,Quarterly,2025-04-18,38,budgeting;savings strategies;credit score;charitable giving,index funds;blue-chip stocks;corporate bonds,4
+C3624,61,Salaried,112809,Married,1,452,44214,10503,8,493637,Healthcare,7,150136,3,7,8,4,Email,Biannual,2025-12-12,27,budgeting;savings strategies;estate planning,treasury bonds;money market;CDs,3
+C3625,25,Self-Employed,114241,Married,2,400,234871,9523,3,54038,Home Purchase,5,699960,8,7,3,7,App,Monthly,2025-07-05,46,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3626,41,Salaried,197913,Single,0,455,319072,9139,2,284189,Home Purchase,7,1044519,7,9,4,8,App,Monthly,2025-09-27,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3627,27,Salaried,203706,Divorced,1,448,192122,9680,3,82179,Retirement,43,10183007,9,8,3,8,In-Person,Monthly,2024-09-09,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3628,24,Self-Employed,187598,Divorced,1,429,215857,13387,3,69324,Travel,1,11848,9,5,3,7,Chat,Biannual,2024-09-21,43,budgeting;savings strategies;charitable giving;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C3629,25,Salaried,172128,Divorced,0,450,240924,10475,3,72645,Retirement,37,9412626,7,7,3,8,App,Biannual,2025-03-24,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C3630,23,Student,5885,Single,0,343,5138,500,2,3932,Travel,1,9951,6,5,4,6,Chat,Monthly,2025-11-09,37,budgeting;savings strategies;investment allocation;tax strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,4
+C3631,24,Student,20179,Divorced,1,356,43104,1862,2,1154,Travel,5,6822,7,6,3,6,Chat,Quarterly,2025-07-20,41,budgeting;savings strategies;investment allocation;college funding,growth stocks;sector ETFs;crypto assets,3
+C3632,73,Retired,22763,Single,0,390,30158,2095,5,175105,Healthcare,7,211990,1,4,10,5,Phone,Annual,2025-11-03,28,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C3633,50,Unemployed,1520,Divorced,0,381,1121,500,4,4205,Retirement,16,45662,1,8,10,6,Email,Ad-hoc,2025-09-08,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,4
+C3634,48,Unemployed,2768,Single,0,389,8902,500,3,3429,Education,1,150106,5,8,7,7,In-Person,Quarterly,2025-10-06,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3635,72,Retired,72574,Single,1,397,25286,4181,2,325949,Emergency Fund,1,44394,5,8,5,7,Email,Quarterly,2025-06-05,55,tax optimization;estate planning;retirement income;tax-efficient investing;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3636,31,Unemployed,1137,Married,1,314,2020,500,4,2788,Home Purchase,3,4392,3,5,8,5,In-Person,Biannual,2025-03-12,28,mortgage options;down payment;budgeting;savings strategies;medicare,treasury bonds;money market;CDs;high-yield savings,3
+C3637,78,Retired,18191,Single,0,385,23145,1578,3,109629,Estate Planning,10,352325,4,8,6,4,In-Person,Biannual,2025-06-16,32,tax optimization;estate planning;risk management;long-term care;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3638,63,Retired,46000,Divorced,1,435,13349,3641,6,255738,Wealth Accumulation,7,59950,3,7,8,7,Phone,Biannual,2024-11-21,38,investment strategies;budgeting;savings strategies;estate planning,treasury bonds;money market;CDs,3
+C3639,29,Salaried,213008,Married,0,460,210581,12854,1,142853,Home Purchase,2,1094706,10,8,1,5,Email,Quarterly,2024-11-23,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3640,52,Salaried,174013,Single,0,481,191464,12084,4,436974,Retirement,16,3807299,6,8,5,6,Phone,Monthly,2024-11-11,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3641,63,Retired,101721,Married,0,429,111930,6515,6,556820,Healthcare,7,163243,2,7,8,5,Email,Quarterly,2024-09-18,35,budgeting;savings strategies;business succession;retirement income;risk management,treasury bonds;money market;CDs,3
+C3642,37,Salaried,143766,Married,2,477,336396,12788,3,201629,Business Investment,10,367355,6,7,5,7,Email,Quarterly,2025-01-05,47,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C3643,84,Retired,31937,Single,0,382,11726,2145,4,221221,Estate Planning,10,485848,3,6,7,6,Email,Annual,2025-09-07,37,budgeting;savings strategies;retirement income;charitable giving,treasury bonds;money market;CDs,4
+C3644,40,Self-Employed,118027,Divorced,0,473,159599,4498,4,203566,Retirement,27,3925544,6,7,6,5,Phone,Biannual,2024-10-03,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3645,27,Unemployed,1560,Married,1,326,1563,500,2,1868,Emergency Fund,3,1176,6,7,5,7,Email,Quarterly,2024-08-08,43,budgeting;savings strategies;medicare;long-term care,index funds;blue-chip stocks;corporate bonds,4
+C3646,48,Salaried,66756,Married,1,488,116346,7140,3,116035,Business Investment,7,19803,6,8,5,4,In-Person,Monthly,2024-10-22,36,tax optimization;estate planning;insurance review;tax strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3647,38,Salaried,172348,Married,2,442,366366,11125,3,201603,Education,7,121678,8,8,3,8,Email,Quarterly,2025-08-10,59,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3648,61,Salaried,61584,Married,2,430,35702,7633,5,207315,Retirement,2,591670,3,6,8,3,Chat,Annual,2025-02-18,22,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3649,29,Unemployed,4980,Married,1,357,9316,552,2,3046,Retirement,35,195385,6,8,6,6,App,Quarterly,2025-07-09,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3650,75,Retired,98822,Married,1,418,95578,8240,5,892867,Estate Planning,7,1073208,2,6,8,5,Email,Biannual,2024-07-26,28,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,3
+C3651,34,Salaried,78640,Divorced,0,466,173914,4571,3,58280,Debt Reduction,1,94071,5,7,6,4,App,Ad-hoc,2024-10-23,23,debt payoff strategies;budgeting;savings strategies;medicare;emergency fund,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C3652,34,Self-Employed,72675,Married,2,455,166703,6073,3,78726,Retirement,26,2780205,6,7,5,5,In-Person,Annual,2025-04-13,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3653,53,Salaried,213333,Married,2,474,212737,12269,3,706888,Retirement,8,4413945,6,7,4,6,Email,Monthly,2025-02-02,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C3654,41,Salaried,48888,Married,3,470,148718,5837,3,58314,Home Purchase,5,300100,7,9,5,6,Phone,Quarterly,2024-12-04,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3655,33,Salaried,94495,Married,1,456,353121,6649,2,71449,Retirement,29,4412774,7,5,4,5,Phone,Quarterly,2025-10-10,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C3656,55,Self-Employed,92100,Single,0,482,50905,5099,2,294423,Retirement,7,1734909,6,6,5,6,Email,Quarterly,2024-09-21,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3657,64,Self-Employed,101872,Married,2,443,42632,7203,5,488054,Retirement,1,1053795,4,7,6,6,App,Biannual,2024-11-28,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C3658,36,Salaried,225877,Single,0,481,596551,13988,2,215647,Business Investment,10,296767,7,10,3,5,Phone,Annual,2024-12-20,34,tax optimization;estate planning;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3659,24,Student,12473,Single,0,339,15580,1049,2,4363,Home Purchase,2,68887,7,6,4,6,App,Biannual,2025-07-07,30,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3660,44,Self-Employed,219226,Married,2,473,404236,12635,1,473963,Home Purchase,5,840109,8,9,2,6,Phone,Annual,2025-04-09,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3661,65,Salaried,84202,Married,1,425,27239,5445,2,398844,Retirement,1,1082983,7,9,4,5,Phone,Monthly,2025-01-23,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3662,53,Salaried,213415,Single,0,494,237021,7921,3,678253,Retirement,12,5016308,7,10,4,6,App,Ad-hoc,2025-12-13,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3663,25,Salaried,180556,Single,1,440,266261,8835,1,54962,Emergency Fund,3,55609,9,8,1,7,App,Biannual,2025-03-19,48,tax optimization;estate planning;tax strategies;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3664,84,Retired,37428,Single,0,404,53708,2148,6,386515,Healthcare,10,54580,3,6,8,6,App,Quarterly,2025-10-24,32,budgeting;savings strategies;retirement income;insurance review;credit score,treasury bonds;money market;CDs,3
+C3665,24,Student,7370,Married,0,375,4980,731,2,2026,Education,1,131669,7,3,5,8,In-Person,Ad-hoc,2025-09-15,34,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3666,35,Unemployed,2096,Married,1,323,3319,500,2,1582,Business Investment,7,97890,4,7,6,5,Email,Biannual,2025-03-15,39,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C3667,23,Salaried,76645,Married,1,443,140992,4055,3,22403,Education,3,138741,7,5,5,5,App,Biannual,2025-03-05,28,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3668,33,Self-Employed,140972,Married,1,451,486773,7012,3,115817,Retirement,30,5276920,9,7,3,5,Email,Quarterly,2024-11-03,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3669,76,Retired,22336,Married,1,372,21705,2564,5,129208,Healthcare,7,209278,1,6,9,5,Phone,Biannual,2025-12-22,31,budgeting;savings strategies;charitable giving;insurance review;social security,treasury bonds;money market;CDs,3
+C3670,53,Unemployed,4674,Single,0,400,3751,500,3,2496,Travel,2,21104,1,8,9,4,Email,Annual,2025-07-15,32,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,2
+C3671,38,Salaried,109954,Married,1,428,169797,9194,6,165813,Home Purchase,5,513938,5,9,7,5,Email,Quarterly,2025-02-11,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C3672,20,Student,15632,Married,0,348,18417,1773,3,4584,Emergency Fund,1,14722,6,5,5,7,Email,Monthly,2024-09-12,45,budgeting;savings strategies;business succession;college funding;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C3673,45,Unemployed,2313,Widowed,1,394,10142,500,3,1403,Business Investment,7,497865,4,7,7,5,Email,Biannual,2024-08-09,34,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C3674,30,Unemployed,69,Married,1,354,200,500,2,2012,Home Purchase,10,367,5,7,6,6,App,Annual,2025-10-29,46,mortgage options;down payment;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3675,61,Unemployed,627,Married,1,328,486,500,3,718,Retirement,3,7717,1,6,9,6,Email,Quarterly,2025-05-19,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3676,68,Retired,30546,Married,2,398,32298,3097,5,121402,Estate Planning,7,1508679,1,9,10,3,In-Person,Biannual,2025-10-30,25,tax optimization;estate planning;long-term care;college funding;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C3677,39,Salaried,191128,Married,1,487,413786,16041,4,338549,Education,4,116260,6,7,6,8,App,Annual,2025-06-19,49,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3678,59,Salaried,219675,Single,2,452,228318,16073,3,720944,Retirement,3,2782052,8,9,3,4,Phone,Annual,2025-06-15,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3679,51,Self-Employed,88766,Married,0,489,34239,4726,4,246975,Wealth Accumulation,7,101802,6,8,6,6,Phone,Biannual,2025-06-13,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3680,37,Unemployed,4497,Married,2,346,9309,527,2,2192,Wealth Accumulation,7,5913,4,7,6,6,Phone,Quarterly,2025-05-24,37,investment strategies;budgeting;savings strategies;business succession;college funding,index funds;blue-chip stocks;corporate bonds,3
+C3681,21,Unemployed,3034,Married,0,344,6977,500,3,1020,Travel,3,7796,5,5,6,7,App,Monthly,2024-11-21,35,budgeting;savings strategies;emergency fund;investment allocation;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3682,30,Self-Employed,305574,Married,0,471,1108209,17619,3,189741,Home Purchase,2,1821308,7,10,4,8,Phone,Biannual,2025-07-30,58,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3683,41,Salaried,175488,Divorced,1,468,547815,11370,6,339424,Business Investment,20,396491,6,10,6,5,Phone,Monthly,2025-08-20,32,tax optimization;estate planning;insurance review;college funding;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3684,30,Salaried,107857,Married,2,464,252693,10371,4,59125,Debt Reduction,3,183339,5,9,6,7,App,Quarterly,2025-08-30,48,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C3685,60,Unemployed,1948,Divorced,1,369,2287,500,4,3337,Retirement,1,24869,1,5,10,7,In-Person,Quarterly,2025-02-13,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3686,59,Salaried,84224,Divorced,0,482,40573,5192,3,293706,Healthcare,7,115716,6,10,5,5,Phone,Monthly,2025-03-29,42,tax optimization;estate planning;charitable giving;insurance review;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3687,52,Salaried,86164,Divorced,0,499,78842,3221,3,166099,Healthcare,10,108609,6,7,5,6,App,Quarterly,2025-10-20,36,budgeting;savings strategies;investment allocation;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C3688,29,Self-Employed,81136,Married,2,430,48940,7305,2,48055,Home Purchase,5,529793,9,7,3,6,Chat,Monthly,2025-04-19,38,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3689,41,Salaried,88177,Married,3,454,147706,6903,2,175546,Retirement,24,3518225,7,9,3,6,Email,Biannual,2025-05-15,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3690,34,Salaried,195021,Married,0,460,687298,13906,3,211003,Home Purchase,5,1230756,7,6,4,8,Chat,Quarterly,2025-01-01,48,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3691,22,Student,11673,Married,0,351,15088,1232,2,4586,Education,4,114898,5,6,5,5,App,Monthly,2024-10-20,35,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3692,21,Student,6327,Single,0,324,9316,562,2,984,Travel,3,19275,7,4,4,6,App,Quarterly,2025-12-22,37,budgeting;savings strategies;retirement income;long-term care,growth stocks;sector ETFs;crypto assets,3
+C3693,55,Salaried,176174,Single,1,510,111655,8377,3,535907,Retirement,5,2878708,6,10,5,4,Phone,Biannual,2024-08-19,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3694,49,Salaried,141352,Married,0,486,179212,11257,3,307202,Retirement,15,3800188,7,8,4,5,App,Quarterly,2024-12-05,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3695,37,Self-Employed,120858,Married,1,471,155573,7227,3,145105,Retirement,31,5221888,6,7,4,5,App,Quarterly,2025-04-03,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3696,20,Student,9831,Married,0,329,14669,1015,1,4765,Travel,1,15161,7,3,4,5,Phone,Quarterly,2024-12-12,28,budgeting;savings strategies;business succession;medicare;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C3697,29,Self-Employed,179201,Divorced,1,419,231525,11067,2,129468,Emergency Fund,1,89307,10,7,2,7,Email,Quarterly,2024-12-24,42,budgeting;savings strategies;long-term care;insurance review,growth stocks;sector ETFs;crypto assets,4
+C3698,35,Unemployed,4297,Widowed,0,345,11309,500,3,2804,Wealth Accumulation,7,5294,4,6,7,7,Email,Quarterly,2024-09-12,40,investment strategies;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C3699,56,Self-Employed,196535,Married,2,492,116698,15804,5,932799,Retirement,13,4502331,4,10,6,3,Phone,Biannual,2025-02-12,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3700,62,Retired,27059,Single,0,432,6955,1904,5,107034,Wealth Accumulation,10,21214,1,8,10,7,Phone,Ad-hoc,2025-01-10,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C3701,68,Retired,31422,Single,0,393,23413,2094,4,172513,Travel,2,12218,5,7,6,4,Phone,Biannual,2025-03-20,32,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,2
+C3702,85,Retired,37837,Married,0,370,28835,3221,4,262620,Healthcare,5,157054,3,6,9,6,Email,Quarterly,2024-09-19,31,budgeting;savings strategies;business succession;credit score;risk management,treasury bonds;money market;CDs,3
+C3703,19,Student,15639,Divorced,0,328,34896,1194,2,2719,Travel,3,5540,7,5,4,7,Phone,Biannual,2025-11-13,39,budgeting;savings strategies;college funding;medicare;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C3704,75,Retired,77614,Married,0,403,39463,3604,3,656977,Healthcare,20,146150,5,6,6,5,Email,Biannual,2024-08-29,36,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,4
+C3705,33,Salaried,79900,Divorced,1,445,108148,4379,3,60202,Home Purchase,5,412902,6,7,5,4,Email,Annual,2024-07-04,31,mortgage options;down payment;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C3706,54,Salaried,170944,Divorced,1,513,66285,12084,3,596063,Retirement,12,3731036,7,8,4,8,In-Person,Monthly,2024-10-01,60,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C3707,65,Retired,90439,Married,0,459,20997,5487,5,468978,Healthcare,10,188464,4,8,8,4,In-Person,Quarterly,2024-11-06,31,tax optimization;estate planning;investment allocation;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3708,63,Salaried,126168,Married,1,476,127876,11690,6,637798,Retirement,5,1867468,4,9,6,7,Email,Quarterly,2025-05-15,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3709,58,Salaried,224152,Married,1,508,115935,12980,3,676307,Retirement,4,2905964,7,10,4,8,Email,Biannual,2024-10-31,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C3710,54,Salaried,241325,Divorced,1,463,70237,10508,8,558682,Wealth Accumulation,7,235463,3,8,8,6,App,Monthly,2025-10-06,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C3711,40,Salaried,156730,Married,2,490,359460,10486,4,301274,Business Investment,10,355397,7,10,4,7,Phone,Biannual,2025-02-17,57,tax optimization;estate planning;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3712,50,Self-Employed,177024,Married,1,465,119216,14503,4,429775,Healthcare,5,144877,5,10,5,5,App,Quarterly,2024-08-05,42,tax optimization;estate planning;social security;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3713,76,Retired,77447,Divorced,0,397,138144,4178,5,672020,Estate Planning,3,1126466,2,7,8,4,In-Person,Annual,2025-01-01,30,budgeting;savings strategies;insurance review;investment allocation,treasury bonds;money market;CDs,2
+C3714,41,Salaried,70594,Married,2,467,85892,6210,5,84423,Business Investment,7,461454,4,10,8,6,Email,Monthly,2025-02-22,38,tax optimization;estate planning;tax-efficient investing;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3715,37,Salaried,215937,Married,1,495,597668,17537,3,286428,Retirement,28,7339427,8,9,3,7,Email,Quarterly,2024-07-19,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3716,49,Self-Employed,151801,Single,0,483,285282,9608,3,395018,Wealth Accumulation,10,201729,9,8,3,7,App,Monthly,2025-06-10,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3717,66,Retired,115620,Married,1,435,98489,5774,6,670671,Estate Planning,10,556532,3,10,7,7,Phone,Monthly,2025-11-11,43,tax optimization;estate planning;risk management;business succession;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C3718,51,Self-Employed,94172,Married,2,447,115689,8162,3,307021,Healthcare,10,137183,5,7,7,5,Phone,Biannual,2025-02-13,35,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C3719,73,Retired,47353,Married,0,401,62495,3989,5,399735,Healthcare,7,126337,2,7,9,7,Phone,Biannual,2025-08-07,50,budgeting;savings strategies;estate planning,treasury bonds;money market;CDs,3
+C3720,59,Salaried,189992,Married,1,467,210763,13865,7,806370,Wealth Accumulation,5,179078,4,7,7,8,In-Person,Monthly,2024-09-09,47,investment strategies;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C3721,76,Retired,89104,Married,0,425,61949,3889,5,770752,Estate Planning,7,1094661,2,8,10,3,Phone,Annual,2025-08-21,24,tax optimization;estate planning;emergency fund;long-term care;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,2
+C3722,61,Self-Employed,241984,Single,0,465,300331,15942,4,1537732,Travel,3,16640,6,9,5,4,Phone,Annual,2024-12-25,30,tax optimization;estate planning;long-term care;tax strategies;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3723,35,Self-Employed,240609,Single,0,474,376640,12657,3,287872,Business Investment,15,212315,8,8,4,6,Email,Ad-hoc,2025-09-05,47,tax optimization;estate planning;emergency fund;tax strategies;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3724,42,Self-Employed,162271,Divorced,1,484,401915,8153,2,374160,Retirement,19,4550016,9,10,3,4,Email,Biannual,2024-10-30,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3725,36,Salaried,57237,Widowed,1,465,150843,3884,4,49410,Retirement,30,1971885,5,5,6,4,In-Person,Annual,2025-08-15,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3726,48,Salaried,254373,Married,1,524,769623,15703,2,539957,Retirement,18,6130006,8,9,3,5,App,Biannual,2025-12-25,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3727,41,Salaried,104645,Married,2,461,236478,7328,2,196738,Business Investment,7,260688,8,7,2,8,Email,Quarterly,2024-07-06,48,budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C3728,83,Retired,61622,Married,0,367,73366,5178,5,560806,Healthcare,10,102307,2,10,10,5,Email,Monthly,2025-02-03,38,tax optimization;estate planning;college funding;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C3729,44,Self-Employed,65038,Married,3,435,160024,8268,2,147352,Business Investment,7,370097,7,8,4,5,Email,Quarterly,2024-10-27,35,tax optimization;estate planning;risk management;long-term care;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3730,19,Student,16148,Single,0,331,38174,1228,2,903,Education,4,150104,7,6,5,7,App,Monthly,2025-03-03,49,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3731,78,Retired,87011,Married,1,397,152600,5530,6,496664,Retirement,1,812059,2,8,9,3,Phone,Quarterly,2025-02-28,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3732,23,Unemployed,4905,Single,0,354,5939,500,3,1624,Education,3,170634,5,6,6,6,App,Monthly,2025-08-11,44,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3733,43,Self-Employed,237810,Married,3,487,708792,23250,2,425756,Retirement,18,7189771,9,9,2,6,In-Person,Monthly,2024-09-11,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3734,20,Unemployed,4844,Married,0,339,9524,500,2,698,Education,1,110549,7,5,4,6,App,Biannual,2025-09-11,30,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3735,41,Unemployed,4537,Married,1,360,15274,500,3,4501,Retirement,28,176574,4,7,7,4,Phone,Annual,2024-11-21,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3736,32,Salaried,237692,Married,0,449,567134,16186,5,215434,Retirement,30,8935512,5,9,6,7,App,Biannual,2025-09-09,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3737,56,Unemployed,1683,Married,1,373,1062,500,2,674,Healthcare,10,282617,5,7,5,4,Email,Quarterly,2025-07-17,23,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C3738,74,Retired,62349,Single,0,387,35776,5296,4,355930,Estate Planning,7,1884635,3,8,9,3,Email,Quarterly,2025-11-20,24,tax optimization;estate planning;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C3739,33,Unemployed,771,Widowed,0,328,2743,500,3,2202,Retirement,32,37534,4,6,7,7,In-Person,Quarterly,2024-09-10,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3740,22,Salaried,51548,Divorced,0,396,103876,3115,3,9413,Emergency Fund,1,49659,6,6,5,6,App,Monthly,2025-10-19,40,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C3741,23,Student,12820,Divorced,1,332,30634,1145,1,1208,Education,2,142263,7,5,3,6,App,Monthly,2025-02-28,36,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3742,43,Self-Employed,38182,Single,2,429,139749,3221,3,106430,Home Purchase,7,241841,5,8,5,5,App,Monthly,2025-03-24,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3743,79,Retired,24536,Single,1,379,14914,1990,3,246457,Retirement,1,244123,4,9,7,3,Phone,Annual,2025-01-04,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3744,43,Salaried,143253,Divorced,0,503,309810,8388,2,233542,Retirement,20,4680869,7,9,4,5,In-Person,Monthly,2025-08-30,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3745,58,Salaried,211878,Single,0,505,203616,10420,8,897672,Retirement,7,3983386,4,8,8,5,Email,Quarterly,2024-12-25,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3746,32,Salaried,47253,Married,1,402,150238,4879,3,41240,Home Purchase,5,217993,6,7,5,7,App,Quarterly,2024-11-13,44,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3747,75,Retired,65476,Widowed,0,396,25502,5457,3,542838,Emergency Fund,1,49719,2,8,8,5,In-Person,Quarterly,2024-12-31,33,tax optimization;estate planning;risk management;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C3748,25,Unemployed,2418,Single,0,309,3292,500,2,3546,Emergency Fund,3,1247,5,6,6,7,Email,Monthly,2024-10-26,34,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C3749,64,Retired,117073,Divorced,0,416,112779,4786,6,496645,Retirement,1,1394925,5,10,6,5,In-Person,Quarterly,2025-07-27,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3750,58,Salaried,86617,Married,0,473,56505,4976,4,335720,Retirement,9,1809674,3,8,7,6,Phone,Biannual,2025-09-02,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3751,53,Salaried,144493,Married,1,468,50081,8425,4,466649,Retirement,17,4183546,6,9,5,7,Email,Quarterly,2024-10-12,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3752,55,Salaried,143738,Widowed,0,476,150313,8976,5,408162,Retirement,11,3270907,5,7,5,7,Chat,Monthly,2025-10-16,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3753,38,Self-Employed,208139,Single,0,485,680461,13956,3,350329,Retirement,31,7855807,7,8,5,7,Chat,Annual,2025-02-09,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C3754,55,Unemployed,3641,Married,0,376,4337,500,3,1576,Retirement,11,73549,4,6,7,4,Chat,Monthly,2025-09-19,22,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3755,46,Salaried,55348,Single,0,453,180586,4008,1,120911,Education,5,166207,8,8,2,6,Email,Monthly,2024-07-17,43,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C3756,43,Salaried,213919,Divorced,0,495,622143,8928,6,485151,Education,4,117588,6,8,6,5,Email,Quarterly,2024-10-25,32,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C3757,73,Retired,19410,Married,0,407,12124,2018,2,163050,Healthcare,20,102149,4,6,6,4,Email,Biannual,2024-07-24,31,budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds,2
+C3758,25,Self-Employed,182569,Married,0,419,164978,13682,1,89397,Debt Reduction,2,323550,9,10,1,7,Email,Monthly,2025-12-03,47,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3759,21,Unemployed,3899,Divorced,2,328,3344,500,2,4824,Emergency Fund,1,2890,4,6,7,5,App,Monthly,2024-08-03,29,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C3760,37,Salaried,51683,Married,3,420,177427,6146,3,77678,Retirement,25,2003840,5,9,6,4,Phone,Biannual,2025-10-16,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3761,59,Unemployed,2936,Married,1,381,1668,500,5,2261,Retirement,1,33707,2,7,10,5,Email,Quarterly,2025-03-24,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3762,21,Student,11355,Married,0,377,21451,1154,2,4833,Travel,3,5831,8,4,4,6,Email,Annual,2025-01-07,28,budgeting;savings strategies;tax-efficient investing;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C3763,44,Salaried,101177,Married,1,443,246352,7822,5,238548,Retirement,19,3274052,6,8,6,6,Email,Monthly,2025-10-27,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3764,46,Salaried,163586,Married,1,500,370127,9750,6,434725,Retirement,24,5288467,5,10,7,8,Email,Ad-hoc,2024-09-29,65,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3765,53,Salaried,224812,Married,1,463,80828,11097,6,630251,Healthcare,15,179897,5,10,7,6,Email,Monthly,2024-11-06,40,tax optimization;estate planning;emergency fund;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3766,31,Self-Employed,171614,Married,0,441,261251,8641,2,117221,Home Purchase,3,766623,8,6,3,7,Email,Quarterly,2025-06-22,44,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3767,50,Salaried,73394,Married,2,450,105268,6098,4,119458,Retirement,10,1267717,3,9,7,5,Email,Annual,2025-08-16,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3768,25,Student,5163,Divorced,0,382,8047,500,2,3354,Home Purchase,3,22478,7,6,5,6,App,Annual,2025-05-05,43,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3769,23,Self-Employed,93868,Married,0,384,145751,5989,2,19969,Travel,3,11908,8,6,3,8,Phone,Biannual,2025-01-09,43,budgeting;savings strategies;emergency fund;charitable giving,growth stocks;sector ETFs;crypto assets,4
+C3770,19,Student,14174,Single,0,339,20445,1290,2,1535,Education,3,119951,6,5,5,6,In-Person,Monthly,2025-07-06,35,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3771,29,Salaried,119021,Single,2,431,126897,10070,3,51232,Wealth Accumulation,7,133982,8,8,3,7,App,Quarterly,2024-12-16,50,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3772,41,Salaried,140725,Married,3,451,444538,14164,2,273240,Retirement,25,5628556,8,10,2,6,In-Person,Monthly,2025-11-22,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3773,82,Retired,43393,Single,0,386,25750,2969,4,426254,Estate Planning,7,654599,4,8,7,4,Email,Biannual,2025-11-08,37,tax optimization;estate planning;investment allocation;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3774,33,Salaried,76643,Single,0,467,175731,2918,3,52856,Retirement,36,3055238,6,7,5,6,Email,Quarterly,2025-03-30,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3775,68,Retired,70354,Widowed,1,408,55572,2974,4,469889,Estate Planning,10,769841,4,9,8,6,In-Person,Monthly,2025-04-09,51,tax optimization;estate planning;business succession;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3776,65,Retired,74148,Single,0,445,38921,2726,5,467369,Retirement,1,726301,2,9,9,4,Phone,Annual,2025-09-30,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3777,52,Salaried,59485,Widowed,1,451,15220,4800,4,176239,Retirement,9,1011284,5,10,7,4,Phone,Annual,2025-07-16,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3778,25,Student,19677,Divorced,0,386,22432,1639,2,238,Wealth Accumulation,10,12344,8,8,4,5,Phone,Biannual,2024-08-25,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3779,47,Unemployed,4270,Married,1,392,11277,548,5,1497,Business Investment,15,289883,3,6,9,7,App,Biannual,2025-03-19,44,budgeting;savings strategies;insurance review;retirement income,treasury bonds;money market;CDs,3
+C3780,54,Unemployed,281,Married,2,357,172,500,4,4103,Retirement,16,7927,4,5,7,6,Email,Annual,2025-01-31,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3781,79,Retired,41913,Single,0,412,31992,3395,5,398302,Travel,1,6187,2,5,8,5,Email,Quarterly,2025-03-01,33,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C3782,47,Salaried,160349,Single,0,464,471044,6745,3,334681,Home Purchase,2,999845,7,8,5,8,Email,Monthly,2024-10-15,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3783,27,Salaried,148205,Married,0,422,294940,12079,3,77343,Debt Reduction,2,118702,7,8,3,5,Chat,Quarterly,2024-10-25,40,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C3784,40,Self-Employed,253581,Married,2,441,362496,24024,2,492162,Retirement,22,7614850,8,7,3,6,Email,Annual,2024-07-23,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C3785,28,Self-Employed,262285,Married,1,457,287114,18305,1,134433,Home Purchase,5,1600051,10,10,1,7,In-Person,Biannual,2025-12-07,58,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3786,26,Salaried,42004,Married,2,420,50781,3769,2,18219,Retirement,39,2387149,7,7,4,7,Phone,Quarterly,2025-01-29,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3787,64,Salaried,51148,Married,0,413,30402,4275,4,235636,Estate Planning,5,328459,6,6,6,6,Email,Quarterly,2024-12-03,30,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,4
+C3788,82,Retired,48138,Married,0,402,50032,3747,5,301142,Estate Planning,7,1444902,2,9,10,6,In-Person,Monthly,2025-12-01,40,tax optimization;estate planning;college funding;social security,treasury bonds;money market;CDs;tax-efficient funds,2
+C3789,22,Student,6805,Divorced,1,354,8525,661,2,839,Travel,2,10540,6,4,4,7,App,Annual,2025-11-29,44,budgeting;savings strategies;risk management;tax strategies;college funding,index funds;blue-chip stocks;corporate bonds,4
+C3790,38,Salaried,80241,Single,0,426,136935,3806,2,115677,Wealth Accumulation,7,123356,7,8,4,4,Email,Quarterly,2025-07-19,25,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3791,56,Salaried,182295,Married,1,487,47278,14573,2,664989,Wealth Accumulation,10,140340,7,8,3,5,Phone,Monthly,2024-12-05,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3792,37,Unemployed,3639,Divorced,2,337,11947,500,3,4322,Wealth Accumulation,5,5510,3,7,7,5,Email,Monthly,2024-10-21,29,investment strategies;budgeting;savings strategies;risk management;college funding,treasury bonds;money market;CDs,3
+C3793,72,Retired,103914,Single,0,408,86057,4158,6,605333,Emergency Fund,1,31212,5,7,6,4,Email,Biannual,2025-04-24,25,budgeting;savings strategies;risk management;credit score,index funds;blue-chip stocks;corporate bonds,2
+C3794,29,Unemployed,2468,Married,1,322,4629,500,2,4231,Home Purchase,3,9891,4,8,6,6,App,Quarterly,2024-10-03,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3795,42,Self-Employed,265525,Married,3,474,715806,28972,3,661485,Retirement,19,8794433,8,8,4,7,Email,Annual,2025-07-27,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3796,73,Retired,86803,Single,0,425,42434,4475,2,413852,Healthcare,3,151612,6,7,4,7,Email,Biannual,2025-12-24,49,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,2
+C3797,46,Salaried,245797,Married,2,480,671309,13989,6,646885,Retirement,16,5345499,6,8,6,6,Email,Monthly,2025-09-09,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3798,28,Salaried,233212,Divorced,0,432,393981,15307,3,123616,Home Purchase,3,1344315,7,9,3,6,Chat,Biannual,2025-01-01,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3799,56,Salaried,183679,Single,0,473,163284,9498,8,741854,Retirement,7,3082971,3,10,9,6,Email,Biannual,2025-04-09,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C3800,60,Retired,35878,Married,2,441,56232,3292,6,184775,Travel,2,16298,2,6,9,7,Email,Annual,2025-11-06,34,budgeting;savings strategies;risk management;social security;estate planning,treasury bonds;money market;CDs,3
+C3801,24,Salaried,200531,Married,0,452,177144,16699,1,51120,Education,3,130947,8,6,2,8,Chat,Monthly,2025-11-25,51,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3802,44,Salaried,162382,Single,2,472,256051,11238,3,294233,Wealth Accumulation,7,79184,7,8,3,7,In-Person,Quarterly,2024-10-29,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3803,29,Salaried,184286,Divorced,1,426,131777,11782,2,99459,Debt Reduction,1,290584,7,7,3,6,Email,Biannual,2024-10-25,34,debt payoff strategies;budgeting;savings strategies;emergency fund;credit score,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3804,83,Retired,48542,Married,2,374,40154,4686,5,542047,Estate Planning,7,1625814,1,9,10,3,Phone,Quarterly,2024-10-08,33,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,3
+C3805,71,Retired,94854,Married,2,428,35399,7667,4,578511,Retirement,1,1120818,2,7,8,5,In-Person,Quarterly,2025-06-28,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3806,62,Retired,87553,Widowed,0,438,49892,2790,4,473671,Healthcare,7,71201,4,7,7,5,App,Quarterly,2025-01-18,34,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C3807,67,Retired,60361,Married,0,401,89103,5247,4,262800,Estate Planning,3,1660930,4,7,7,4,Email,Biannual,2025-10-08,32,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,2
+C3808,23,Student,13534,Divorced,1,347,26867,1374,3,266,Travel,2,27764,7,5,5,5,App,Quarterly,2025-04-07,25,budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C3809,60,Salaried,134342,Single,1,458,91652,8624,4,659825,Wealth Accumulation,5,115040,6,7,5,7,Phone,Quarterly,2024-08-22,40,investment strategies;budgeting;savings strategies;tax-efficient investing;tax strategies,index funds;blue-chip stocks;corporate bonds,4
+C3810,57,Self-Employed,138565,Married,2,448,198744,12163,3,672320,Retirement,3,1943737,7,10,3,8,App,Monthly,2025-02-07,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3811,24,Student,14300,Single,0,361,23085,1137,3,3136,Education,4,120654,5,4,6,8,App,Biannual,2024-07-12,50,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3812,28,Salaried,124203,Single,0,438,150125,8137,3,76260,Debt Reduction,2,73859,8,7,3,7,Email,Quarterly,2025-04-29,35,debt payoff strategies;budgeting;savings strategies;medicare;emergency fund,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3813,51,Salaried,191387,Married,1,515,287769,15108,5,469610,Wealth Accumulation,10,192284,5,10,7,4,Chat,Biannual,2024-11-06,31,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3814,52,Self-Employed,146786,Married,0,478,124669,6721,5,435404,Estate Planning,5,1544277,6,10,5,6,App,Biannual,2024-09-12,46,tax optimization;estate planning;retirement income;charitable giving;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3815,54,Salaried,188142,Married,0,508,249068,13900,3,408694,Wealth Accumulation,7,286676,7,10,4,5,In-Person,Quarterly,2025-04-05,32,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3816,85,Retired,42297,Married,2,378,49856,4886,3,268526,Healthcare,10,74014,3,6,8,8,Phone,Quarterly,2025-11-26,43,budgeting;savings strategies;tax strategies;insurance review,treasury bonds;money market;CDs,4
+C3817,23,Student,17899,Single,0,338,32005,1563,2,2574,Education,7,137999,5,6,7,6,App,Monthly,2024-10-13,43,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3818,47,Unemployed,3378,Single,0,349,12004,500,4,343,Wealth Accumulation,10,1986,3,6,9,4,Email,Biannual,2025-03-19,28,investment strategies;budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C3819,79,Retired,49381,Married,2,418,68823,5096,5,353838,Retirement,1,602295,3,8,8,7,Phone,Quarterly,2025-03-15,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3820,21,Student,3414,Divorced,2,370,4042,500,2,4426,Education,3,106503,7,4,4,7,Email,Monthly,2025-08-27,33,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3821,47,Salaried,180821,Married,2,482,355053,15042,3,328392,Wealth Accumulation,5,299454,6,10,4,7,App,Annual,2025-10-29,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3822,47,Salaried,105620,Married,1,477,255079,6291,3,284587,Wealth Accumulation,10,73405,8,9,3,7,Phone,Monthly,2025-01-31,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3823,65,Salaried,53582,Single,1,424,30362,4530,2,268928,Estate Planning,20,1188751,5,7,5,7,Email,Biannual,2025-11-19,37,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,4
+C3824,41,Salaried,238114,Married,1,460,1009339,18705,1,447094,Retirement,19,6063654,8,10,2,7,App,Quarterly,2024-12-24,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3825,22,Student,8205,Married,1,359,17472,1035,2,408,Education,1,136760,6,6,5,6,In-Person,Quarterly,2024-09-04,39,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3826,19,Student,14608,Married,1,364,11698,1361,1,1741,Education,2,156346,7,3,3,6,App,Annual,2024-12-24,30,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3827,25,Salaried,170391,Married,1,463,316562,9808,1,52976,Home Purchase,1,1064408,9,8,1,7,Email,Annual,2025-09-22,49,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3828,58,Salaried,151044,Single,0,472,101397,5227,6,676865,Retirement,8,2655244,4,9,7,3,Chat,Monthly,2025-06-28,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3829,45,Salaried,220404,Married,1,503,785565,15472,4,482623,Retirement,18,7040549,6,9,5,6,Email,Quarterly,2025-09-10,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3830,39,Self-Employed,134727,Married,2,449,294324,14140,3,277439,Wealth Accumulation,7,221415,7,7,4,5,App,Quarterly,2025-03-18,30,investment strategies;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,2
+C3831,32,Salaried,48361,Married,1,458,179413,4345,3,36520,Wealth Accumulation,7,43865,4,6,6,5,App,Monthly,2025-03-23,29,investment strategies;budgeting;savings strategies;estate planning;social security,index funds;blue-chip stocks;corporate bonds,3
+C3832,61,Retired,138746,Single,0,425,174258,6376,9,468321,Estate Planning,10,1982897,2,6,9,6,Phone,Annual,2025-10-30,33,budgeting;savings strategies;risk management;business succession,treasury bonds;money market;CDs,3
+C3833,63,Retired,96355,Married,1,415,147443,7947,3,418337,Retirement,1,877078,3,8,8,4,In-Person,Biannual,2025-01-01,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3834,47,Self-Employed,251212,Married,0,454,383600,9733,1,476340,Retirement,17,5586654,8,8,2,7,In-Person,Quarterly,2025-07-02,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3835,40,Self-Employed,42075,Single,2,429,117675,3631,3,64092,Retirement,26,1772678,7,7,4,4,Email,Ad-hoc,2024-12-11,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3836,58,Salaried,243363,Married,1,489,185685,12026,7,1095437,Retirement,7,4194929,3,8,9,6,Email,Annual,2025-05-25,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C3837,19,Student,2685,Single,0,344,4237,500,2,3218,Education,2,152973,5,4,5,8,App,Annual,2025-09-17,37,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3838,58,Salaried,226620,Single,0,485,65191,14557,2,919407,Travel,1,12390,7,10,3,7,App,Annual,2025-04-30,49,tax optimization;estate planning;tax-efficient investing;emergency fund;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3839,33,Salaried,83683,Married,2,441,154921,7409,3,47916,Debt Reduction,1,61373,5,9,6,7,Email,Monthly,2025-12-24,51,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C3840,74,Retired,72344,Single,2,393,22379,4710,3,525029,Healthcare,5,120396,6,8,6,5,Phone,Quarterly,2025-11-07,34,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3841,46,Salaried,77377,Divorced,1,441,115332,4022,2,185617,Retirement,17,2085208,6,9,5,4,Email,Biannual,2025-03-29,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3842,51,Self-Employed,170952,Divorced,0,507,60502,9625,5,414494,Retirement,18,5463335,6,8,5,5,Email,Monthly,2024-07-07,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3843,32,Salaried,60955,Married,1,437,64786,5607,3,43952,Debt Reduction,1,77058,6,9,5,4,App,Ad-hoc,2024-10-12,32,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C3844,49,Salaried,49994,Divorced,0,459,197532,3406,2,148216,Retirement,19,1616300,7,8,4,5,Email,Annual,2025-10-19,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3845,81,Retired,49601,Single,1,393,67580,3882,5,517282,Healthcare,7,294987,3,8,8,5,Email,Biannual,2024-12-30,30,tax optimization;estate planning;long-term care;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C3846,58,Self-Employed,216404,Married,1,451,292016,19282,2,696338,Retirement,3,3034594,8,9,3,6,Phone,Biannual,2024-11-16,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3847,42,Salaried,192532,Married,2,470,292304,16390,3,383619,Education,3,156074,6,10,4,5,App,Biannual,2024-10-17,32,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C3848,22,Salaried,46731,Divorced,0,402,51224,3748,1,12135,Travel,1,5171,8,6,3,8,App,Monthly,2024-07-19,40,budgeting;savings strategies;medicare;long-term care,growth stocks;sector ETFs;crypto assets,3
+C3849,34,Salaried,176428,Married,1,450,454091,12235,2,148824,Retirement,27,6481216,8,7,2,5,In-Person,Biannual,2025-04-13,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C3850,57,Self-Employed,214051,Single,0,454,194973,6666,2,728808,Travel,3,6830,7,9,4,8,Phone,Monthly,2025-04-20,44,tax optimization;estate planning;credit score;charitable giving;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3851,53,Unemployed,4955,Divorced,0,346,6108,500,4,1491,Estate Planning,20,458908,1,6,10,4,Phone,Biannual,2025-10-26,23,budgeting;savings strategies;retirement income;medicare,treasury bonds;money market;CDs,3
+C3852,64,Salaried,207284,Married,1,459,129167,12876,3,808478,Retirement,4,2864543,8,10,3,5,In-Person,Monthly,2025-12-14,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3853,76,Retired,37009,Married,0,386,50237,3176,3,310003,Travel,5,16157,5,6,6,7,App,Quarterly,2024-11-13,41,budgeting;savings strategies;estate planning;credit score;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C3854,42,Unemployed,2511,Single,1,369,6414,500,3,3336,Business Investment,10,384027,4,8,7,4,Email,Annual,2025-02-11,35,tax optimization;estate planning;tax strategies;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3855,82,Retired,19157,Married,0,353,11949,1623,4,189140,Estate Planning,10,1656311,3,6,9,6,Email,Biannual,2024-10-20,35,budgeting;savings strategies;emergency fund;business succession;credit score,treasury bonds;money market;CDs,3
+C3856,37,Self-Employed,193423,Married,3,429,585180,22650,3,301607,Retirement,29,7487857,7,8,3,5,Phone,Quarterly,2024-11-08,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3857,61,Salaried,235998,Single,0,462,186634,12947,4,1127944,Retirement,1,2944943,6,9,4,5,Phone,Monthly,2025-12-18,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3858,48,Self-Employed,295619,Married,1,493,720270,16917,1,658706,Wealth Accumulation,15,320538,9,10,2,8,In-Person,Quarterly,2025-05-02,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3859,69,Retired,105934,Married,1,430,23165,10006,6,798055,Estate Planning,3,186410,3,9,8,6,Phone,Quarterly,2025-06-26,36,tax optimization;estate planning;insurance review;emergency fund;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C3860,72,Retired,52991,Married,2,429,78034,5497,5,425114,Healthcare,20,130441,2,8,8,3,Email,Biannual,2025-12-02,22,tax optimization;estate planning;college funding,treasury bonds;money market;CDs;tax-efficient funds,2
+C3861,26,Salaried,194553,Single,0,444,330235,10718,3,61667,Home Purchase,2,1032124,8,8,3,7,App,Quarterly,2024-08-06,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3862,39,Self-Employed,192891,Divorced,1,451,455133,12211,5,284874,Retirement,29,8455596,6,8,6,7,Email,Biannual,2024-12-02,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C3863,49,Salaried,110658,Single,0,509,399797,4858,4,235549,Home Purchase,10,424612,5,8,6,7,App,Quarterly,2025-03-01,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3864,64,Salaried,58963,Divorced,0,446,21884,3275,4,288016,Wealth Accumulation,20,72645,3,7,7,5,Email,Biannual,2025-02-18,37,investment strategies;budgeting;savings strategies;charitable giving,treasury bonds;money market;CDs,3
+C3865,32,Salaried,133585,Married,1,463,398970,10318,4,91251,Emergency Fund,2,100434,7,8,5,8,App,Monthly,2025-05-03,44,tax optimization;estate planning;tax strategies;retirement income;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3866,48,Unemployed,2092,Married,0,384,5145,500,2,1370,Retirement,21,60971,3,7,7,4,Phone,Biannual,2025-06-18,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3867,85,Retired,45532,Married,1,384,12180,4375,3,416629,Estate Planning,15,979751,4,9,7,4,Phone,Ad-hoc,2025-01-24,37,tax optimization;estate planning;social security;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3868,25,Student,15420,Married,1,361,24752,1579,3,4171,Debt Reduction,1,18872,6,6,6,7,App,Biannual,2025-07-03,38,debt payoff strategies;budgeting;savings strategies;insurance review;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C3869,63,Self-Employed,216623,Married,1,448,45981,10735,1,1463348,Estate Planning,5,733788,9,10,1,4,Phone,Annual,2025-10-10,28,tax optimization;estate planning;tax-efficient investing;charitable giving;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3870,18,Student,6093,Married,0,361,10987,587,2,336,Education,4,167475,6,5,5,5,App,Monthly,2025-10-29,26,education savings;529 plans;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3871,41,Salaried,185679,Married,1,481,377251,10456,3,214574,Home Purchase,7,1042818,6,8,4,7,Phone,Quarterly,2025-06-24,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3872,62,Salaried,101129,Married,2,431,39298,5988,7,373213,Wealth Accumulation,5,48687,3,8,9,8,Phone,Annual,2025-11-16,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,4
+C3873,24,Student,19077,Widowed,0,394,41988,1796,2,3529,Travel,1,9894,6,4,5,7,Email,Quarterly,2025-05-22,36,budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,4
+C3874,43,Unemployed,3331,Single,0,373,8058,500,2,3968,Business Investment,10,273463,4,7,7,5,In-Person,Quarterly,2025-05-31,32,budgeting;savings strategies;investment allocation;medicare,index funds;blue-chip stocks;corporate bonds,3
+C3875,34,Self-Employed,219623,Married,1,430,673054,16585,3,295399,Retirement,32,9913596,8,10,4,7,Email,Biannual,2025-08-13,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C3876,51,Self-Employed,125520,Married,1,497,155410,6723,5,250982,Retirement,18,3729757,7,10,5,5,Email,Quarterly,2025-09-14,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3877,67,Retired,100260,Married,2,442,21860,8344,6,656520,Emergency Fund,2,32424,5,10,6,4,In-Person,Quarterly,2025-12-25,29,tax optimization;estate planning;charitable giving;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3878,47,Salaried,85302,Divorced,0,468,180305,4700,1,140166,Business Investment,7,156246,8,9,3,7,Email,Monthly,2024-07-26,48,tax optimization;estate planning;investment allocation;insurance review;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3879,64,Salaried,140543,Single,0,429,74325,7626,3,688152,Retirement,1,1378816,6,6,4,8,In-Person,Monthly,2025-06-04,46,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C3880,54,Salaried,188852,Married,1,496,160164,11312,4,466474,Estate Planning,3,299589,5,10,5,3,Phone,Biannual,2025-07-01,24,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3881,77,Retired,87030,Widowed,1,425,41723,5204,5,785241,Estate Planning,3,334698,2,8,9,4,Phone,Biannual,2024-11-18,35,tax optimization;estate planning;investment allocation;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C3882,31,Unemployed,486,Married,2,315,1836,500,2,4502,Home Purchase,2,2910,5,6,5,7,Email,Biannual,2024-12-04,50,mortgage options;down payment;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3883,60,Retired,100796,Married,0,457,37235,4817,4,288848,Healthcare,15,100738,4,7,7,8,Chat,Monthly,2025-01-15,39,budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds,3
+C3884,80,Retired,48444,Widowed,0,380,14908,3828,3,442525,Healthcare,5,58245,6,9,6,5,App,Quarterly,2025-04-02,40,tax optimization;estate planning;emergency fund;risk management;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3885,75,Retired,38947,Married,2,419,45320,4629,3,217950,Healthcare,10,90878,5,8,5,7,In-Person,Biannual,2025-08-25,54,tax optimization;estate planning;tax strategies;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3886,39,Unemployed,1224,Married,3,366,2265,500,5,1248,Education,10,118404,2,4,9,7,Email,Quarterly,2024-07-13,42,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs;529 plan,3
+C3887,28,Salaried,42883,Single,2,423,27856,3242,1,15212,Home Purchase,3,258925,8,7,2,7,App,Quarterly,2024-10-19,42,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3888,48,Salaried,78587,Married,0,479,114621,4247,4,183130,Retirement,13,1794539,4,8,8,4,App,Biannual,2024-12-19,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C3889,65,Salaried,153530,Single,0,455,130585,8841,2,666604,Retirement,1,1741120,7,7,3,6,Phone,Monthly,2025-07-18,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3890,64,Salaried,194672,Widowed,1,489,184498,9137,3,770054,Estate Planning,10,1946325,6,6,5,8,Email,Biannual,2025-10-09,39,budgeting;savings strategies;emergency fund;business succession;long-term care,index funds;blue-chip stocks;corporate bonds,4
+C3891,24,Student,9633,Married,0,331,18914,919,2,3749,Emergency Fund,2,6718,7,6,4,6,Chat,Quarterly,2024-10-01,36,budgeting;savings strategies;emergency fund;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets,3
+C3892,36,Self-Employed,111488,Single,0,425,254772,3882,3,171074,Retirement,27,4512472,7,8,4,8,Phone,Annual,2025-10-29,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3893,22,Salaried,106861,Divorced,2,405,228272,8325,3,27271,Travel,2,7992,7,9,5,8,App,Ad-hoc,2025-01-18,43,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3894,45,Self-Employed,221621,Divorced,1,454,786950,12516,4,542669,Home Purchase,3,1265569,7,8,5,8,App,Biannual,2025-04-11,55,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3895,31,Unemployed,47,Divorced,0,340,80,500,3,1642,Home Purchase,5,316,4,6,7,7,Phone,Quarterly,2024-12-05,34,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3896,33,Salaried,189919,Married,1,433,368976,16446,4,191946,Wealth Accumulation,3,211468,8,9,4,8,Email,Monthly,2025-09-30,63,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3897,75,Retired,74975,Single,0,434,61155,4112,5,498939,Estate Planning,10,312330,3,9,9,6,Email,Biannual,2024-12-03,41,tax optimization;estate planning;credit score;college funding;medicare,treasury bonds;money market;CDs;tax-efficient funds,2
+C3898,24,Salaried,54439,Married,0,393,37710,4951,3,15271,Emergency Fund,1,29470,6,4,5,6,Email,Biannual,2025-08-14,31,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,4
+C3899,48,Unemployed,2712,Married,1,353,4522,500,3,322,Home Purchase,5,17360,5,6,7,7,Email,Ad-hoc,2025-08-08,37,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3900,33,Salaried,236738,Married,0,474,554983,15005,4,234882,Debt Reduction,2,456407,6,8,5,8,Phone,Monthly,2025-06-30,57,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C3901,23,Salaried,118831,Divorced,2,399,95005,7127,3,29234,Travel,1,8457,7,8,4,6,App,Annual,2025-10-22,39,tax optimization;estate planning;charitable giving;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3902,65,Salaried,111654,Married,1,432,143212,9913,7,641524,Estate Planning,5,475871,3,9,7,6,In-Person,Quarterly,2025-11-09,41,tax optimization;estate planning;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C3903,25,Student,7551,Single,0,362,9436,560,1,2445,Debt Reduction,2,7340,8,5,4,6,Phone,Quarterly,2025-09-20,38,debt payoff strategies;budgeting;savings strategies;insurance review;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C3904,52,Salaried,85020,Married,2,474,68455,5841,4,216520,Retirement,13,2183932,5,8,6,6,Phone,Biannual,2025-12-24,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3905,27,Self-Employed,166377,Married,0,442,107966,7815,1,109987,Emergency Fund,1,141002,10,8,1,6,App,Biannual,2024-08-22,43,tax optimization;estate planning;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C3906,33,Salaried,112129,Married,0,432,367132,5196,5,96322,Home Purchase,5,491826,7,8,5,7,App,Biannual,2025-11-02,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3907,38,Salaried,256083,Married,1,493,611507,14864,3,300325,Retirement,27,9571641,7,7,4,7,Phone,Quarterly,2025-04-06,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C3908,47,Salaried,201061,Married,1,493,612078,11939,5,546513,Retirement,23,6714065,5,10,6,5,Phone,Biannual,2025-02-16,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3909,58,Unemployed,4821,Married,1,390,4193,602,2,2211,Retirement,2,47133,5,6,5,7,App,Annual,2025-10-21,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C3910,57,Self-Employed,229220,Married,1,499,257731,12150,7,1202636,Healthcare,10,114968,4,10,7,7,Phone,Annual,2025-09-19,58,tax optimization;estate planning;tax-efficient investing;risk management;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3911,48,Self-Employed,67588,Married,0,472,213635,5960,1,191214,Home Purchase,5,403218,9,8,1,6,Phone,Biannual,2025-07-23,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3912,57,Salaried,45270,Married,2,452,21521,5344,3,152260,Retirement,10,882728,4,7,7,7,Phone,Monthly,2024-09-30,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3913,65,Salaried,118426,Single,1,424,50822,7912,7,588160,Estate Planning,7,486902,2,8,9,7,In-Person,Quarterly,2024-08-30,51,tax optimization;estate planning;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C3914,60,Unemployed,3649,Married,1,388,3673,500,3,2960,Healthcare,3,128061,3,5,7,6,Email,Quarterly,2025-01-28,34,budgeting;savings strategies;tax-efficient investing;retirement income;insurance review,treasury bonds;money market;CDs,3
+C3915,43,Self-Employed,169011,Single,0,457,422947,8313,1,414185,Education,2,147523,9,10,2,5,App,Quarterly,2025-02-12,46,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C3916,70,Retired,43030,Divorced,0,378,57835,3027,3,262893,Estate Planning,15,302425,4,10,7,7,Email,Annual,2024-08-08,58,tax optimization;estate planning;tax-efficient investing;tax strategies;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3917,47,Salaried,163049,Single,0,507,429107,8891,3,285967,Retirement,21,4200696,6,9,5,5,Email,Biannual,2024-12-26,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3918,84,Retired,55133,Divorced,1,367,29379,4118,3,608771,Emergency Fund,1,37137,6,8,5,5,In-Person,Biannual,2025-01-03,36,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3919,30,Salaried,201657,Married,0,462,317124,12110,4,105705,Home Purchase,7,984251,6,7,5,8,Email,Biannual,2025-09-26,44,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3920,44,Salaried,151384,Married,1,479,379668,11489,3,260783,Retirement,22,4898055,6,10,4,6,Email,Quarterly,2025-03-19,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3921,44,Unemployed,4175,Divorced,0,389,10060,500,5,3395,Home Purchase,3,26372,2,8,10,5,Phone,Quarterly,2024-08-17,35,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,treasury bonds;money market;CDs;high-yield savings,3
+C3922,39,Salaried,229057,Divorced,0,468,449194,8756,2,258399,Home Purchase,2,1185631,8,9,2,8,In-Person,Monthly,2025-08-22,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3923,54,Salaried,242034,Single,0,520,94417,14128,6,754774,Healthcare,20,214016,4,8,8,4,Phone,Biannual,2025-06-05,34,tax optimization;estate planning;tax strategies;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3924,68,Retired,102385,Married,1,419,91555,5635,8,734007,Travel,1,19045,4,10,8,8,In-Person,Monthly,2025-08-24,53,tax optimization;estate planning;retirement income;medicare;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3925,76,Retired,89024,Single,1,420,65027,4280,6,518849,Healthcare,20,250538,1,9,10,4,Phone,Biannual,2025-06-17,30,tax optimization;estate planning;social security;charitable giving;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C3926,49,Salaried,185816,Married,2,501,601909,14209,4,522813,Home Purchase,2,979161,5,8,6,7,Email,Quarterly,2025-05-25,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3927,78,Retired,61199,Married,2,411,72535,6692,4,477116,Healthcare,3,298313,2,6,10,8,Email,Quarterly,2024-10-08,40,budgeting;savings strategies;social security;medicare,treasury bonds;money market;CDs,3
+C3928,18,Student,14790,Widowed,0,350,14158,1162,1,1773,Travel,1,8936,8,4,3,7,Email,Ad-hoc,2025-11-11,44,budgeting;savings strategies;medicare;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets,4
+C3929,55,Unemployed,314,Single,0,350,394,500,2,3994,Wealth Accumulation,7,236,4,6,7,7,Email,Biannual,2024-11-06,40,investment strategies;budgeting;savings strategies;insurance review;credit score,index funds;blue-chip stocks;corporate bonds,3
+C3930,62,Self-Employed,100986,Married,2,432,124171,9069,3,405566,Retirement,7,2003019,7,8,4,7,In-Person,Quarterly,2024-12-23,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C3931,25,Salaried,197906,Single,2,456,235828,12231,2,77321,Retirement,44,10357829,9,8,2,7,App,Monthly,2025-10-26,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3932,19,Student,3851,Divorced,1,351,5075,500,1,153,Education,4,122156,7,3,3,5,App,Annual,2025-11-24,24,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3933,40,Salaried,194212,Single,0,492,332384,11416,5,354891,Wealth Accumulation,5,217882,5,9,6,6,App,Monthly,2025-02-23,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3934,72,Retired,42303,Single,0,418,12991,2698,4,308418,Healthcare,7,194282,2,8,9,7,In-Person,Quarterly,2024-12-06,46,tax optimization;estate planning;emergency fund;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C3935,62,Retired,132845,Married,0,463,115930,10067,9,753018,Retirement,4,1989394,2,9,9,4,In-Person,Biannual,2025-08-14,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C3936,37,Self-Employed,153112,Single,0,456,237528,6052,3,220239,Business Investment,5,397346,6,7,5,5,Email,Biannual,2024-08-06,34,budgeting;savings strategies;long-term care;insurance review;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C3937,57,Salaried,67602,Married,1,461,35811,6334,4,191606,Retirement,8,1451932,3,8,8,5,Phone,Annual,2024-12-19,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C3938,40,Salaried,207164,Single,0,489,400170,10567,4,310049,Retirement,24,7682446,7,9,4,4,Phone,Annual,2025-02-21,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C3939,30,Self-Employed,51291,Married,1,414,88286,4661,2,37497,Debt Reduction,3,89505,8,7,3,8,App,Monthly,2024-12-08,40,debt payoff strategies;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C3940,55,Self-Employed,232795,Divorced,1,477,195217,13398,4,603437,Healthcare,10,133559,4,7,7,8,Email,Monthly,2025-09-19,55,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C3941,78,Retired,49148,Married,0,404,47242,4832,5,293168,Estate Planning,7,754175,1,8,10,3,Phone,Quarterly,2025-01-03,25,tax optimization;estate planning;investment allocation;emergency fund;social security,treasury bonds;money market;CDs;tax-efficient funds,2
+C3942,56,Unemployed,4352,Married,1,343,4393,529,4,640,Retirement,7,74088,2,7,10,7,In-Person,Quarterly,2025-04-07,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3943,71,Retired,87565,Single,0,429,57335,4826,3,488370,Healthcare,3,66430,6,9,6,4,Phone,Annual,2025-05-21,37,tax optimization;estate planning;investment allocation;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3944,34,Salaried,128164,Married,2,428,214344,8648,4,98348,Home Purchase,2,729464,4,6,6,8,Email,Quarterly,2024-10-19,42,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3945,72,Retired,41997,Married,0,416,53148,3723,6,292433,Retirement,1,478471,3,10,9,3,Chat,Biannual,2025-07-22,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C3946,80,Retired,75754,Single,0,368,35360,4359,3,701203,Estate Planning,10,385615,6,8,5,4,Email,Annual,2025-07-19,32,tax optimization;estate planning;business succession;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3947,40,Self-Employed,149867,Married,1,473,403101,10540,6,318641,Business Investment,5,129351,6,9,6,4,Email,Annual,2024-12-05,30,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3948,33,Salaried,102323,Married,1,472,152828,5551,4,73532,Emergency Fund,3,101911,6,8,5,6,App,Quarterly,2024-12-31,37,tax optimization;estate planning;investment allocation;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3949,57,Self-Employed,254333,Single,0,489,196785,10147,5,813545,Retirement,6,3341860,4,9,6,5,Chat,Quarterly,2025-06-28,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3950,19,Student,7023,Married,0,371,11461,719,3,800,Travel,1,27182,5,5,7,6,App,Annual,2025-07-30,35,budgeting;savings strategies;retirement income;long-term care,index funds;blue-chip stocks;corporate bonds,4
+C3951,42,Salaried,117293,Married,2,469,220705,10150,6,209634,Home Purchase,7,742963,5,8,7,8,Chat,Monthly,2025-05-22,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C3952,57,Salaried,179511,Married,2,472,195412,15623,2,648678,Healthcare,15,72961,8,9,3,3,Phone,Biannual,2025-01-15,30,tax optimization;estate planning;business succession;college funding;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3953,53,Salaried,213078,Single,0,476,242903,14993,4,525980,Wealth Accumulation,7,228659,6,9,5,7,In-Person,Monthly,2024-09-13,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3954,60,Salaried,228374,Married,2,461,179895,16264,4,675910,Retirement,7,3197544,7,7,5,6,Phone,Biannual,2025-02-20,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C3955,63,Salaried,206010,Married,1,469,262826,16691,3,1045989,Estate Planning,7,228992,7,9,5,4,Chat,Annual,2025-02-13,30,tax optimization;estate planning;risk management;college funding;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3956,38,Self-Employed,90155,Married,2,413,198913,9699,3,130257,Education,2,112331,6,8,6,4,Email,Biannual,2024-09-03,32,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C3957,34,Salaried,230343,Married,1,468,688877,17452,3,242523,Home Purchase,2,1559239,7,8,4,7,In-Person,Biannual,2024-09-22,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3958,40,Unemployed,3369,Widowed,1,354,8270,500,3,3143,Business Investment,10,270469,5,7,6,7,In-Person,Annual,2025-02-22,49,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C3959,58,Self-Employed,278889,Single,2,459,84861,16909,7,1481519,Estate Planning,7,660360,5,9,7,8,Phone,Monthly,2024-12-18,63,tax optimization;estate planning;social security;investment allocation;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3960,74,Retired,73384,Married,1,435,67713,3531,3,376526,Healthcare,15,241722,5,5,5,8,Email,Quarterly,2024-08-07,50,budgeting;savings strategies;insurance review;tax strategies;social security,index funds;blue-chip stocks;corporate bonds,4
+C3961,60,Salaried,183838,Married,1,445,112061,11634,7,872507,Retirement,7,2539345,3,8,8,6,In-Person,Monthly,2025-02-02,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C3962,23,Unemployed,163,Widowed,0,306,316,500,2,583,Education,1,145949,6,4,5,6,In-Person,Quarterly,2025-05-08,38,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C3963,54,Self-Employed,50348,Married,0,466,56783,4368,1,138452,Retirement,14,988260,8,6,3,4,Phone,Biannual,2025-07-17,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C3964,78,Retired,57621,Divorced,1,425,25471,4142,4,476659,Estate Planning,7,1935037,2,8,10,6,Chat,Biannual,2024-09-07,48,tax optimization;estate planning;investment allocation;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,2
+C3965,29,Salaried,191392,Married,1,462,317984,17213,2,86140,Home Purchase,5,1177376,9,9,2,5,App,Biannual,2025-11-03,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C3966,31,Salaried,103648,Married,2,425,324370,6769,4,60861,Retirement,38,4002957,6,7,5,5,In-Person,Monthly,2025-10-17,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3967,46,Self-Employed,38007,Single,0,462,135111,2459,3,69790,Retirement,24,1137891,5,8,5,4,Phone,Annual,2024-08-16,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C3968,38,Salaried,121889,Married,1,461,287860,6611,3,130663,Education,1,173586,6,10,4,4,App,Quarterly,2024-08-10,34,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C3969,64,Unemployed,4499,Married,2,350,7136,622,3,4936,Wealth Accumulation,7,5172,2,5,8,4,Phone,Quarterly,2024-10-09,25,investment strategies;budgeting;savings strategies;risk management;estate planning,treasury bonds;money market;CDs,3
+C3970,30,Self-Employed,61016,Divorced,1,403,151854,4653,1,35510,Wealth Accumulation,7,34840,8,7,2,7,Email,Biannual,2024-12-09,50,investment strategies;budgeting;savings strategies;tax-efficient investing;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C3971,32,Unemployed,1724,Married,1,361,7495,500,4,2363,Home Purchase,5,10967,4,4,8,5,App,Biannual,2024-10-02,25,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3972,43,Self-Employed,248435,Widowed,0,467,285023,8918,3,570512,Education,3,161349,7,9,4,6,App,Quarterly,2024-09-22,38,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C3973,57,Unemployed,4143,Married,1,362,5522,500,2,2620,Retirement,5,72290,3,7,7,3,Phone,Annual,2024-10-07,22,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C3974,45,Salaried,125367,Divorced,0,480,370484,5080,4,281046,Retirement,20,3306724,5,9,6,8,App,Monthly,2025-11-11,61,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C3975,69,Retired,20318,Single,0,382,9436,1733,4,87533,Retirement,1,239435,1,5,10,8,In-Person,Biannual,2025-09-07,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C3976,60,Salaried,236001,Divorced,0,481,334049,8850,3,1079687,Retirement,1,3034707,6,8,4,4,Email,Biannual,2024-07-08,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3977,85,Retired,20512,Divorced,0,370,22755,1492,3,140477,Estate Planning,10,1072275,5,8,6,7,Email,Annual,2025-11-08,41,tax optimization;estate planning;emergency fund;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C3978,85,Retired,26835,Single,0,366,23214,2201,3,178652,Emergency Fund,1,14934,5,9,6,5,Phone,Quarterly,2024-11-01,38,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C3979,60,Unemployed,4640,Married,1,349,6519,521,3,4175,Estate Planning,3,1432989,3,7,7,5,App,Quarterly,2025-02-15,34,budgeting;savings strategies;retirement income,treasury bonds;money market;CDs,3
+C3980,29,Self-Employed,47512,Married,0,425,41726,4554,1,22627,Home Purchase,3,311271,10,6,1,7,Phone,Biannual,2024-12-25,41,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3981,25,Unemployed,2391,Married,2,328,2880,500,3,3105,Home Purchase,5,16550,5,6,6,8,App,Quarterly,2025-05-08,53,mortgage options;down payment;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3982,23,Student,12944,Single,0,387,16270,1066,1,4071,Education,5,109949,7,4,4,5,App,Quarterly,2025-04-12,24,education savings;529 plans;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C3983,39,Self-Employed,65120,Widowed,0,412,254725,5183,2,78668,Retirement,21,1884398,8,8,3,7,App,Annual,2025-11-11,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C3984,42,Salaried,202979,Married,1,502,686659,15840,2,261651,Home Purchase,3,1199176,8,9,2,8,Email,Monthly,2025-12-11,53,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C3985,46,Salaried,215447,Divorced,0,497,262614,12387,5,546645,Retirement,19,5437712,6,8,5,7,Email,Annual,2025-10-09,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3986,51,Salaried,151237,Divorced,0,495,205511,7071,3,402476,Estate Planning,3,1764904,7,10,4,6,Email,Annual,2025-04-23,37,tax optimization;estate planning;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C3987,62,Self-Employed,208366,Married,2,488,104249,18037,6,1320447,Wealth Accumulation,15,276396,4,10,7,3,In-Person,Annual,2025-12-08,32,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C3988,78,Retired,45641,Married,2,367,15780,5301,4,302858,Estate Planning,20,229921,3,6,9,4,In-Person,Biannual,2025-06-20,25,budgeting;savings strategies;risk management;retirement income;emergency fund,treasury bonds;money market;CDs,3
+C3989,30,Salaried,236757,Single,1,461,814170,15785,3,86257,Retirement,33,11476461,6,8,5,6,App,Quarterly,2025-06-10,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C3990,60,Salaried,121731,Married,0,449,134904,7309,6,381548,Retirement,9,2547217,4,7,8,4,Email,Ad-hoc,2024-10-30,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C3991,44,Salaried,186017,Married,2,473,588783,16627,4,359173,Retirement,19,5387327,6,9,5,5,Chat,Quarterly,2025-12-15,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C3992,32,Salaried,117887,Single,0,420,334662,5976,6,102576,Home Purchase,7,641811,6,8,6,6,Email,Monthly,2025-10-21,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C3993,64,Salaried,52496,Divorced,0,444,27949,3817,6,221070,Healthcare,10,173755,3,6,9,7,In-Person,Quarterly,2025-02-08,45,budgeting;savings strategies;retirement income;investment allocation;insurance review,treasury bonds;money market;CDs,4
+C3994,40,Salaried,117857,Married,1,470,191417,9961,2,174627,Home Purchase,3,736487,7,8,3,7,App,Biannual,2025-02-12,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C3995,42,Self-Employed,156559,Single,0,454,590065,7527,2,339797,Retirement,25,6008728,9,7,2,8,Email,Biannual,2024-12-05,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C3996,22,Self-Employed,143045,Divorced,0,411,125261,6992,2,38881,Travel,1,9665,8,7,3,7,App,Monthly,2025-07-23,46,budgeting;savings strategies;tax strategies;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C3997,81,Retired,57377,Single,2,372,48888,4708,4,530616,Healthcare,10,204080,1,9,10,4,In-Person,Annual,2024-12-08,30,tax optimization;estate planning;risk management;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C3998,45,Salaried,174535,Married,0,494,308961,9608,3,299118,Wealth Accumulation,5,122058,7,10,5,6,App,Monthly,2025-01-07,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C3999,35,Salaried,214502,Married,1,440,319396,10613,2,229441,Retirement,30,8525093,8,10,3,6,Email,Quarterly,2025-08-18,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4000,77,Retired,24411,Married,2,376,30002,2911,4,144603,Retirement,1,237600,3,6,8,5,Phone,Monthly,2025-09-06,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4001,58,Self-Employed,175762,Married,1,447,104211,14433,5,855029,Retirement,2,2414275,6,9,5,7,Phone,Quarterly,2025-07-05,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4002,74,Retired,19806,Single,0,373,10203,1756,4,135313,Travel,1,26659,1,6,10,6,Email,Monthly,2024-12-29,38,budgeting;savings strategies;risk management;tax strategies;college funding,treasury bonds;money market;CDs,2
+C4003,62,Self-Employed,260494,Divorced,0,495,189516,10615,3,976821,Wealth Accumulation,5,276014,5,8,5,6,Phone,Monthly,2025-07-20,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4004,51,Salaried,221828,Married,2,484,209592,18454,4,583691,Wealth Accumulation,20,176966,5,8,6,4,In-Person,Biannual,2025-08-14,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4005,62,Retired,38472,Widowed,0,427,30425,2215,4,181438,Retirement,8,709229,4,9,7,3,Chat,Biannual,2025-12-06,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4006,61,Retired,127050,Married,0,435,162177,5556,9,570083,Healthcare,10,285687,2,7,10,6,Email,Biannual,2024-09-25,31,budgeting;savings strategies;social security;credit score,treasury bonds;money market;CDs,3
+C4007,60,Salaried,109761,Married,1,432,49002,6454,5,414467,Retirement,7,1976849,3,10,7,4,Email,Ad-hoc,2024-12-31,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C4008,73,Retired,60137,Married,2,385,65060,5237,5,315106,Estate Planning,7,1632702,1,6,10,3,Email,Biannual,2025-05-05,25,budgeting;savings strategies;risk management;insurance review,treasury bonds;money market;CDs,2
+C4009,59,Salaried,228021,Divorced,0,508,119718,10760,3,850740,Retirement,2,2985031,8,8,3,5,In-Person,Quarterly,2025-12-14,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4010,66,Retired,75486,Married,1,438,82104,5925,3,401909,Emergency Fund,1,70663,5,6,5,6,Email,Monthly,2024-10-03,44,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,4
+C4011,19,Student,14057,Married,0,327,14715,1323,2,3916,Travel,1,18333,7,6,5,7,Email,Monthly,2025-10-06,45,budgeting;savings strategies;business succession;credit score;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C4012,60,Self-Employed,252477,Single,0,461,388349,16984,1,898310,Retirement,6,3880455,9,10,2,7,App,Annual,2025-03-14,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4013,64,Retired,83118,Married,1,437,86108,5578,5,495441,Retirement,5,1049898,2,6,10,3,Email,Biannual,2025-07-28,21,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4014,19,Student,15177,Single,0,329,13767,1272,2,1597,Emergency Fund,1,9154,5,5,6,5,Phone,Annual,2025-11-28,30,budgeting;savings strategies;risk management;social security;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C4015,44,Salaried,195308,Divorced,0,483,382491,11311,2,445478,Business Investment,7,468369,9,8,3,5,Email,Biannual,2024-11-28,29,tax optimization;estate planning;business succession;tax-efficient investing;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4016,63,Self-Employed,202691,Widowed,0,445,194883,14301,2,783276,Retirement,1,2615036,7,10,3,5,Email,Biannual,2025-08-08,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4017,84,Retired,55061,Divorced,1,392,43437,3341,5,350085,Healthcare,15,266059,4,5,8,6,Email,Biannual,2024-11-07,37,budgeting;savings strategies;estate planning;credit score,index funds;blue-chip stocks;corporate bonds,3
+C4018,23,Unemployed,3543,Married,1,320,4481,500,2,2983,Education,1,115986,7,5,4,6,Phone,Quarterly,2025-08-16,38,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4019,64,Retired,50893,Divorced,0,443,13632,4422,5,277469,Retirement,6,707811,1,7,10,7,Email,Annual,2025-06-18,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4020,24,Salaried,141127,Divorced,1,454,196710,8936,4,49911,Emergency Fund,2,39519,7,5,4,8,App,Quarterly,2025-05-30,47,budgeting;savings strategies;credit score;investment allocation;medicare,growth stocks;sector ETFs;crypto assets,3
+C4021,71,Retired,33740,Married,2,385,23685,3100,5,187003,Healthcare,20,155315,1,8,10,7,Chat,Quarterly,2024-08-05,52,tax optimization;estate planning;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C4022,29,Self-Employed,272862,Married,2,469,380247,17973,1,207538,Wealth Accumulation,10,430564,10,10,1,7,App,Quarterly,2025-11-02,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4023,44,Salaried,113434,Married,0,453,199728,8381,3,247938,Retirement,17,2729594,8,9,3,7,Email,Quarterly,2025-09-20,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4024,83,Retired,42403,Single,0,379,25559,3272,3,314538,Healthcare,3,236477,5,6,6,3,Phone,Biannual,2024-08-15,17,budgeting;savings strategies;investment allocation;credit score,index funds;blue-chip stocks;corporate bonds,2
+C4025,35,Salaried,194495,Single,0,445,511343,10749,4,187787,Business Investment,7,413589,6,8,5,7,App,Quarterly,2024-07-04,53,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4026,55,Unemployed,3498,Married,0,356,4385,500,4,3591,Healthcare,10,153003,1,7,9,4,In-Person,Biannual,2025-02-04,27,budgeting;savings strategies;credit score;charitable giving;social security,treasury bonds;money market;CDs,3
+C4027,69,Retired,47480,Single,2,387,19728,4523,7,228352,Retirement,1,554428,1,9,10,3,In-Person,Quarterly,2025-02-10,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4028,23,Student,12652,Single,0,348,10455,1035,2,4473,Emergency Fund,1,5255,7,4,4,7,Chat,Monthly,2025-02-06,41,budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets,4
+C4029,28,Self-Employed,87577,Single,0,423,122833,3613,0,65401,Emergency Fund,1,46015,10,7,1,8,App,Monthly,2025-09-04,45,budgeting;savings strategies;long-term care;charitable giving;college funding,growth stocks;sector ETFs;crypto assets,3
+C4030,23,Student,5048,Married,1,359,6768,550,2,102,Education,2,166867,6,4,6,6,App,Quarterly,2024-09-02,30,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4031,42,Salaried,67226,Single,0,431,164007,4402,2,132734,Business Investment,10,203365,6,7,4,6,Email,Monthly,2024-10-06,40,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C4032,21,Student,4755,Single,0,333,4892,500,3,3973,Home Purchase,7,19221,6,4,5,6,App,Annual,2025-02-14,33,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4033,53,Self-Employed,190413,Married,2,496,51275,13715,7,455624,Retirement,10,3582242,4,9,8,4,Phone,Annual,2024-08-16,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4034,79,Retired,40020,Married,1,413,15664,4123,4,271761,Healthcare,10,273758,5,9,6,5,Phone,Quarterly,2025-02-25,33,tax optimization;estate planning;risk management;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4035,37,Salaried,154931,Divorced,1,436,632180,7802,3,144514,Education,2,165962,8,6,3,8,In-Person,Monthly,2024-12-16,50,education savings;529 plans;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4036,19,Student,5237,Single,1,347,4418,500,2,4609,Emergency Fund,1,3590,8,3,4,8,App,Monthly,2024-10-26,47,budgeting;savings strategies;emergency fund;tax-efficient investing,growth stocks;sector ETFs;crypto assets,4
+C4037,49,Self-Employed,35496,Married,2,430,97103,4566,3,122298,Wealth Accumulation,5,53181,5,9,7,5,Email,Annual,2024-10-01,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4038,24,Student,15855,Married,0,385,19586,1398,3,2452,Education,4,116073,5,6,6,8,App,Monthly,2024-07-22,47,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4039,85,Retired,38382,Married,1,362,69739,3981,4,306371,Healthcare,15,79962,3,10,8,7,In-Person,Biannual,2024-09-20,48,tax optimization;estate planning;business succession;charitable giving;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C4040,46,Salaried,62569,Married,0,451,202297,5844,3,168554,Wealth Accumulation,10,34355,6,8,5,5,Email,Quarterly,2024-11-14,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4041,25,Unemployed,2176,Married,1,336,3295,500,4,1633,Retirement,37,86457,4,5,7,7,Chat,Annual,2024-12-17,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4042,30,Unemployed,1300,Married,1,335,2542,500,3,2679,Wealth Accumulation,20,2111,4,5,7,4,App,Quarterly,2025-03-25,23,investment strategies;budgeting;savings strategies;long-term care;tax strategies,index funds;blue-chip stocks;corporate bonds,2
+C4043,74,Retired,19362,Married,1,411,15630,2056,3,138391,Estate Planning,7,1080609,4,6,7,4,In-Person,Annual,2025-11-22,29,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C4044,57,Salaried,48160,Widowed,0,450,32719,2823,2,161562,Retirement,11,984166,6,8,5,6,Email,Quarterly,2024-08-04,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4045,54,Unemployed,3910,Single,0,370,5704,500,4,2261,Retirement,12,76624,1,7,10,5,Phone,Biannual,2025-06-13,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4046,63,Salaried,239315,Widowed,0,457,285347,9562,3,861243,Retirement,5,3465141,7,8,4,4,Chat,Biannual,2025-05-26,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4047,61,Self-Employed,196113,Married,2,442,80782,11793,4,857273,Retirement,8,3970048,7,10,5,4,In-Person,Biannual,2025-12-19,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4048,36,Salaried,98107,Single,0,433,374436,3563,3,134098,Retirement,32,4758468,6,8,5,4,Email,Biannual,2025-03-23,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4049,34,Salaried,134923,Married,1,442,299340,11348,7,134032,Retirement,27,5318504,5,9,7,8,In-Person,Quarterly,2025-02-28,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4050,26,Unemployed,2021,Single,0,338,4966,500,2,4357,Home Purchase,5,11100,6,5,5,7,App,Annual,2025-06-17,41,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4051,65,Salaried,143865,Divorced,1,441,144400,6027,4,610334,Retirement,1,1858203,6,10,5,7,In-Person,Quarterly,2024-10-01,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4052,48,Self-Employed,70786,Single,1,432,120682,3645,3,153279,Retirement,16,1817733,7,10,4,7,App,Annual,2025-10-24,59,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4053,67,Retired,115962,Divorced,0,418,183819,7544,9,448705,Travel,1,26223,2,8,9,5,Email,Quarterly,2024-11-25,31,tax optimization;estate planning;tax-efficient investing;risk management,treasury bonds;money market;CDs;tax-efficient funds,3
+C4054,27,Salaried,93568,Single,1,408,78444,6516,2,53388,Retirement,33,3499867,9,8,3,6,App,Biannual,2025-08-25,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4055,33,Self-Employed,61949,Single,0,415,103611,4053,2,68693,Retirement,28,2821953,8,7,4,6,Phone,Quarterly,2024-09-10,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4056,22,Student,9756,Widowed,0,324,14078,710,2,3929,Travel,1,23430,7,5,3,6,In-Person,Quarterly,2025-03-25,29,budgeting;savings strategies;tax strategies;college funding;medicare,growth stocks;sector ETFs;crypto assets,3
+C4057,41,Self-Employed,80051,Single,0,434,235959,3752,3,187442,Retirement,29,3674079,6,9,4,6,Email,Annual,2025-01-15,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4058,23,Salaried,91648,Divorced,2,409,75735,7041,2,23820,Education,5,107925,8,6,3,8,App,Biannual,2025-02-26,54,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4059,62,Retired,46999,Married,1,406,14591,5045,5,159991,Retirement,5,605262,3,9,9,4,Email,Monthly,2025-01-31,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4060,60,Retired,70786,Married,0,429,34784,5492,6,330658,Retirement,6,1178629,3,7,9,5,Phone,Annual,2024-08-22,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4061,23,Salaried,55666,Married,0,437,61485,4429,2,11176,Education,10,133971,8,5,4,8,App,Quarterly,2025-11-24,37,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4062,21,Unemployed,1733,Married,0,300,1206,500,1,2103,Travel,2,24120,7,6,4,7,Phone,Monthly,2024-08-17,41,budgeting;savings strategies;emergency fund;investment allocation,growth stocks;sector ETFs;crypto assets,4
+C4063,34,Self-Employed,281056,Divorced,0,485,649212,12402,5,387734,Retirement,31,11639609,7,9,5,8,App,Quarterly,2025-05-18,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4064,36,Salaried,132815,Married,3,457,241727,12284,5,177333,Home Purchase,1,708715,6,8,5,4,In-Person,Annual,2024-11-12,35,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4065,21,Student,12225,Married,1,337,21144,1267,2,661,Travel,1,25446,8,5,3,6,App,Monthly,2024-12-23,33,budgeting;savings strategies;investment allocation;risk management,growth stocks;sector ETFs;crypto assets,4
+C4066,78,Retired,41611,Married,0,378,32439,3592,5,272982,Estate Planning,5,281412,3,6,8,3,Email,Annual,2025-11-24,18,budgeting;savings strategies;tax-efficient investing;risk management;estate planning,treasury bonds;money market;CDs,3
+C4067,61,Salaried,124877,Married,2,445,75425,9398,5,559175,Healthcare,15,83248,6,10,6,4,Phone,Annual,2025-06-29,30,tax optimization;estate planning;retirement income;investment allocation;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4068,58,Salaried,159550,Married,0,502,159137,10928,5,610769,Estate Planning,20,583572,6,10,5,6,Phone,Quarterly,2024-10-23,45,tax optimization;estate planning;college funding;credit score;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4069,58,Self-Employed,228500,Married,2,487,323788,20777,7,1013020,Wealth Accumulation,7,98207,4,9,8,4,Phone,Ad-hoc,2025-01-12,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4070,49,Salaried,56344,Single,0,481,142138,3370,2,153696,Home Purchase,5,385437,5,7,5,5,Phone,Quarterly,2024-09-03,36,mortgage options;down payment;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4071,49,Unemployed,1631,Single,0,352,4073,500,3,2094,Education,10,137851,2,9,10,5,Phone,Annual,2025-09-19,35,education savings;529 plans;financial aid strategies;tax optimization;estate planning,treasury bonds;money market;CDs;529 plan,2
+C4072,51,Salaried,118288,Single,1,487,92062,7696,6,321702,Estate Planning,5,692266,4,8,6,6,Email,Ad-hoc,2025-03-19,34,tax optimization;estate planning;tax-efficient investing;retirement income;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4073,65,Salaried,242233,Married,0,467,270055,11436,5,1344449,Healthcare,7,72411,4,9,8,3,In-Person,Annual,2025-07-13,32,tax optimization;estate planning;retirement income;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4074,48,Salaried,97320,Single,0,485,157389,3997,4,257264,Retirement,14,1999763,5,8,6,4,Phone,Annual,2025-03-26,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4075,62,Self-Employed,191989,Single,0,490,163259,8460,3,724146,Travel,2,25515,7,8,4,7,App,Quarterly,2024-09-12,49,tax optimization;estate planning;emergency fund;charitable giving;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C4076,59,Salaried,68660,Married,2,465,25235,7195,5,228840,Wealth Accumulation,15,37610,2,8,9,6,In-Person,Quarterly,2025-06-02,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4077,60,Salaried,223833,Single,0,494,68178,15282,5,1091102,Retirement,1,2902174,5,8,6,5,App,Monthly,2025-09-29,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4078,83,Retired,54160,Married,2,399,21506,5814,7,367213,Healthcare,20,222190,1,7,10,5,In-Person,Biannual,2025-03-25,34,budgeting;savings strategies;long-term care;risk management,treasury bonds;money market;CDs,2
+C4079,44,Self-Employed,139682,Married,1,436,261633,9544,6,240838,Retirement,23,5170867,5,10,6,6,Email,Monthly,2024-11-27,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4080,35,Self-Employed,179451,Married,2,453,518619,11751,3,167346,Business Investment,5,22353,7,6,3,6,In-Person,Monthly,2025-01-04,35,budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets,4
+C4081,51,Salaried,85016,Single,0,494,71368,3801,3,199003,Healthcare,7,228100,6,9,5,6,App,Ad-hoc,2025-05-20,37,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4082,39,Salaried,172048,Married,2,467,176052,13787,5,206538,Education,5,146727,6,10,6,8,Email,Quarterly,2025-12-06,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4083,24,Unemployed,2385,Single,0,310,2904,500,3,4248,Travel,1,14214,5,6,6,6,Email,Biannual,2025-05-22,36,budgeting;savings strategies;emergency fund;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C4084,62,Retired,120331,Married,1,466,118220,6347,9,438394,Travel,2,16499,2,8,9,4,Email,Annual,2025-08-29,33,tax optimization;estate planning;medicare;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C4085,23,Student,13043,Married,0,383,20643,1087,1,4384,Education,2,120314,7,4,3,7,Chat,Quarterly,2024-10-13,30,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4086,45,Self-Employed,257699,Married,0,477,706320,12372,1,474586,Retirement,23,7854743,9,10,1,7,Phone,Quarterly,2024-09-09,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4087,42,Salaried,117388,Widowed,1,440,372443,5341,6,149546,Retirement,25,4822746,6,10,6,7,Phone,Quarterly,2024-07-29,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4088,47,Salaried,173455,Married,2,462,311574,18984,4,367056,Home Purchase,5,734770,7,8,4,6,App,Biannual,2025-09-18,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4089,65,Self-Employed,239284,Married,1,460,101559,17925,3,1428337,Healthcare,5,278018,7,9,3,7,Email,Monthly,2024-09-29,39,tax optimization;estate planning;tax-efficient investing;insurance review;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4090,42,Self-Employed,159537,Divorced,1,466,247748,9526,1,323295,Retirement,28,5779773,10,10,1,5,Phone,Ad-hoc,2024-09-25,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4091,21,Student,13318,Single,0,339,19032,1244,1,1613,Travel,1,26768,7,5,4,7,Chat,Annual,2025-06-10,42,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C4092,58,Salaried,118904,Married,0,471,94128,7138,6,486333,Retirement,12,2657560,5,7,6,6,Phone,Annual,2025-09-14,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C4093,44,Self-Employed,197608,Single,0,473,433383,12759,2,395064,Business Investment,5,367043,8,9,3,6,App,Quarterly,2025-12-07,42,tax optimization;estate planning;tax-efficient investing;long-term care;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4094,64,Salaried,163716,Married,1,487,117701,9574,4,630389,Wealth Accumulation,7,86970,7,10,5,7,Email,Ad-hoc,2025-02-09,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4095,31,Self-Employed,304305,Divorced,0,484,703688,20082,2,182909,Debt Reduction,1,376704,9,8,3,5,Phone,Quarterly,2024-10-05,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C4096,28,Salaried,146172,Married,1,453,187739,8023,2,85764,Home Purchase,5,917515,8,7,2,6,App,Monthly,2025-05-16,35,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4097,33,Salaried,217656,Married,1,492,577104,13378,3,155438,Debt Reduction,1,130121,8,8,4,5,App,Quarterly,2025-01-25,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C4098,84,Retired,23004,Married,0,346,25264,2394,3,199053,Estate Planning,3,1141439,2,6,8,3,Phone,Annual,2025-02-20,24,budgeting;savings strategies;charitable giving;medicare;investment allocation,treasury bonds;money market;CDs,2
+C4099,67,Retired,103839,Single,0,418,125498,5341,7,394763,Estate Planning,3,296582,4,9,8,4,Email,Biannual,2025-07-21,27,tax optimization;estate planning;long-term care;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4100,22,Self-Employed,63811,Married,1,377,71060,6446,2,11370,Travel,3,11123,8,7,3,5,App,Biannual,2024-08-28,29,budgeting;savings strategies;medicare;tax strategies,growth stocks;sector ETFs;crypto assets,2
+C4101,25,Student,14304,Married,1,397,23255,1719,2,2395,Emergency Fund,1,9284,7,8,4,5,In-Person,Quarterly,2025-02-11,37,tax optimization;estate planning;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4102,74,Retired,46312,Married,2,384,20380,5132,4,299695,Estate Planning,7,1897484,2,9,9,5,App,Ad-hoc,2025-07-25,34,tax optimization;estate planning;tax-efficient investing;social security,treasury bonds;money market;CDs;tax-efficient funds,2
+C4103,27,Self-Employed,65659,Divorced,0,444,61741,4719,1,33300,Debt Reduction,2,124133,8,7,3,7,Chat,Quarterly,2025-01-28,50,debt payoff strategies;budgeting;savings strategies;long-term care;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4104,61,Self-Employed,247280,Married,1,484,174912,14608,3,1023760,Estate Planning,5,753272,6,10,5,6,App,Monthly,2024-08-23,49,tax optimization;estate planning;credit score;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4105,60,Salaried,125098,Married,1,458,123519,5814,6,382144,Wealth Accumulation,7,178998,5,9,6,8,In-Person,Monthly,2025-07-15,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4106,20,Student,7341,Single,0,376,7186,564,2,3928,Education,5,144721,6,4,5,7,App,Quarterly,2024-08-16,31,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4107,52,Salaried,204548,Divorced,0,471,148046,10367,4,390112,Healthcare,3,103715,6,10,5,6,Email,Annual,2025-07-15,41,tax optimization;estate planning;charitable giving;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4108,79,Retired,48833,Married,1,389,65081,4620,5,282303,Travel,2,18793,1,8,10,5,In-Person,Biannual,2025-07-23,41,tax optimization;estate planning;insurance review;retirement income,treasury bonds;money market;CDs;tax-efficient funds,3
+C4109,47,Salaried,72338,Divorced,1,444,115974,5279,2,117071,Home Purchase,5,385269,7,7,4,4,Phone,Ad-hoc,2025-01-09,25,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4110,85,Retired,52760,Single,0,364,80280,4275,4,354859,Retirement,1,671407,3,7,8,4,Phone,Biannual,2024-12-07,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4111,32,Salaried,72966,Single,0,420,259678,3393,2,66268,Debt Reduction,1,74430,7,6,4,7,App,Annual,2025-05-12,36,debt payoff strategies;budgeting;savings strategies;business succession;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4112,24,Self-Employed,183525,Married,0,455,125874,9286,3,69376,Travel,2,11183,8,7,3,8,Phone,Monthly,2024-10-09,42,budgeting;savings strategies;college funding;social security,growth stocks;sector ETFs;crypto assets,3
+C4113,50,Salaried,162367,Married,1,481,166085,9720,4,252162,Retirement,19,5005534,7,10,4,3,In-Person,Annual,2025-05-26,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,1
+C4114,26,Salaried,96162,Married,2,423,136329,9448,3,41751,Retirement,36,4225166,6,7,5,5,App,Biannual,2024-11-19,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4115,41,Salaried,76012,Single,2,454,181753,3876,3,136541,Home Purchase,3,316054,6,7,5,7,Email,Quarterly,2025-01-13,49,mortgage options;down payment;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4116,66,Retired,79607,Single,0,448,56977,2762,7,332258,Estate Planning,7,1755651,2,9,10,5,Phone,Quarterly,2025-02-07,35,tax optimization;estate planning;emergency fund;investment allocation;credit score,treasury bonds;money market;CDs;tax-efficient funds,2
+C4117,62,Salaried,85628,Married,1,451,74333,5443,3,403820,Retirement,1,1089752,6,8,5,7,Phone,Annual,2025-12-21,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4118,77,Retired,68314,Married,1,377,38308,6671,4,539691,Healthcare,10,224512,5,10,7,5,In-Person,Quarterly,2024-10-03,33,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4119,33,Self-Employed,272361,Divorced,2,486,832641,13869,1,220851,Debt Reduction,1,512038,10,7,2,6,App,Monthly,2024-10-17,44,debt payoff strategies;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4120,59,Unemployed,575,Married,0,371,488,500,4,1092,Healthcare,15,143476,4,8,8,5,App,Biannual,2024-11-16,37,tax optimization;estate planning;medicare;insurance review;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4121,64,Salaried,84379,Single,0,451,35887,3384,2,348883,Retirement,4,1295070,6,10,5,4,Phone,Biannual,2024-11-29,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4122,67,Retired,39394,Married,1,432,38806,3337,4,149237,Healthcare,7,94001,2,9,9,4,App,Ad-hoc,2024-09-11,32,tax optimization;estate planning;emergency fund;insurance review;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C4123,64,Salaried,209030,Married,2,462,344241,14112,3,793045,Retirement,6,3802765,7,7,4,6,In-Person,Biannual,2024-07-27,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4124,31,Salaried,214158,Married,0,459,312157,13452,6,144153,Debt Reduction,1,395246,5,8,6,7,Email,Biannual,2024-09-29,47,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C4125,25,Student,18772,Divorced,1,375,27949,1551,2,3240,Debt Reduction,2,23934,7,6,5,5,Email,Ad-hoc,2025-03-29,32,debt payoff strategies;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4126,24,Student,11801,Married,1,380,13190,1400,2,3293,Travel,1,8051,8,5,4,6,App,Monthly,2025-06-01,41,budgeting;savings strategies;retirement income;social security;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C4127,68,Retired,83160,Single,0,444,83635,3959,4,450998,Healthcare,10,256775,2,9,8,6,Chat,Ad-hoc,2025-06-04,50,tax optimization;estate planning;tax strategies;medicare;college funding,treasury bonds;money market;CDs;tax-efficient funds,3
+C4128,25,Unemployed,1046,Married,1,355,931,500,2,279,Retirement,39,48082,6,8,5,6,App,Biannual,2024-12-18,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4129,28,Self-Employed,195913,Divorced,1,457,144404,14972,2,97999,Retirement,35,9520408,9,9,2,7,Email,Quarterly,2024-12-27,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4130,65,Unemployed,2270,Married,0,347,2107,500,4,1011,Estate Planning,10,1686470,1,7,10,4,Phone,Annual,2024-10-26,26,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C4131,37,Self-Employed,110793,Married,2,443,260542,10343,4,163907,Retirement,33,5665573,6,8,6,4,Phone,Annual,2024-07-25,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4132,25,Student,5467,Divorced,0,388,8962,500,3,3377,Debt Reduction,1,5003,5,6,7,6,Chat,Biannual,2025-01-13,41,debt payoff strategies;budgeting;savings strategies;insurance review;business succession,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4133,48,Salaried,104708,Married,1,484,134225,7625,5,188623,Retirement,13,2695488,4,9,6,5,Phone,Monthly,2024-10-28,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4134,44,Unemployed,1956,Single,0,345,9295,500,3,1073,Retirement,18,50193,3,9,7,4,App,Ad-hoc,2025-11-09,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4135,79,Retired,83053,Single,0,377,60110,3248,5,830952,Healthcare,20,111176,3,6,8,6,Phone,Quarterly,2024-08-17,41,budgeting;savings strategies;investment allocation;medicare;tax-efficient investing,treasury bonds;money market;CDs,4
+C4136,27,Unemployed,757,Married,2,304,706,500,3,537,Home Purchase,3,3279,6,7,6,7,App,Monthly,2024-12-11,35,mortgage options;down payment;budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4137,68,Retired,107850,Single,2,431,185800,5662,7,642548,Retirement,1,1342411,2,10,10,7,Phone,Quarterly,2024-09-06,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4138,62,Unemployed,4570,Divorced,0,333,3005,500,3,3020,Estate Planning,10,282052,3,9,7,5,Email,Monthly,2025-06-03,31,tax optimization;estate planning;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C4139,82,Retired,14458,Married,1,381,16871,1563,5,93318,Estate Planning,15,483081,1,6,9,6,Email,Monthly,2025-11-05,30,budgeting;savings strategies;investment allocation;emergency fund;long-term care,treasury bonds;money market;CDs,3
+C4140,69,Retired,108439,Single,0,440,103543,5089,6,612107,Retirement,1,1264468,3,7,8,4,Email,Annual,2025-09-12,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,3
+C4141,19,Student,10616,Married,0,328,26294,924,2,4033,Education,3,174399,5,3,6,6,App,Biannual,2025-07-31,34,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4142,55,Salaried,212851,Married,2,512,213051,13213,4,526885,Retirement,10,3613442,3,9,7,4,Phone,Biannual,2025-04-14,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4143,23,Student,10639,Divorced,1,378,6746,991,1,1136,Emergency Fund,1,4851,7,5,3,6,App,Quarterly,2024-11-03,40,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C4144,35,Salaried,70172,Married,2,435,171345,5997,3,71727,Business Investment,7,328322,5,8,5,5,In-Person,Monthly,2024-09-26,41,tax optimization;estate planning;risk management;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4145,58,Self-Employed,224331,Married,0,477,277232,14152,1,875288,Wealth Accumulation,5,250388,9,8,2,3,Chat,Biannual,2025-07-05,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4146,24,Student,16350,Married,1,355,26531,1884,3,1931,Emergency Fund,1,6408,5,5,6,6,Email,Quarterly,2024-08-13,30,budgeting;savings strategies;insurance review;social security;tax strategies,index funds;blue-chip stocks;corporate bonds,3
+C4147,74,Retired,64656,Divorced,0,378,70631,4307,3,372709,Healthcare,5,116566,5,9,5,7,Email,Monthly,2025-04-07,54,tax optimization;estate planning;business succession;medicare;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4148,78,Retired,73708,Married,0,422,70452,5048,6,660260,Healthcare,10,55413,2,7,9,5,In-Person,Quarterly,2025-09-21,39,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,2
+C4149,24,Self-Employed,112630,Married,0,443,121985,7531,1,49996,Emergency Fund,1,49245,9,9,1,6,App,Quarterly,2025-06-20,35,tax optimization;estate planning;credit score;tax-efficient investing;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4150,47,Salaried,89268,Divorced,0,472,167707,3401,3,200061,Business Investment,10,303518,4,7,7,5,In-Person,Biannual,2025-11-19,39,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C4151,32,Salaried,138603,Married,2,481,332104,11811,5,96450,Retirement,30,6499454,5,7,5,6,Chat,Quarterly,2025-08-19,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4152,21,Student,8808,Single,0,326,9054,752,3,1567,Education,3,173203,6,4,6,6,Phone,Quarterly,2025-11-19,30,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4153,36,Salaried,235401,Married,2,455,341569,19669,4,201921,Retirement,33,9448504,5,6,6,5,Email,Monthly,2025-10-16,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4154,19,Student,15451,Married,0,381,17285,1467,1,3102,Emergency Fund,2,6921,7,3,3,7,App,Quarterly,2025-04-18,30,budgeting;savings strategies;business succession;retirement income,growth stocks;sector ETFs;crypto assets,4
+C4155,60,Self-Employed,79343,Married,0,442,24195,6713,3,273538,Retirement,1,942571,5,6,6,4,In-Person,Biannual,2024-09-11,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4156,34,Self-Employed,227069,Single,1,459,583208,16277,2,213735,Retirement,27,7139626,10,9,2,5,Email,Quarterly,2025-09-24,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4157,64,Salaried,189363,Single,0,451,90385,9728,4,1116600,Healthcare,5,171306,6,7,5,7,Phone,Ad-hoc,2025-03-31,39,budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,3
+C4158,41,Salaried,175392,Divorced,0,485,395923,7159,3,240536,Education,3,161663,8,8,3,7,Email,Monthly,2025-07-08,52,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4159,44,Self-Employed,127261,Married,1,462,221770,6464,4,261082,Wealth Accumulation,20,169265,8,7,4,7,Email,Quarterly,2025-09-07,38,investment strategies;budgeting;savings strategies;charitable giving;college funding,growth stocks;sector ETFs;crypto assets,4
+C4160,38,Salaried,222853,Divorced,1,494,445571,12848,3,203664,Business Investment,5,254882,6,8,5,8,Chat,Monthly,2025-12-07,51,tax optimization;estate planning;credit score;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4161,34,Salaried,117189,Married,2,476,242137,9788,5,80071,Home Purchase,2,488665,5,6,6,7,Email,Quarterly,2025-02-16,44,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4162,45,Salaried,236222,Single,0,482,657339,11451,4,496921,Home Purchase,2,1304344,6,10,6,6,App,Biannual,2025-04-16,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4163,24,Salaried,80997,Widowed,1,416,136762,4586,1,17946,Education,1,109246,8,5,3,7,Phone,Quarterly,2025-10-05,33,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4164,41,Salaried,199870,Married,3,505,424910,20384,4,262349,Retirement,24,6914911,7,9,5,6,Email,Monthly,2024-10-10,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4165,60,Retired,92575,Single,0,441,29432,5038,6,367345,Healthcare,20,158027,3,9,9,7,In-Person,Annual,2025-09-06,39,tax optimization;estate planning;retirement income;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C4166,68,Retired,71246,Single,2,418,107990,4232,4,341694,Retirement,1,680705,2,8,9,6,Email,Biannual,2024-10-22,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4167,71,Retired,88598,Married,2,417,32577,8320,4,639602,Retirement,1,918789,3,8,7,6,App,Quarterly,2024-10-19,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4168,22,Student,18941,Single,0,381,42785,1749,4,968,Education,7,117294,5,4,7,8,App,Monthly,2025-05-16,37,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4169,50,Unemployed,2997,Married,1,364,5579,500,5,2504,Healthcare,20,56286,1,8,10,4,Phone,Annual,2025-04-08,37,tax optimization;estate planning;college funding;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C4170,46,Salaried,49475,Married,2,452,156478,5448,2,76295,Business Investment,15,259856,7,8,4,4,App,Biannual,2024-10-14,27,tax optimization;estate planning;social security;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4171,60,Salaried,160701,Married,1,500,216810,10480,8,583586,Retirement,1,1752233,3,9,8,7,Email,Ad-hoc,2025-07-23,55,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,4
+C4172,66,Retired,91195,Divorced,0,457,93327,4524,3,387152,Estate Planning,10,1113189,4,8,8,4,Chat,Annual,2024-10-15,34,tax optimization;estate planning;retirement income;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4173,55,Salaried,121851,Single,0,492,151536,7815,7,324079,Healthcare,5,226157,3,8,7,7,Phone,Ad-hoc,2024-11-21,42,tax optimization;estate planning;retirement income;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C4174,23,Unemployed,4110,Divorced,2,347,6761,500,1,2030,Travel,2,25871,7,6,3,8,App,Monthly,2024-10-10,48,budgeting;savings strategies;medicare;emergency fund;risk management,growth stocks;sector ETFs;crypto assets,3
+C4175,69,Retired,75722,Widowed,1,446,99593,4887,2,377489,Estate Planning,5,1583716,6,8,5,3,App,Annual,2024-10-29,29,tax optimization;estate planning;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4176,50,Unemployed,770,Single,0,366,692,500,5,1062,Estate Planning,10,476048,1,6,9,4,Email,Biannual,2025-11-07,24,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C4177,22,Student,16051,Divorced,1,371,27037,1466,2,2173,Debt Reduction,1,27891,6,7,4,6,App,Quarterly,2024-10-29,34,debt payoff strategies;budgeting;savings strategies;long-term care;insurance review,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4178,44,Self-Employed,116237,Divorced,1,477,327792,5349,1,335553,Home Purchase,5,586227,9,8,1,5,Chat,Ad-hoc,2024-09-23,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4179,24,Student,13254,Married,0,342,14358,1179,3,498,Home Purchase,3,57913,6,6,6,7,App,Monthly,2024-09-28,36,mortgage options;down payment;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4180,45,Self-Employed,132537,Married,1,460,373989,7751,5,362958,Retirement,23,3943725,6,9,5,7,Email,Quarterly,2025-08-25,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4181,73,Retired,20867,Married,1,392,21604,2358,5,131902,Healthcare,10,128946,2,6,10,4,Phone,Monthly,2024-07-04,25,budgeting;savings strategies;business succession;long-term care,treasury bonds;money market;CDs,3
+C4182,32,Unemployed,75,Married,0,335,104,500,3,645,Retirement,35,3174,5,5,6,6,Email,Monthly,2024-07-27,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4183,26,Self-Employed,187246,Married,2,443,159561,10933,1,97251,Retirement,38,7657735,10,7,1,8,Email,Quarterly,2024-09-15,57,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4184,56,Salaried,206406,Married,0,497,134085,8768,4,671431,Estate Planning,7,1835178,4,8,6,7,Phone,Quarterly,2024-08-20,53,tax optimization;estate planning;risk management;long-term care;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4185,41,Self-Employed,233551,Married,2,498,340224,20529,3,552638,Home Purchase,7,945264,8,10,3,6,Email,Quarterly,2025-02-27,53,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4186,35,Salaried,125400,Divorced,0,458,243784,7917,4,89187,Education,4,122103,7,9,4,7,App,Quarterly,2024-12-14,53,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4187,22,Self-Employed,194478,Divorced,1,444,363888,14375,1,45130,Travel,2,12706,9,7,1,8,App,Quarterly,2024-08-08,39,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,4
+C4188,31,Salaried,187749,Divorced,2,467,609108,15056,3,138800,Home Purchase,2,847842,7,8,4,6,Email,Quarterly,2025-04-01,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4189,18,Student,14883,Single,1,331,22839,1325,2,3196,Travel,3,20504,6,3,5,6,App,Biannual,2025-05-06,28,budgeting;savings strategies;insurance review;social security;medicare,index funds;blue-chip stocks;corporate bonds,3
+C4190,32,Salaried,158624,Married,2,437,672463,15194,3,93991,Home Purchase,2,736493,9,8,3,8,Email,Monthly,2024-11-28,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4191,30,Salaried,150355,Single,2,425,335204,8530,5,76331,Emergency Fund,1,69745,6,6,6,5,Email,Annual,2024-10-03,32,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,3
+C4192,63,Retired,121078,Married,0,430,39097,5385,8,587771,Retirement,1,1539610,3,8,8,5,In-Person,Ad-hoc,2025-10-05,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4193,45,Salaried,246611,Married,2,468,541939,20962,1,607161,Retirement,24,9040741,9,8,2,8,App,Biannual,2024-08-23,60,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4194,47,Salaried,154795,Married,2,512,330246,11929,5,288515,Wealth Accumulation,20,195192,7,10,5,8,App,Biannual,2024-10-19,57,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4195,37,Salaried,188964,Divorced,0,494,472122,7067,4,245185,Wealth Accumulation,3,84086,6,8,5,4,App,Biannual,2024-10-13,34,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4196,22,Student,14125,Divorced,2,354,12274,1532,1,494,Debt Reduction,2,14784,8,6,3,6,App,Ad-hoc,2024-07-04,30,debt payoff strategies;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C4197,63,Retired,94154,Single,0,434,107021,4502,2,340196,Retirement,1,969104,5,6,5,7,In-Person,Quarterly,2025-07-29,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4198,74,Retired,50182,Married,1,383,42594,4889,5,304343,Healthcare,7,178820,1,8,10,4,In-Person,Quarterly,2024-12-25,31,tax optimization;estate planning;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C4199,45,Self-Employed,223831,Married,1,490,426237,18774,3,565214,Education,3,118190,7,9,4,4,In-Person,Quarterly,2025-09-25,36,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C4200,77,Retired,80850,Married,1,379,137802,7022,5,765984,Healthcare,7,160243,5,10,7,4,Email,Biannual,2025-12-20,40,tax optimization;estate planning;business succession;risk management;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4201,46,Salaried,208524,Married,1,489,773767,10046,3,309084,Retirement,17,5831064,7,8,4,7,App,Monthly,2025-10-19,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4202,57,Salaried,125517,Married,1,477,137643,7587,5,463351,Retirement,9,2724900,6,10,5,7,In-Person,Annual,2025-03-22,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4203,65,Self-Employed,220250,Single,1,452,61293,12586,2,1567463,Estate Planning,15,1947549,8,8,3,7,Phone,Monthly,2025-12-16,41,tax optimization;estate planning;investment allocation;credit score;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4204,61,Self-Employed,36873,Married,2,417,23955,3473,5,235273,Healthcare,10,111147,3,9,8,6,Phone,Quarterly,2025-10-21,35,tax optimization;estate planning;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C4205,42,Self-Employed,48590,Divorced,0,448,118392,3884,2,73039,Retirement,23,1373493,8,8,3,7,Email,Quarterly,2025-07-06,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C4206,60,Salaried,62805,Married,1,424,76557,6552,3,240722,Healthcare,7,232513,6,5,5,7,In-Person,Annual,2025-03-07,45,budgeting;savings strategies;college funding;charitable giving;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C4207,61,Salaried,238740,Married,2,459,192592,18800,6,1022185,Healthcare,7,229095,5,10,7,6,Phone,Quarterly,2024-09-14,41,tax optimization;estate planning;business succession;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4208,22,Salaried,82883,Married,0,426,75928,4913,1,16971,Travel,5,29510,9,7,1,7,App,Ad-hoc,2025-12-22,51,budgeting;savings strategies;retirement income;emergency fund;estate planning,growth stocks;sector ETFs;crypto assets,2
+C4209,23,Student,10770,Married,0,354,21354,964,2,2968,Education,4,132969,6,6,4,6,App,Biannual,2024-09-10,37,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4210,31,Self-Employed,123330,Single,0,445,303637,6410,1,62624,Emergency Fund,1,105011,9,8,1,6,In-Person,Quarterly,2025-11-26,47,tax optimization;estate planning;medicare;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4211,63,Self-Employed,47641,Married,1,425,20408,5008,3,335414,Estate Planning,7,419876,7,6,5,8,Email,Quarterly,2024-12-25,52,budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets,3
+C4212,60,Self-Employed,296896,Single,0,451,427949,16539,4,1488927,Retirement,9,6492792,6,6,5,5,Email,Monthly,2025-11-30,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4213,77,Retired,29887,Widowed,1,364,36354,3028,4,272764,Estate Planning,5,1261283,4,8,8,3,Email,Biannual,2024-12-21,21,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4214,44,Self-Employed,94687,Single,0,429,280183,3260,1,179782,Wealth Accumulation,5,52481,8,9,3,5,Phone,Monthly,2025-02-20,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4215,42,Salaried,95589,Single,0,434,295650,4481,3,171817,Home Purchase,1,361127,5,8,5,7,Email,Monthly,2025-02-26,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4216,29,Unemployed,2030,Married,2,342,2247,500,2,2513,Wealth Accumulation,15,2721,7,6,4,6,Email,Quarterly,2024-09-20,30,investment strategies;budgeting;savings strategies;college funding;social security,growth stocks;sector ETFs;crypto assets,4
+C4217,33,Salaried,239565,Married,1,453,257901,20729,5,204633,Retirement,28,7957497,6,9,5,5,Email,Quarterly,2024-11-16,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4218,21,Unemployed,2079,Single,0,346,2634,500,3,19,Education,4,158977,6,5,5,7,App,Ad-hoc,2025-04-13,39,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4219,66,Retired,93475,Married,1,414,44975,7485,3,368313,Estate Planning,15,996887,5,10,6,7,Chat,Biannual,2025-09-19,57,tax optimization;estate planning;retirement income;investment allocation;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4220,54,Salaried,195779,Married,0,500,133788,10832,4,435788,Retirement,10,4231350,6,8,5,6,In-Person,Quarterly,2025-04-26,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4221,71,Retired,38898,Married,1,416,25474,3867,5,310444,Healthcare,7,141715,1,8,9,3,Phone,Annual,2025-10-28,29,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,2
+C4222,25,Student,16845,Divorced,1,380,16233,1484,2,244,Debt Reduction,1,28432,6,6,5,8,App,Ad-hoc,2024-10-31,53,debt payoff strategies;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C4223,24,Student,16015,Single,0,389,11765,1329,2,703,Emergency Fund,1,12733,5,6,5,8,Chat,Monthly,2024-07-21,40,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C4224,52,Salaried,201399,Single,0,520,51720,11444,7,373050,Retirement,14,4296789,3,8,8,8,Email,Quarterly,2024-10-31,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4225,51,Self-Employed,109266,Married,0,489,143572,6177,5,241032,Retirement,16,2462785,4,8,7,4,App,Ad-hoc,2024-07-15,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4226,46,Salaried,149587,Divorced,0,492,433865,5276,6,221453,Wealth Accumulation,3,243106,5,8,6,7,App,Monthly,2025-05-03,51,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4227,52,Self-Employed,78707,Married,1,462,38130,4652,2,277866,Healthcare,5,236800,7,10,4,6,Email,Monthly,2025-02-21,45,tax optimization;estate planning;college funding;risk management;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4228,65,Retired,54939,Married,0,422,67537,4978,3,232248,Estate Planning,7,1300098,3,10,7,3,In-Person,Biannual,2025-10-02,27,tax optimization;estate planning;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C4229,44,Salaried,123118,Married,3,478,434450,8810,3,204218,Retirement,17,3791496,6,9,4,4,Email,Annual,2025-07-05,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4230,35,Unemployed,4709,Divorced,1,354,20127,500,2,3542,Home Purchase,3,31286,5,6,5,4,Phone,Biannual,2024-11-16,27,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4231,21,Student,17370,Married,0,351,34664,1570,2,1350,Education,3,174924,7,4,4,7,Chat,Quarterly,2025-09-06,43,education savings;529 plans;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4232,24,Student,14330,Widowed,1,358,14854,1277,2,3208,Travel,2,29723,6,5,5,6,App,Quarterly,2025-04-22,30,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C4233,84,Retired,52382,Married,2,386,21318,5421,4,368183,Travel,1,11511,3,9,8,4,In-Person,Biannual,2025-02-06,34,tax optimization;estate planning;tax strategies;investment allocation;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C4234,62,Salaried,216029,Married,0,464,286890,10432,3,1161300,Wealth Accumulation,7,219194,7,10,4,3,Phone,Biannual,2025-03-13,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4235,22,Salaried,161044,Single,0,461,142970,5592,2,39411,Debt Reduction,1,93678,9,6,2,7,In-Person,Quarterly,2025-05-11,35,debt payoff strategies;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4236,48,Unemployed,2700,Single,0,364,5247,500,4,571,Retirement,12,54263,2,7,9,5,App,Quarterly,2024-10-13,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4237,23,Self-Employed,36494,Single,0,407,66290,3025,2,10426,Education,4,158015,7,5,4,5,App,Biannual,2024-08-14,32,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,2
+C4238,34,Salaried,135961,Divorced,1,439,352992,7272,4,101266,Debt Reduction,2,259806,5,8,6,6,App,Annual,2025-10-30,41,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4239,58,Salaried,115409,Single,0,465,138584,6789,4,415011,Healthcare,20,279462,7,9,4,3,In-Person,Quarterly,2025-01-05,28,tax optimization;estate planning;retirement income;insurance review;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4240,66,Retired,122836,Married,2,446,171158,11184,9,536040,Emergency Fund,3,119621,2,9,10,3,In-Person,Annual,2024-08-12,25,tax optimization;estate planning;tax-efficient investing;long-term care;social security,treasury bonds;money market;CDs;tax-efficient funds,2
+C4241,56,Salaried,116011,Married,1,470,77119,6318,7,320877,Estate Planning,7,717768,4,10,7,5,In-Person,Quarterly,2025-09-09,38,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4242,80,Retired,20623,Married,0,343,14923,2158,2,116292,Retirement,1,199705,3,6,7,6,App,Quarterly,2024-12-27,30,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4243,32,Self-Employed,127569,Married,1,449,365135,9285,3,99544,Retirement,34,4956836,7,7,3,8,Chat,Monthly,2025-03-13,50,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,4
+C4244,35,Unemployed,92,Married,1,370,150,500,5,2924,Retirement,25,2754,3,6,9,6,App,Quarterly,2024-12-05,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4245,19,Student,9819,Single,2,374,13397,1056,2,3712,Home Purchase,2,54071,6,6,6,8,App,Quarterly,2025-03-09,54,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4246,65,Retired,75291,Divorced,0,411,76550,3582,3,322749,Emergency Fund,1,69421,4,9,6,7,Email,Biannual,2025-03-17,48,tax optimization;estate planning;business succession;tax strategies;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4247,38,Salaried,181040,Married,2,440,306697,18197,3,301338,Business Investment,7,73287,7,8,4,6,Email,Annual,2025-02-06,33,tax optimization;estate planning;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4248,35,Unemployed,2253,Single,1,332,4545,500,2,3829,Education,3,155717,5,6,5,4,In-Person,Annual,2025-10-27,26,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4249,49,Self-Employed,162815,Divorced,0,468,410232,6462,1,511730,Home Purchase,7,747192,9,10,1,5,App,Quarterly,2025-04-24,43,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4250,66,Retired,45749,Married,0,404,31667,4667,5,228872,Retirement,1,459406,2,6,9,7,Email,Quarterly,2025-07-10,44,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4251,29,Salaried,122923,Married,2,412,116957,10304,4,62307,Emergency Fund,1,68637,6,8,5,6,In-Person,Quarterly,2025-10-15,40,tax optimization;estate planning;business succession;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4252,64,Unemployed,4338,Married,2,371,6895,502,4,1140,Wealth Accumulation,7,6245,1,6,10,6,Email,Monthly,2025-05-12,43,investment strategies;budgeting;savings strategies;tax-efficient investing;emergency fund,treasury bonds;money market;CDs,2
+C4253,61,Retired,103507,Married,1,415,91617,6605,5,365803,Retirement,4,1302057,4,9,8,6,Email,Annual,2024-08-22,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4254,35,Unemployed,4017,Single,2,366,8407,500,4,3154,Retirement,34,210511,2,5,8,7,Phone,Annual,2024-10-17,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C4255,22,Self-Employed,157542,Divorced,0,393,316208,7278,1,43694,Debt Reduction,1,303801,10,7,2,8,Chat,Monthly,2025-07-18,55,debt payoff strategies;budgeting;savings strategies;medicare;retirement income,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4256,62,Retired,120384,Married,1,469,119359,7056,4,416574,Estate Planning,7,1605485,6,7,6,5,Phone,Quarterly,2024-10-08,40,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C4257,29,Self-Employed,87655,Divorced,1,446,121752,5346,2,55481,Debt Reduction,2,140452,7,6,4,5,Email,Monthly,2025-04-23,27,debt payoff strategies;budgeting;savings strategies;charitable giving;long-term care,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4258,42,Self-Employed,270416,Married,1,488,874067,15081,4,593955,Retirement,24,8591765,6,8,5,8,App,Monthly,2025-09-16,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4259,72,Retired,69732,Married,2,414,92329,6581,4,557176,Retirement,1,772504,4,8,8,7,App,Quarterly,2025-07-22,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4260,23,Student,16232,Married,0,384,29471,1519,2,2144,Emergency Fund,3,11492,6,5,4,5,App,Monthly,2024-09-15,35,budgeting;savings strategies;college funding;medicare;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C4261,26,Salaried,211383,Married,1,433,237153,12757,2,96361,Retirement,38,11207343,8,9,3,6,In-Person,Annual,2025-07-21,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4262,23,Salaried,96410,Married,1,402,56014,6526,3,28780,Travel,1,16490,8,6,4,7,App,Monthly,2025-12-20,45,budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,4
+C4263,82,Retired,55796,Single,0,367,75940,3842,5,375765,Retirement,1,567415,3,9,9,3,In-Person,Ad-hoc,2025-02-16,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4264,80,Retired,29839,Married,0,408,22478,2916,4,220256,Estate Planning,10,416474,5,7,7,5,Email,Quarterly,2025-04-05,39,budgeting;savings strategies;risk management;emergency fund,index funds;blue-chip stocks;corporate bonds,2
+C4265,50,Salaried,105169,Married,0,488,109515,4390,4,150526,Travel,1,14537,6,9,5,6,In-Person,Biannual,2025-06-01,46,tax optimization;estate planning;college funding;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4266,36,Salaried,234150,Married,1,494,522158,17777,4,334064,Wealth Accumulation,20,247158,7,6,4,8,Chat,Monthly,2024-10-27,52,investment strategies;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets,4
+C4267,41,Self-Employed,224338,Married,3,441,614948,16693,1,327567,Retirement,25,9326317,9,7,1,7,In-Person,Quarterly,2025-01-01,50,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4268,40,Salaried,202228,Divorced,0,479,403869,9948,1,374335,Retirement,29,8846822,8,10,2,4,Phone,Biannual,2025-03-09,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4269,80,Retired,53228,Widowed,0,378,73470,3563,3,333776,Retirement,1,492757,4,8,6,3,Email,Quarterly,2024-11-05,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4270,71,Retired,50152,Married,1,425,48874,4017,2,388568,Retirement,1,478046,6,8,5,4,In-Person,Biannual,2024-12-02,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4271,29,Salaried,186925,Married,2,421,223921,14812,1,100313,Home Purchase,1,821687,9,8,2,7,Phone,Annual,2025-01-18,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4272,58,Self-Employed,129754,Divorced,1,449,47403,5198,8,467955,Retirement,11,2311953,4,10,8,6,In-Person,Biannual,2024-08-03,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4273,48,Self-Employed,286814,Single,1,458,537226,13989,5,935939,Retirement,14,6639431,7,9,5,7,Email,Annual,2025-03-30,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4274,44,Self-Employed,160402,Married,2,460,408262,13291,3,346980,Retirement,25,6090981,7,9,3,7,In-Person,Annual,2025-06-22,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4275,40,Salaried,233427,Married,3,463,444930,16232,1,276746,Retirement,25,6758755,9,10,1,7,Phone,Quarterly,2025-02-02,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4276,62,Retired,22765,Married,2,434,11566,2920,3,120913,Retirement,1,211349,3,7,9,4,Phone,Ad-hoc,2025-08-27,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4277,85,Retired,33645,Divorced,1,344,19709,2428,7,371115,Estate Planning,3,1219324,2,7,10,4,In-Person,Biannual,2025-10-25,24,budgeting;savings strategies;credit score;long-term care;business succession,treasury bonds;money market;CDs,3
+C4278,24,Salaried,53529,Married,0,442,74948,4849,2,13870,Education,2,156623,7,6,3,8,App,Quarterly,2024-09-08,54,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4279,82,Retired,63977,Divorced,1,361,122747,5901,3,396738,Travel,3,20689,6,8,5,5,Phone,Quarterly,2025-08-11,41,tax optimization;estate planning;tax strategies;long-term care;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4280,83,Retired,40930,Married,1,360,34512,3879,5,369772,Emergency Fund,1,31853,3,8,7,7,Email,Monthly,2024-09-23,44,tax optimization;estate planning;medicare,treasury bonds;money market;CDs;tax-efficient funds,4
+C4281,51,Self-Employed,102712,Married,1,442,66929,5151,3,340097,Wealth Accumulation,15,81575,7,9,3,4,Email,Monthly,2025-03-16,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4282,24,Unemployed,4520,Divorced,1,334,8102,500,2,1857,Education,4,120128,6,6,5,6,Email,Biannual,2024-08-13,35,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4283,41,Salaried,54179,Single,1,460,189117,5003,4,100549,Education,4,141443,5,6,6,7,Phone,Ad-hoc,2024-10-15,40,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4284,27,Salaried,75400,Married,0,442,77527,4044,2,34638,Home Purchase,7,370055,7,7,5,7,Email,Quarterly,2024-10-29,48,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4285,37,Salaried,89898,Single,0,478,132700,4401,5,119634,Wealth Accumulation,7,97084,4,9,8,7,Chat,Quarterly,2025-01-23,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4286,66,Retired,94762,Married,2,414,60061,6097,3,594777,Emergency Fund,3,89815,6,7,4,4,Phone,Biannual,2025-01-21,29,budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds,3
+C4287,20,Student,9951,Married,0,368,7873,997,2,3695,Travel,1,7254,6,3,5,8,App,Biannual,2025-12-02,48,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,4
+C4288,33,Self-Employed,54222,Married,1,428,171770,5667,3,56019,Home Purchase,1,310480,5,6,5,5,App,Biannual,2025-05-03,30,mortgage options;down payment;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4289,57,Self-Employed,37030,Married,2,431,44932,3802,5,123457,Retirement,3,533346,2,7,9,8,App,Quarterly,2025-02-09,54,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4290,46,Salaried,152097,Divorced,0,477,399919,9096,3,304472,Retirement,23,5721237,7,7,3,7,App,Quarterly,2025-10-12,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4291,44,Self-Employed,145590,Married,3,482,376917,14119,3,284924,Retirement,17,4129966,7,8,5,5,In-Person,Quarterly,2024-07-19,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4292,53,Salaried,54302,Married,0,472,78691,3830,3,108824,Healthcare,20,171505,4,8,7,5,In-Person,Quarterly,2024-12-04,31,tax optimization;estate planning;risk management;insurance review;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4293,54,Salaried,253208,Married,2,486,303845,19517,7,767789,Estate Planning,5,1494243,3,10,8,3,In-Person,Biannual,2025-12-16,28,tax optimization;estate planning;risk management;tax strategies;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C4294,30,Salaried,170197,Married,0,423,517781,9744,2,85671,Debt Reduction,2,226304,8,10,3,7,App,Quarterly,2025-04-16,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C4295,24,Self-Employed,108252,Married,1,437,66770,5903,3,36160,Home Purchase,5,674532,8,7,4,8,App,Biannual,2024-12-28,45,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4296,62,Retired,131555,Single,0,475,216649,7932,6,540102,Healthcare,10,75532,1,7,10,6,Phone,Monthly,2025-04-08,37,budgeting;savings strategies;long-term care;business succession,treasury bonds;money market;CDs,3
+C4297,75,Retired,68253,Single,0,430,78080,5606,2,360909,Retirement,1,621497,6,8,4,5,In-Person,Quarterly,2024-10-05,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4298,28,Salaried,60216,Single,0,448,89021,4092,2,27559,Retirement,36,3202828,7,7,3,6,App,Quarterly,2025-07-01,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C4299,56,Self-Employed,104131,Single,0,440,81851,4179,6,441784,Retirement,5,1368632,5,8,6,7,In-Person,Monthly,2024-12-14,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4300,27,Self-Employed,156020,Divorced,1,429,221907,10959,1,91616,Emergency Fund,2,49388,9,7,2,6,App,Annual,2025-05-11,46,budgeting;savings strategies;long-term care;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C4301,58,Salaried,70224,Single,0,481,17072,4501,6,289194,Travel,3,25754,4,8,8,5,App,Ad-hoc,2025-10-15,40,tax optimization;estate planning;tax strategies;charitable giving;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4302,77,Retired,22992,Single,0,406,34382,1731,3,196635,Estate Planning,15,808993,4,7,7,5,Phone,Quarterly,2025-05-23,33,budgeting;savings strategies;medicare;business succession;college funding,index funds;blue-chip stocks;corporate bonds,3
+C4303,74,Retired,99928,Divorced,0,386,71528,6919,3,483696,Healthcare,15,250291,4,7,7,7,App,Biannual,2025-06-10,49,budgeting;savings strategies;risk management;college funding,index funds;blue-chip stocks;corporate bonds,3
+C4304,61,Salaried,236676,Married,0,485,216806,19819,5,1129232,Retirement,2,3162226,4,8,6,4,Email,Ad-hoc,2025-01-31,25,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4305,72,Retired,62257,Married,2,420,92693,6922,4,491104,Healthcare,10,133260,1,6,9,6,Phone,Monthly,2025-08-18,39,budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C4306,58,Self-Employed,117004,Married,1,457,82335,6421,5,574701,Wealth Accumulation,7,178059,5,9,6,8,Phone,Monthly,2025-12-01,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4307,47,Salaried,119150,Single,0,461,309115,3956,6,246465,Retirement,16,3506893,5,9,6,6,Email,Monthly,2025-05-10,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4308,30,Self-Employed,302732,Single,0,451,741650,18013,3,223313,Debt Reduction,2,304165,8,9,3,7,In-Person,Biannual,2025-08-05,46,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4309,66,Retired,43635,Single,0,427,37050,3140,3,268445,Travel,2,12227,5,9,5,5,Email,Annual,2025-03-20,40,tax optimization;estate planning;retirement income;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4310,66,Retired,56375,Married,0,403,63219,5196,4,362032,Travel,2,26614,3,7,7,4,Email,Biannual,2025-03-20,31,budgeting;savings strategies;social security,treasury bonds;money market;CDs,3
+C4311,62,Salaried,46453,Single,0,449,46156,3402,2,150819,Retirement,2,653355,6,9,4,6,Email,Quarterly,2024-12-16,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4312,35,Salaried,106326,Divorced,1,473,265661,5803,4,130303,Retirement,28,4119656,5,9,6,7,Phone,Annual,2024-08-30,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4313,65,Retired,72864,Married,0,425,41820,5609,4,426584,Healthcare,7,233608,5,8,7,3,Email,Biannual,2024-07-26,28,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4314,54,Self-Employed,319040,Married,0,488,238700,24563,6,917479,Retirement,14,8085259,6,9,6,5,In-Person,Quarterly,2025-11-02,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4315,46,Unemployed,907,Divorced,0,391,1703,500,3,3645,Retirement,23,30292,4,8,7,5,App,Monthly,2024-10-13,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4316,20,Unemployed,938,Married,0,323,1763,500,2,3961,Emergency Fund,2,815,5,5,6,6,Email,Quarterly,2025-04-11,41,budgeting;savings strategies;emergency fund;business succession,index funds;blue-chip stocks;corporate bonds,4
+C4317,31,Self-Employed,52736,Married,1,408,103365,4430,4,32455,Debt Reduction,1,87130,5,6,7,8,Phone,Quarterly,2025-09-16,53,debt payoff strategies;budgeting;savings strategies;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4318,39,Salaried,114940,Married,3,446,366532,11221,7,150544,Home Purchase,7,437721,5,7,7,5,App,Biannual,2025-04-07,34,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4319,46,Salaried,153557,Married,2,486,540805,15983,2,326790,Business Investment,15,356227,8,9,3,4,Email,Ad-hoc,2025-01-17,30,tax optimization;estate planning;social security;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4320,58,Self-Employed,169282,Married,1,451,182428,13060,4,820588,Healthcare,7,163579,5,9,7,6,In-Person,Quarterly,2025-11-03,51,tax optimization;estate planning;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4321,64,Salaried,249388,Divorced,1,448,79185,17225,3,1147363,Retirement,1,2512714,7,10,4,4,Chat,Biannual,2025-03-02,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4322,54,Salaried,197722,Widowed,0,471,39768,10723,5,494794,Retirement,15,5248286,5,8,6,6,Chat,Quarterly,2025-09-04,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4323,42,Salaried,125270,Married,3,489,446616,11233,3,152492,Business Investment,5,192526,7,8,5,6,In-Person,Biannual,2025-05-18,46,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C4324,19,Student,15206,Married,0,358,9620,1479,2,4547,Education,3,150535,6,4,6,6,In-Person,Monthly,2024-10-23,37,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4325,18,Student,4350,Single,2,349,8892,500,3,4599,Travel,3,13587,6,3,6,7,Chat,Quarterly,2025-04-23,34,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C4326,60,Salaried,127397,Widowed,0,479,118881,5062,4,382523,Healthcare,10,61633,7,8,4,6,Email,Biannual,2024-10-16,44,tax optimization;estate planning;business succession;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4327,44,Unemployed,2715,Divorced,0,366,5442,500,4,4979,Business Investment,10,364373,3,8,8,4,Email,Biannual,2025-02-22,31,tax optimization;estate planning;long-term care,treasury bonds;money market;CDs;tax-efficient funds,2
+C4328,57,Salaried,197885,Married,0,454,226456,10947,2,740217,Wealth Accumulation,7,162128,8,9,2,3,Phone,Annual,2025-07-07,23,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4329,36,Salaried,164043,Widowed,0,463,285618,8453,2,231705,Education,4,161552,8,10,2,8,Email,Quarterly,2024-10-31,51,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4330,62,Retired,61241,Widowed,1,429,20390,3779,5,337541,Wealth Accumulation,5,51861,3,7,7,4,Phone,Annual,2025-05-02,30,investment strategies;budgeting;savings strategies;investment allocation,treasury bonds;money market;CDs,3
+C4331,43,Unemployed,4376,Married,3,377,8700,556,3,3434,Wealth Accumulation,7,3967,5,7,6,5,In-Person,Biannual,2025-02-06,37,investment strategies;budgeting;savings strategies;business succession;credit score,index funds;blue-chip stocks;corporate bonds,3
+C4332,36,Salaried,231887,Single,0,459,497512,15170,3,251240,Home Purchase,3,1391046,6,9,5,7,Email,Biannual,2025-07-10,55,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4333,42,Unemployed,993,Married,1,362,3905,500,3,1025,Wealth Accumulation,10,1477,3,6,8,7,Email,Quarterly,2024-10-27,33,investment strategies;budgeting;savings strategies;investment allocation;credit score,treasury bonds;money market;CDs,3
+C4334,32,Salaried,55002,Divorced,2,405,103422,4238,2,49751,Retirement,29,2137703,8,9,4,5,App,Quarterly,2025-10-24,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C4335,69,Retired,79534,Single,2,449,78190,5124,6,581562,Healthcare,5,206596,3,7,9,5,Phone,Quarterly,2024-08-24,31,budgeting;savings strategies;risk management;long-term care;social security,treasury bonds;money market;CDs,2
+C4336,49,Salaried,76894,Married,2,463,265258,5555,3,133067,Education,3,134930,6,8,5,7,Email,Monthly,2025-04-02,49,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C4337,47,Salaried,152470,Single,2,496,459678,7656,3,235659,Retirement,18,4822055,6,10,4,6,App,Quarterly,2025-01-19,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4338,20,Student,13667,Single,0,345,11258,1221,2,268,Education,5,114885,7,4,5,5,App,Biannual,2025-03-06,31,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4339,43,Salaried,251326,Widowed,1,506,603867,12912,4,440752,Wealth Accumulation,10,118653,5,8,6,7,App,Monthly,2025-01-18,38,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4340,69,Retired,103359,Married,2,422,56149,8551,4,660100,Retirement,1,1218769,6,10,6,7,Email,Quarterly,2025-02-07,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4341,78,Retired,45788,Married,0,420,14645,4446,3,451051,Estate Planning,10,1154797,5,9,6,5,Phone,Annual,2025-09-13,37,tax optimization;estate planning;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4342,85,Retired,36299,Married,1,372,38513,3959,4,317507,Healthcare,7,152506,3,7,8,3,Email,Ad-hoc,2024-07-10,23,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,3
+C4343,31,Self-Employed,46040,Married,2,398,149706,4386,3,40420,Emergency Fund,2,33385,6,8,6,4,Email,Monthly,2024-11-10,28,tax optimization;estate planning;long-term care;risk management;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4344,55,Self-Employed,90954,Married,2,476,92321,8377,5,366298,Retirement,6,1638943,3,7,8,3,Email,Quarterly,2025-04-30,20,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4345,50,Self-Employed,200314,Divorced,0,489,245198,12698,4,472547,Retirement,19,6799521,6,10,5,3,Email,Quarterly,2025-01-25,24,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,1
+C4346,56,Salaried,181867,Married,1,477,137499,11284,6,543958,Retirement,12,4380008,4,10,8,4,App,Biannual,2025-02-16,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4347,53,Self-Employed,284269,Married,0,498,184374,19950,2,833268,Healthcare,7,184661,9,10,2,5,Email,Quarterly,2024-11-12,37,tax optimization;estate planning;investment allocation;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4348,30,Self-Employed,60773,Married,1,420,236125,5805,2,25582,Home Purchase,5,358646,7,8,3,6,Phone,Monthly,2025-11-09,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4349,47,Salaried,194583,Married,0,502,646050,9667,5,378064,Retirement,15,4083031,5,9,6,8,In-Person,Annual,2025-04-09,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4350,50,Salaried,149608,Married,2,492,39184,9946,5,256144,Retirement,15,3502876,3,10,7,5,Phone,Monthly,2024-11-01,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C4351,40,Salaried,80986,Single,0,465,132916,4591,3,103494,Home Purchase,3,538854,7,9,4,5,Email,Biannual,2024-10-20,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4352,68,Retired,22243,Married,2,400,29404,2417,3,138880,Travel,1,12820,4,5,7,4,Email,Biannual,2025-05-21,29,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C4353,29,Unemployed,3270,Married,1,354,6466,500,1,2217,Home Purchase,5,12393,7,7,3,6,Chat,Quarterly,2025-11-03,39,mortgage options;down payment;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4354,31,Salaried,56315,Single,0,413,183131,4965,6,25984,Retirement,32,2656669,4,7,8,6,Email,Annual,2025-02-10,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4355,61,Self-Employed,301643,Single,2,480,320923,22029,2,1788111,Travel,2,18543,9,8,2,6,Chat,Quarterly,2025-03-27,47,tax optimization;estate planning;college funding;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4356,48,Self-Employed,213615,Single,0,470,370522,12091,1,628407,Education,5,152576,9,8,1,6,Phone,Monthly,2025-05-27,44,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4357,23,Student,6139,Divorced,0,350,4445,500,1,1201,Emergency Fund,3,5113,8,6,3,8,App,Annual,2024-12-14,43,budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets,4
+C4358,45,Salaried,104983,Married,0,498,126267,7682,3,187634,Wealth Accumulation,20,140887,6,9,5,5,App,Quarterly,2025-08-29,44,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4359,63,Salaried,152933,Married,1,493,85183,10825,7,548789,Retirement,6,2596024,4,9,7,5,Email,Biannual,2025-03-27,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4360,47,Salaried,61756,Married,1,471,171069,5670,3,162576,Retirement,14,1198543,7,8,5,4,App,Biannual,2025-01-12,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4361,23,Student,18272,Widowed,1,395,30617,1653,2,3031,Travel,1,11605,6,4,5,6,App,Monthly,2025-07-26,34,budgeting;savings strategies;medicare;business succession,index funds;blue-chip stocks;corporate bonds,3
+C4362,64,Retired,94968,Widowed,0,441,27891,4724,3,384436,Healthcare,10,285599,5,8,6,4,Phone,Biannual,2024-10-21,28,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4363,57,Salaried,159696,Married,0,497,234631,8043,3,669291,Estate Planning,15,779514,7,9,3,5,In-Person,Quarterly,2025-01-16,33,tax optimization;estate planning;credit score;charitable giving;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4364,47,Unemployed,3645,Married,0,360,8206,500,3,2125,Business Investment,15,142041,5,7,6,5,Email,Quarterly,2025-07-05,33,budgeting;savings strategies;estate planning;social security;business succession,index funds;blue-chip stocks;corporate bonds,3
+C4365,31,Self-Employed,82377,Widowed,1,414,282095,3935,3,59086,Emergency Fund,2,67622,6,8,5,4,Phone,Quarterly,2025-09-18,34,tax optimization;estate planning;retirement income;charitable giving;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4366,78,Retired,65166,Widowed,1,411,65385,4961,3,422033,Healthcare,3,225767,6,9,5,5,Chat,Annual,2024-09-04,33,tax optimization;estate planning;medicare;long-term care;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4367,49,Self-Employed,262453,Married,1,489,628350,13788,5,582613,Retirement,21,8657022,7,10,5,8,Email,Monthly,2025-09-05,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4368,40,Self-Employed,89393,Married,2,475,228729,8765,1,160473,Wealth Accumulation,7,139950,8,9,3,6,Phone,Quarterly,2025-01-17,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4369,37,Salaried,244735,Widowed,2,460,767580,16001,2,258474,Business Investment,3,245990,8,8,3,5,Phone,Biannual,2025-01-27,39,tax optimization;estate planning;social security;long-term care;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4370,84,Retired,69810,Married,2,379,104339,7524,5,528925,Retirement,1,748940,1,7,10,8,Email,Monthly,2025-01-27,56,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4371,21,Student,9390,Married,0,350,5685,808,2,369,Travel,2,26208,6,3,5,7,Email,Quarterly,2024-07-07,37,budgeting;savings strategies;social security;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C4372,38,Self-Employed,185926,Married,2,441,391908,18813,2,278324,Retirement,24,6120840,9,8,2,7,App,Annual,2025-07-23,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4373,58,Salaried,145516,Single,0,486,39103,8856,2,541610,Retirement,3,2114367,7,10,3,3,App,Biannual,2025-04-11,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4374,20,Student,5346,Married,1,320,7128,532,3,4690,Travel,1,8086,6,5,6,7,App,Monthly,2025-07-09,40,budgeting;savings strategies;credit score;long-term care;business succession,index funds;blue-chip stocks;corporate bonds,3
+C4375,25,Salaried,80583,Single,0,405,143790,3721,2,22420,Retirement,36,3236577,8,6,4,8,App,Monthly,2025-12-08,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4376,76,Retired,29546,Single,0,396,29211,2625,4,190625,Healthcare,20,267376,1,8,10,4,Phone,Quarterly,2024-09-08,35,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,2
+C4377,58,Salaried,253129,Single,0,506,236950,17768,4,953231,Retirement,2,2637880,7,8,5,7,In-Person,Biannual,2025-12-14,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4378,44,Unemployed,3369,Married,2,393,10554,500,2,3921,Retirement,17,102409,5,6,6,6,Email,Quarterly,2025-11-17,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4379,77,Retired,63355,Single,0,428,106087,3805,6,605546,Estate Planning,5,1041587,2,6,9,4,Email,Quarterly,2025-12-22,26,budgeting;savings strategies;tax strategies;emergency fund;medicare,treasury bonds;money market;CDs,2
+C4380,24,Salaried,151964,Married,0,448,135920,8742,2,46490,Education,10,143486,9,6,3,8,App,Quarterly,2025-10-11,49,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4381,57,Self-Employed,55258,Married,0,432,69533,4200,3,204466,Retirement,8,879265,4,10,8,3,App,Annual,2024-07-07,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4382,22,Student,4679,Married,1,376,7923,574,3,3864,Travel,2,26482,6,6,5,8,App,Ad-hoc,2025-06-01,44,budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C4383,49,Unemployed,2348,Married,1,369,6928,500,3,2543,Retirement,14,55843,6,8,5,5,App,Quarterly,2025-03-17,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4384,59,Self-Employed,62336,Married,2,458,30321,6761,3,329981,Estate Planning,20,114803,7,7,5,4,Phone,Biannual,2024-12-31,30,budgeting;savings strategies;charitable giving;investment allocation,growth stocks;sector ETFs;crypto assets,2
+C4385,70,Retired,54760,Married,0,405,52956,5158,4,375050,Estate Planning,10,1840157,3,7,9,5,Email,Quarterly,2025-10-11,32,budgeting;savings strategies;business succession;insurance review;medicare,treasury bonds;money market;CDs,2
+C4386,43,Self-Employed,204687,Married,0,478,303217,12890,2,568987,Retirement,22,7714620,7,8,4,5,App,Quarterly,2024-07-07,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4387,27,Self-Employed,42926,Married,1,375,59106,3789,2,21942,Debt Reduction,3,31588,7,7,4,6,App,Annual,2024-07-12,44,debt payoff strategies;budgeting;savings strategies;tax-efficient investing;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4388,23,Salaried,183755,Married,0,430,306956,14239,2,42144,Emergency Fund,1,144764,10,7,2,8,App,Monthly,2025-05-25,47,budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets,4
+C4389,28,Unemployed,3191,Single,0,307,6012,500,3,4559,Wealth Accumulation,3,3933,6,7,5,6,Phone,Quarterly,2025-10-01,45,investment strategies;budgeting;savings strategies;social security;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C4390,47,Salaried,103401,Married,1,447,148976,8257,4,236051,Home Purchase,2,543454,5,10,6,4,Chat,Ad-hoc,2024-11-20,28,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4391,21,Student,13383,Single,0,383,13791,1244,2,1663,Emergency Fund,1,7697,5,5,6,6,Email,Monthly,2024-10-04,39,budgeting;savings strategies;charitable giving;business succession,index funds;blue-chip stocks;corporate bonds,4
+C4392,60,Salaried,172986,Single,0,446,233789,11192,2,572920,Healthcare,7,278062,8,7,3,7,Phone,Quarterly,2025-05-03,46,budgeting;savings strategies;long-term care;medicare;insurance review,growth stocks;sector ETFs;crypto assets,3
+C4393,37,Salaried,116138,Married,2,469,265087,10120,6,158512,Home Purchase,2,627700,5,7,6,6,Email,Quarterly,2024-09-13,35,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4394,62,Retired,131396,Married,2,423,73441,13688,7,468489,Retirement,5,2235830,4,6,7,7,Email,Biannual,2025-03-08,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4395,48,Self-Employed,201587,Married,2,453,580966,13244,6,508844,Business Investment,7,40201,6,10,6,6,Email,Annual,2024-11-05,42,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4396,23,Student,13205,Single,0,364,20157,1078,1,2960,Emergency Fund,2,4988,8,5,3,5,App,Biannual,2025-06-26,26,budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets,3
+C4397,65,Retired,92806,Married,1,425,73382,6883,4,471017,Retirement,1,943621,4,5,7,7,In-Person,Quarterly,2025-07-14,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4398,27,Unemployed,1071,Married,1,304,1475,500,2,4683,Home Purchase,5,6006,7,6,4,6,App,Biannual,2025-09-06,32,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4399,60,Retired,66682,Single,2,435,71386,6778,3,316958,Estate Planning,3,739279,2,8,8,4,Phone,Biannual,2025-11-08,32,tax optimization;estate planning;tax strategies;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C4400,82,Retired,36908,Married,2,369,45696,3598,4,302801,Emergency Fund,2,12624,1,9,10,5,Phone,Quarterly,2025-05-11,35,tax optimization;estate planning;insurance review;emergency fund,treasury bonds;money market;CDs;tax-efficient funds,3
+C4401,35,Unemployed,2719,Married,2,333,9339,500,3,170,Education,3,123052,4,8,6,6,Email,Biannual,2025-04-16,35,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4402,72,Retired,31168,Married,1,371,21169,2884,3,233005,Estate Planning,10,1165504,5,7,5,6,Email,Quarterly,2025-08-27,41,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C4403,31,Salaried,165981,Single,0,476,410459,10183,4,82665,Home Purchase,5,772423,6,8,5,6,Phone,Quarterly,2025-04-25,47,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4404,50,Salaried,171955,Married,0,504,171225,7626,6,378054,Wealth Accumulation,20,237868,3,10,7,6,In-Person,Ad-hoc,2024-09-13,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C4405,56,Unemployed,4141,Divorced,1,380,1279,500,3,4698,Retirement,8,86857,3,6,8,5,Phone,Quarterly,2024-09-16,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4406,53,Unemployed,4430,Married,2,385,4554,539,5,3239,Estate Planning,7,580837,1,9,10,3,In-Person,Ad-hoc,2024-12-08,25,tax optimization;estate planning;long-term care;social security,treasury bonds;money market;CDs;tax-efficient funds,3
+C4407,22,Student,10214,Married,0,345,6826,1172,2,1961,Home Purchase,5,42980,7,4,4,5,App,Quarterly,2025-06-30,23,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4408,53,Self-Employed,142234,Married,0,492,161086,7679,4,531347,Wealth Accumulation,5,143007,5,10,5,3,Phone,Biannual,2024-07-16,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4409,28,Unemployed,827,Single,0,309,981,500,3,4175,Debt Reduction,1,590,5,7,6,7,App,Quarterly,2024-08-15,46,debt payoff strategies;budgeting;savings strategies;social security;college funding,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4410,53,Unemployed,4018,Married,0,404,6202,500,3,2731,Retirement,10,78485,3,8,9,7,Email,Ad-hoc,2025-11-06,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4411,64,Retired,37917,Single,2,430,16167,3104,3,205649,Retirement,1,428607,2,10,8,7,Phone,Biannual,2025-08-21,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4412,60,Retired,68268,Widowed,0,461,66124,4402,3,352816,Estate Planning,7,698613,4,8,7,3,Phone,Quarterly,2025-01-13,29,tax optimization;estate planning;social security;medicare;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4413,22,Student,20182,Divorced,1,387,40028,1690,2,2818,Debt Reduction,2,30652,5,3,6,6,App,Annual,2025-08-25,28,debt payoff strategies;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C4414,30,Self-Employed,254746,Single,2,426,486728,15140,2,173227,Emergency Fund,1,64893,9,7,2,5,In-Person,Quarterly,2024-09-17,33,budgeting;savings strategies;medicare;business succession;social security,growth stocks;sector ETFs;crypto assets,3
+C4415,74,Retired,43264,Married,0,384,60505,3405,5,223413,Retirement,1,467273,2,7,9,4,Phone,Annual,2024-07-11,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4416,61,Salaried,249599,Married,2,504,73022,19258,4,1030099,Healthcare,10,297221,7,6,4,8,App,Quarterly,2025-03-01,49,budgeting;savings strategies;social security;college funding;retirement income,growth stocks;sector ETFs;crypto assets,3
+C4417,32,Unemployed,1095,Married,1,361,2112,500,2,4332,Debt Reduction,1,1462,3,5,7,7,In-Person,Biannual,2024-08-14,46,debt payoff strategies;budgeting;savings strategies;emergency fund;retirement income,treasury bonds;money market;CDs;debt consolidation loan,3
+C4418,60,Salaried,78468,Married,2,473,25621,7096,3,244629,Estate Planning,5,1396820,4,6,6,5,In-Person,Ad-hoc,2025-11-20,25,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C4419,63,Retired,64317,Divorced,1,437,55950,5611,3,218936,Retirement,1,710387,5,9,7,5,In-Person,Annual,2025-07-23,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4420,47,Self-Employed,91211,Married,1,453,328339,6930,3,263919,Retirement,13,1861892,6,8,4,7,App,Monthly,2024-08-10,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4421,57,Self-Employed,261375,Single,0,453,99914,14306,4,1247512,Retirement,5,3254276,7,8,4,7,Email,Biannual,2025-11-11,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4422,22,Unemployed,4393,Married,0,331,3682,500,3,2483,Education,2,125926,5,4,5,6,Email,Quarterly,2024-08-30,31,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4423,79,Retired,20701,Widowed,0,345,26023,1803,4,154501,Travel,3,6252,2,5,9,7,In-Person,Quarterly,2025-10-26,44,budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs,4
+C4424,44,Self-Employed,138900,Single,0,445,496259,7747,3,404336,Retirement,23,5277850,7,10,3,8,App,Monthly,2025-09-01,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4425,39,Salaried,236561,Married,1,493,749071,14642,3,382935,Home Purchase,5,1265251,8,8,3,4,App,Monthly,2024-07-19,26,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4426,35,Self-Employed,112834,Divorced,2,423,184997,7816,4,116024,Education,3,131755,5,8,6,6,Email,Biannual,2025-01-02,33,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4427,62,Retired,135367,Married,2,469,108859,12379,6,523988,Retirement,4,2193239,2,10,8,6,Phone,Quarterly,2024-08-02,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4428,22,Unemployed,3429,Divorced,1,300,5198,500,2,1758,Education,4,112862,6,6,4,6,Phone,Annual,2024-10-31,43,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4429,57,Salaried,93165,Married,2,458,97997,8495,2,366346,Retirement,4,1338902,6,10,4,6,Chat,Quarterly,2025-08-31,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4430,43,Salaried,226600,Single,0,481,790581,14349,3,484053,Wealth Accumulation,7,375544,8,7,3,8,App,Quarterly,2024-10-03,39,investment strategies;budgeting;savings strategies;insurance review;risk management,growth stocks;sector ETFs;crypto assets,3
+C4431,60,Unemployed,64,Divorced,0,374,23,500,4,3102,Retirement,2,851,2,5,10,5,In-Person,Quarterly,2025-10-26,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4432,40,Salaried,65255,Single,0,476,156884,4882,2,77854,Retirement,27,2625482,7,8,4,6,In-Person,Quarterly,2025-12-19,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4433,29,Self-Employed,181670,Married,2,438,271198,15857,1,153690,Home Purchase,5,1242687,10,8,1,6,Chat,Ad-hoc,2025-04-30,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4434,46,Self-Employed,239599,Married,1,478,538565,20702,5,561481,Wealth Accumulation,10,229582,6,10,6,4,In-Person,Biannual,2025-01-05,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4435,24,Student,5814,Single,0,340,8988,500,2,2642,Education,4,163533,6,6,5,8,Email,Annual,2025-01-15,40,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4436,57,Salaried,66301,Married,0,475,97039,6181,3,266464,Wealth Accumulation,7,76690,6,7,6,4,App,Quarterly,2024-07-10,32,investment strategies;budgeting;savings strategies;tax strategies;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C4437,73,Retired,31960,Single,0,368,46287,2462,2,206516,Estate Planning,7,1427200,5,6,5,3,In-Person,Ad-hoc,2025-07-21,25,budgeting;savings strategies;college funding;risk management;social security,index funds;blue-chip stocks;corporate bonds,3
+C4438,78,Retired,53471,Single,0,386,38268,3630,3,419855,Healthcare,20,72585,2,9,8,3,Phone,Biannual,2025-11-05,26,tax optimization;estate planning;tax-efficient investing;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C4439,73,Retired,84796,Single,0,429,59103,2815,6,693114,Retirement,1,1084076,2,8,10,3,Email,Biannual,2024-11-21,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4440,53,Self-Employed,267597,Married,2,513,202341,22321,4,1042637,Wealth Accumulation,7,130486,5,8,6,8,In-Person,Biannual,2025-10-08,54,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4441,83,Retired,71331,Married,1,409,34289,3851,4,724706,Travel,2,7975,4,10,6,5,App,Annual,2025-04-27,38,tax optimization;estate planning;college funding;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4442,34,Salaried,57104,Married,2,421,217465,5997,2,50814,Retirement,31,2512085,6,5,4,6,App,Biannual,2025-02-16,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4443,64,Retired,99233,Married,0,451,31343,6520,4,521891,Estate Planning,15,1018574,2,5,9,4,Chat,Annual,2024-07-15,28,budgeting;savings strategies;tax strategies;credit score,treasury bonds;money market;CDs,3
+C4444,24,Salaried,100547,Single,0,426,121944,6183,3,25550,Travel,3,5241,8,6,3,7,In-Person,Annual,2024-10-18,36,budgeting;savings strategies;emergency fund;risk management;long-term care,growth stocks;sector ETFs;crypto assets,3
+C4445,27,Salaried,232093,Single,0,424,171060,15827,4,102599,Home Purchase,1,1260107,7,6,4,6,App,Annual,2024-10-14,31,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4446,61,Retired,80170,Single,2,445,34185,5780,5,241566,Retirement,6,1234018,3,6,7,7,In-Person,Monthly,2025-05-08,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C4447,53,Self-Employed,195604,Single,0,459,51019,11205,7,708634,Retirement,10,3948065,4,8,7,6,In-Person,Biannual,2024-09-23,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4448,53,Unemployed,3282,Divorced,0,404,1926,500,4,4832,Retirement,13,61812,3,5,8,7,Email,Quarterly,2025-03-18,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4449,54,Salaried,148893,Single,0,493,168647,7300,4,386054,Travel,2,13963,5,8,5,4,In-Person,Biannual,2025-11-29,25,tax optimization;estate planning;credit score;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4450,19,Student,9228,Married,0,319,10761,837,3,4668,Education,7,116010,6,6,6,7,In-Person,Annual,2025-06-07,40,education savings;529 plans;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4451,59,Salaried,59984,Married,2,421,28669,7077,2,163715,Healthcare,5,194441,7,9,4,7,Email,Quarterly,2025-07-04,56,tax optimization;estate planning;investment allocation;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4452,27,Salaried,222299,Married,1,457,155205,17278,2,91654,Home Purchase,5,1260412,7,7,3,8,Chat,Quarterly,2025-12-21,57,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4453,47,Salaried,210531,Divorced,1,465,693964,15105,2,464290,Wealth Accumulation,3,156785,7,10,4,8,Email,Monthly,2024-11-26,63,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C4454,70,Retired,44510,Married,1,383,32715,3671,3,188592,Retirement,1,445122,5,6,7,3,App,Biannual,2024-08-22,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4455,81,Retired,35342,Divorced,1,405,13425,2803,3,298622,Healthcare,7,254914,2,6,8,5,Chat,Quarterly,2025-11-02,25,budgeting;savings strategies;estate planning;tax-efficient investing,treasury bonds;money market;CDs,2
+C4456,40,Self-Employed,163375,Married,2,466,577463,14491,4,364252,Wealth Accumulation,5,203510,6,8,5,5,Email,Monthly,2025-10-02,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4457,65,Retired,81469,Single,1,445,37571,5156,3,390662,Healthcare,15,180589,5,9,6,5,Email,Biannual,2025-12-13,33,tax optimization;estate planning;investment allocation;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4458,49,Salaried,257018,Divorced,0,518,607481,17473,3,663808,Home Purchase,3,1536842,7,8,4,4,Email,Ad-hoc,2025-06-18,25,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4459,28,Salaried,137201,Married,0,458,171888,7274,2,49373,Emergency Fund,2,49943,9,9,3,7,App,Quarterly,2024-09-06,42,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4460,79,Retired,16235,Single,0,337,15524,1530,3,97408,Healthcare,5,75536,3,6,8,6,Phone,Monthly,2024-07-21,42,budgeting;savings strategies;estate planning,treasury bonds;money market;CDs,4
+C4461,29,Salaried,54071,Married,1,439,56355,5017,3,30671,Retirement,31,1856759,6,8,5,5,Email,Quarterly,2024-10-25,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4462,23,Self-Employed,72928,Married,0,409,79242,3244,1,17052,Education,5,113142,10,6,2,6,Phone,Quarterly,2025-06-25,39,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4463,60,Self-Employed,139718,Married,1,450,95587,8701,6,832680,Healthcare,7,161661,3,7,7,5,In-Person,Monthly,2025-12-13,33,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C4464,62,Retired,114912,Widowed,0,432,45197,6712,4,654288,Retirement,4,1335090,6,9,5,3,Email,Quarterly,2025-05-09,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4465,36,Unemployed,944,Single,0,380,2543,500,4,4115,Retirement,27,29667,2,7,8,5,App,Biannual,2024-12-09,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4466,57,Salaried,184419,Divorced,1,476,40678,10340,6,732312,Healthcare,5,92511,3,9,9,4,Email,Biannual,2025-05-14,31,tax optimization;estate planning;charitable giving;retirement income;insurance review,treasury bonds;money market;CDs;tax-efficient funds,2
+C4467,38,Self-Employed,234839,Single,0,459,363440,11973,2,446698,Business Investment,7,331803,7,10,3,5,App,Quarterly,2025-07-01,41,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4468,49,Unemployed,4522,Divorced,0,392,16305,500,3,2723,Home Purchase,1,20088,4,7,6,5,App,Quarterly,2024-09-24,36,mortgage options;down payment;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4469,24,Salaried,109220,Single,0,417,198702,5719,3,40440,Education,2,163651,7,5,4,7,App,Annual,2025-09-24,32,education savings;529 plans;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4470,18,Student,4816,Divorced,1,322,8746,500,2,3980,Education,3,158746,5,6,5,5,In-Person,Quarterly,2025-02-02,30,education savings;529 plans;budgeting;savings strategies;business succession,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4471,18,Student,4296,Married,0,367,5737,500,2,1970,Education,1,135866,7,5,3,6,Phone,Quarterly,2025-07-18,39,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4472,51,Self-Employed,269206,Single,1,470,282295,20707,3,839114,Estate Planning,10,1728068,7,10,5,7,In-Person,Monthly,2025-10-13,44,tax optimization;estate planning;emergency fund;risk management;medicare,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4473,67,Retired,109657,Married,2,422,74558,8058,4,511045,Estate Planning,3,1513803,4,9,7,4,Phone,Monthly,2024-10-15,36,tax optimization;estate planning;retirement income;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4474,35,Self-Employed,113727,Widowed,0,432,292885,4840,1,160285,Home Purchase,2,513027,9,7,2,6,Email,Annual,2025-11-25,42,mortgage options;down payment;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4475,60,Self-Employed,195895,Single,0,435,157952,8483,4,1155080,Retirement,9,3420767,4,10,7,5,Email,Monthly,2025-05-20,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4476,26,Self-Employed,41950,Married,1,406,73596,4137,2,17812,Retirement,44,1858211,9,7,3,6,App,Quarterly,2024-08-15,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C4477,38,Salaried,208174,Single,0,498,385501,11709,3,339631,Retirement,30,6669703,8,8,4,5,Email,Annual,2024-12-06,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4478,73,Retired,88492,Widowed,0,413,95063,4479,5,489124,Healthcare,7,186132,3,7,8,3,In-Person,Biannual,2025-04-12,28,budgeting;savings strategies;insurance review;medicare,treasury bonds;money market;CDs,2
+C4479,36,Self-Employed,38550,Married,2,405,114451,4625,2,61272,Home Purchase,2,171693,6,7,5,6,In-Person,Quarterly,2025-10-05,43,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4480,40,Unemployed,246,Single,0,388,501,500,2,3598,Home Purchase,5,1057,6,8,6,5,Chat,Quarterly,2024-09-20,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4481,31,Salaried,174570,Married,1,438,286128,10438,4,88338,Emergency Fund,1,102055,6,8,4,7,App,Quarterly,2025-03-08,54,tax optimization;estate planning;tax strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4482,56,Salaried,221409,Married,0,503,178684,12236,8,731994,Retirement,8,4181510,3,10,8,8,In-Person,Quarterly,2024-07-23,62,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4483,28,Self-Employed,156459,Divorced,1,436,222252,10533,1,89488,Home Purchase,2,932570,10,6,1,6,App,Monthly,2024-10-13,35,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4484,65,Unemployed,13,Widowed,0,328,13,500,3,4454,Retirement,1,166,4,8,8,3,Phone,Annual,2024-09-06,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4485,71,Retired,30924,Single,0,395,41691,2098,3,144180,Retirement,1,296491,4,5,7,8,Email,Quarterly,2024-09-22,39,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4486,33,Self-Employed,76608,Married,1,418,233619,4839,1,89015,Home Purchase,1,439658,8,6,2,8,Email,Monthly,2025-12-15,42,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4487,65,Self-Employed,174890,Married,1,429,59124,9267,4,1010409,Estate Planning,3,909105,4,8,7,4,App,Biannual,2024-09-20,28,tax optimization;estate planning;risk management;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4488,63,Self-Employed,195686,Single,0,439,148849,10003,3,762782,Healthcare,5,278684,5,8,5,5,App,Quarterly,2025-04-03,33,tax optimization;estate planning;emergency fund;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4489,53,Salaried,259539,Married,1,489,173905,12566,3,482332,Retirement,8,3832195,7,9,3,6,In-Person,Annual,2025-11-09,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4490,75,Retired,75544,Married,1,436,51375,5589,7,679335,Estate Planning,5,1060127,1,8,10,3,In-Person,Annual,2024-11-24,23,tax optimization;estate planning;investment allocation;retirement income,treasury bonds;money market;CDs;tax-efficient funds,2
+C4491,65,Salaried,232992,Married,1,468,237483,17054,4,1392194,Healthcare,5,188939,4,10,6,6,Email,Monthly,2025-05-09,47,tax optimization;estate planning;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4492,26,Self-Employed,35057,Married,2,377,53565,4204,2,19124,Retirement,41,1814205,7,5,5,6,Phone,Annual,2025-11-07,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4493,35,Salaried,231752,Married,2,478,683564,17829,5,238166,Home Purchase,7,1206536,5,8,7,6,App,Biannual,2025-02-11,46,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4494,21,Student,4734,Single,0,342,6982,500,2,4196,Emergency Fund,2,1288,5,4,6,5,App,Quarterly,2025-01-25,28,budgeting;savings strategies;credit score;emergency fund,index funds;blue-chip stocks;corporate bonds,3
+C4495,63,Salaried,146834,Married,1,463,67250,12875,7,634303,Wealth Accumulation,20,207289,4,7,8,6,Phone,Biannual,2024-12-11,35,investment strategies;budgeting;savings strategies;credit score;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C4496,83,Retired,15615,Married,1,348,12113,1542,3,130189,Estate Planning,7,120713,4,7,6,5,Email,Monthly,2024-10-15,32,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C4497,26,Salaried,183983,Single,0,453,270962,6580,1,73479,Home Purchase,3,1035848,9,6,2,8,App,Monthly,2025-11-17,47,mortgage options;down payment;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4498,20,Student,8426,Single,0,377,13356,639,1,2210,Education,2,156862,7,5,4,8,App,Monthly,2025-06-27,41,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4499,75,Retired,59032,Single,0,405,31597,4602,6,512985,Healthcare,5,51595,2,5,9,3,In-Person,Biannual,2024-11-29,17,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,3
+C4500,45,Salaried,69386,Divorced,1,487,81819,4534,3,111203,Home Purchase,5,463642,4,9,6,6,Email,Quarterly,2025-09-28,40,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4501,64,Retired,99831,Married,1,412,117906,7644,4,396610,Travel,2,22366,5,8,6,5,App,Quarterly,2025-12-04,31,tax optimization;estate planning;charitable giving;social security;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4502,39,Unemployed,4719,Married,2,349,17466,662,3,4619,Retirement,31,231898,5,5,7,7,Email,Biannual,2024-07-31,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4503,60,Retired,95921,Single,0,462,56609,4899,5,496807,Healthcare,5,86502,1,8,10,3,In-Person,Biannual,2025-07-28,27,tax optimization;estate planning;credit score;risk management;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,2
+C4504,41,Self-Employed,89953,Married,2,430,288720,5776,2,182293,Wealth Accumulation,10,71775,6,6,4,6,App,Annual,2025-07-29,33,investment strategies;budgeting;savings strategies;retirement income;risk management,index funds;blue-chip stocks;corporate bonds,2
+C4505,64,Salaried,137217,Widowed,0,478,160986,7381,6,835486,Retirement,6,2590571,4,9,8,4,In-Person,Monthly,2024-09-25,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4506,67,Retired,119675,Married,2,450,54298,7339,6,654623,Healthcare,7,192454,4,7,7,5,In-Person,Monthly,2025-03-06,35,budgeting;savings strategies;estate planning;business succession;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C4507,19,Student,6996,Single,1,334,13301,607,2,2938,Home Purchase,3,45011,7,3,4,7,App,Biannual,2025-08-30,34,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4508,34,Self-Employed,243795,Single,2,460,637966,14656,4,242946,Home Purchase,3,1186218,7,8,4,7,Email,Quarterly,2025-11-18,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4509,56,Self-Employed,224398,Married,1,456,117452,12311,3,843226,Estate Planning,10,350258,7,8,4,6,Phone,Monthly,2024-07-15,36,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C4510,38,Unemployed,1413,Married,3,346,5104,500,3,4387,Wealth Accumulation,7,652,3,7,7,5,App,Quarterly,2025-03-16,35,investment strategies;budgeting;savings strategies;tax strategies,treasury bonds;money market;CDs,3
+C4511,65,Salaried,218596,Widowed,1,439,162440,15271,3,1008807,Estate Planning,7,1798000,7,9,3,6,In-Person,Quarterly,2025-03-26,35,tax optimization;estate planning;medicare;tax-efficient investing;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4512,27,Self-Employed,125866,Single,0,435,106692,4631,2,75514,Retirement,43,7180901,10,6,2,6,In-Person,Monthly,2025-06-15,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4513,64,Salaried,251382,Divorced,0,494,173619,12418,4,1400829,Wealth Accumulation,3,245879,5,8,5,6,In-Person,Quarterly,2024-10-02,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4514,20,Student,12474,Married,1,361,30267,1498,2,1772,Debt Reduction,1,8978,5,3,6,8,App,Monthly,2025-09-10,45,debt payoff strategies;budgeting;savings strategies;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4515,55,Salaried,186137,Married,0,455,164071,11418,4,526453,Estate Planning,20,404827,4,10,6,7,Email,Biannual,2024-07-15,40,tax optimization;estate planning;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4516,43,Salaried,94972,Married,0,444,268629,5067,5,140257,Retirement,23,3706773,4,9,8,4,Email,Biannual,2024-11-17,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4517,75,Retired,91703,Single,0,412,88440,3991,4,539330,Retirement,1,1196825,5,6,6,5,App,Monthly,2024-09-27,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4518,66,Retired,71115,Single,0,442,37950,3919,6,422844,Travel,3,11821,2,7,10,3,Email,Monthly,2025-06-03,27,budgeting;savings strategies;retirement income;insurance review;medicare,treasury bonds;money market;CDs,2
+C4519,55,Self-Employed,221602,Married,1,488,84654,17829,5,617873,Retirement,14,4744609,5,9,5,8,App,Quarterly,2025-10-30,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4520,60,Salaried,210473,Married,1,483,263573,14440,4,649983,Wealth Accumulation,15,214513,5,9,6,8,Phone,Monthly,2025-03-17,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4521,58,Salaried,85504,Divorced,0,470,54333,4485,3,363860,Wealth Accumulation,5,140119,4,7,6,5,In-Person,Monthly,2024-12-11,40,investment strategies;budgeting;savings strategies;long-term care;social security,index funds;blue-chip stocks;corporate bonds,2
+C4522,68,Retired,82574,Married,1,442,42315,4588,4,480696,Healthcare,10,270205,3,8,8,3,App,Annual,2025-10-30,27,tax optimization;estate planning;long-term care;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C4523,53,Self-Employed,204904,Married,1,476,149588,14593,1,572513,Healthcare,5,220221,8,8,2,7,Email,Biannual,2024-11-29,39,tax optimization;estate planning;emergency fund;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C4524,43,Salaried,209646,Married,1,495,359370,12626,2,425674,Home Purchase,3,935711,8,10,3,6,App,Quarterly,2024-10-13,49,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4525,41,Salaried,93880,Widowed,0,432,247339,3328,4,155810,Home Purchase,1,603416,5,8,7,5,Phone,Monthly,2025-04-01,35,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4526,20,Student,7609,Married,0,374,13056,836,2,1684,Education,3,145859,7,4,4,6,Email,Ad-hoc,2025-01-21,35,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4527,32,Self-Employed,205727,Widowed,2,446,300481,16686,2,154433,Retirement,28,8350411,9,7,3,6,Email,Quarterly,2024-08-04,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C4528,54,Salaried,200369,Married,1,499,148425,13292,7,577090,Retirement,6,3458206,4,8,8,8,Email,Monthly,2025-09-12,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4529,29,Self-Employed,195914,Married,0,469,140905,14500,2,118574,Home Purchase,3,1065702,10,7,2,7,Email,Quarterly,2024-07-21,37,mortgage options;down payment;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4530,62,Salaried,139548,Married,2,439,149750,12312,4,794645,Healthcare,10,161262,7,9,5,5,Phone,Quarterly,2025-12-25,35,tax optimization;estate planning;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4531,65,Salaried,245225,Married,0,492,235155,12119,3,1582526,Estate Planning,7,869639,7,10,5,5,In-Person,Quarterly,2025-05-12,46,tax optimization;estate planning;emergency fund,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4532,22,Self-Employed,144447,Single,2,394,94175,7678,3,40358,Travel,3,14301,7,7,4,6,App,Monthly,2025-12-07,44,budgeting;savings strategies;tax-efficient investing;retirement income,growth stocks;sector ETFs;crypto assets,3
+C4533,22,Salaried,98791,Divorced,2,450,115745,5472,2,19675,Travel,3,19617,7,5,4,6,Email,Annual,2025-03-07,41,budgeting;savings strategies;tax strategies;credit score;long-term care,growth stocks;sector ETFs;crypto assets,3
+C4534,50,Salaried,54433,Single,0,448,47034,3302,1,122422,Healthcare,20,278640,7,6,3,4,Phone,Monthly,2024-09-20,23,budgeting;savings strategies;retirement income;tax strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets,2
+C4535,73,Retired,98742,Divorced,0,398,139224,5535,4,538937,Healthcare,7,177454,4,6,7,4,Chat,Annual,2025-12-06,28,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,2
+C4536,30,Salaried,150351,Married,1,430,306699,12723,4,58291,Wealth Accumulation,10,107513,5,9,6,8,Email,Monthly,2025-05-17,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4537,24,Student,10314,Single,0,337,17569,842,3,787,Travel,3,23295,6,5,6,7,Email,Quarterly,2025-11-12,34,budgeting;savings strategies;tax-efficient investing;medicare,index funds;blue-chip stocks;corporate bonds,4
+C4538,48,Salaried,171653,Single,0,486,336833,7310,5,351110,Retirement,22,4774959,5,9,6,6,In-Person,Monthly,2024-09-22,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4539,50,Self-Employed,286026,Married,1,510,300372,17393,3,772429,Retirement,17,8567083,8,10,4,3,Phone,Biannual,2025-01-22,26,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4540,46,Unemployed,4767,Married,2,342,19940,555,3,4669,Retirement,19,119989,2,6,8,6,Email,Annual,2024-11-18,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4541,70,Retired,43854,Married,0,430,45511,3539,4,338775,Retirement,1,483288,5,9,6,4,In-Person,Ad-hoc,2025-01-13,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4542,25,Self-Employed,72683,Married,2,412,107025,7542,1,25078,Wealth Accumulation,5,56301,10,7,1,6,App,Quarterly,2025-02-15,43,investment strategies;budgeting;savings strategies;risk management;emergency fund,growth stocks;sector ETFs;crypto assets,3
+C4543,62,Self-Employed,175010,Divorced,0,450,160835,10782,4,776787,Retirement,7,2972400,8,8,4,7,Email,Biannual,2025-06-09,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4544,46,Salaried,46096,Single,0,471,107623,3719,3,96744,Education,5,158362,4,9,6,5,App,Biannual,2024-12-25,37,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4545,62,Retired,89683,Single,0,428,77750,3840,6,410834,Wealth Accumulation,5,68020,1,8,10,6,Email,Monthly,2024-09-27,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C4546,45,Salaried,88981,Single,1,458,281429,5743,2,215153,Retirement,21,2443079,7,7,4,5,App,Quarterly,2025-03-05,27,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4547,58,Salaried,183792,Married,1,500,96937,12982,4,730063,Healthcare,5,298938,4,9,7,5,Phone,Biannual,2025-11-19,35,tax optimization;estate planning;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4548,62,Self-Employed,293883,Married,1,463,199297,20699,3,1401655,Estate Planning,5,807333,8,10,3,6,Phone,Quarterly,2025-03-20,48,tax optimization;estate planning;social security;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4549,18,Student,4543,Married,0,370,5650,500,1,2954,Education,10,167029,8,6,3,7,App,Biannual,2024-08-16,40,education savings;529 plans;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4550,48,Self-Employed,116243,Married,1,444,181326,8646,4,405209,Education,2,169945,8,9,4,4,Phone,Quarterly,2024-09-05,36,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,2
+C4551,59,Unemployed,3503,Married,0,352,972,500,4,4260,Wealth Accumulation,7,5133,1,8,10,6,In-Person,Monthly,2025-06-09,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4552,54,Self-Employed,123705,Single,0,437,60204,4444,7,333623,Healthcare,5,83055,4,10,7,6,App,Monthly,2025-06-11,51,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4553,18,Student,13129,Married,0,330,13660,1303,2,4169,Travel,3,21063,6,5,6,8,App,Monthly,2024-10-07,52,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C4554,22,Salaried,178056,Married,0,431,268102,10275,2,32080,Travel,2,16795,8,6,2,6,App,Biannual,2025-09-29,43,budgeting;savings strategies;investment allocation;estate planning,growth stocks;sector ETFs;crypto assets,3
+C4555,19,Student,5894,Single,0,322,12212,500,2,3242,Education,3,164362,5,3,5,7,In-Person,Quarterly,2025-07-31,37,education savings;529 plans;budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4556,42,Self-Employed,68204,Married,2,467,214612,8598,2,162944,Home Purchase,5,416988,6,8,6,4,Email,Annual,2024-09-03,32,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4557,32,Self-Employed,156656,Married,0,457,347237,9691,2,145793,Home Purchase,3,1051689,8,9,3,7,In-Person,Quarterly,2024-12-27,56,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4558,52,Salaried,149484,Married,1,477,48536,7565,5,382857,Retirement,18,5020162,5,9,6,7,Phone,Quarterly,2025-10-15,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4559,68,Retired,33527,Married,1,423,48952,2796,4,161539,Retirement,1,440015,2,10,9,4,Email,Annual,2024-08-12,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4560,49,Unemployed,2326,Married,0,358,8570,500,4,798,Retirement,16,69578,2,8,9,5,App,Monthly,2025-10-05,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4561,42,Salaried,78061,Married,3,483,143953,5392,3,131781,Home Purchase,5,444659,5,9,5,4,Email,Quarterly,2025-05-19,30,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4562,64,Salaried,172234,Married,1,440,58137,11010,4,702083,Retirement,1,1541740,7,9,4,6,App,Quarterly,2025-10-04,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4563,47,Self-Employed,189780,Single,1,472,453455,10195,3,598501,Retirement,17,4609350,8,8,3,5,Email,Biannual,2024-08-08,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4564,44,Salaried,194807,Divorced,0,485,631469,9891,2,340333,Retirement,21,5230254,9,10,2,8,Email,Biannual,2025-06-12,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4565,21,Student,18423,Single,1,343,40982,1676,3,109,Education,1,136632,7,4,5,5,Email,Quarterly,2025-08-31,31,education savings;529 plans;budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4566,61,Salaried,178362,Married,1,473,105167,13708,7,710945,Retirement,8,2992770,4,10,7,5,Email,Ad-hoc,2024-07-09,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4567,50,Salaried,187284,Divorced,0,490,44782,9947,3,299813,Retirement,12,4122978,7,9,5,6,In-Person,Biannual,2025-08-31,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4568,65,Unemployed,3437,Married,0,344,1797,500,3,769,Healthcare,15,154427,5,8,6,4,In-Person,Annual,2024-08-28,25,tax optimization;estate planning;risk management;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4569,25,Unemployed,1921,Widowed,0,343,2096,500,3,3790,Wealth Accumulation,20,836,5,7,7,6,In-Person,Biannual,2025-02-22,41,investment strategies;budgeting;savings strategies;medicare;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,2
+C4570,62,Retired,72368,Divorced,0,435,59428,3251,4,278177,Healthcare,7,173810,2,7,9,7,Email,Quarterly,2024-07-12,36,budgeting;savings strategies;estate planning;college funding;charitable giving,treasury bonds;money market;CDs,2
+C4571,53,Self-Employed,253981,Married,2,470,87061,18805,4,850698,Estate Planning,3,1755971,6,10,4,7,Email,Quarterly,2025-10-20,49,tax optimization;estate planning;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4572,25,Salaried,46276,Married,0,422,36907,3352,2,12366,Wealth Accumulation,7,20604,7,8,3,6,Email,Annual,2025-02-28,36,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4573,61,Retired,87680,Married,2,430,100501,8545,5,406020,Healthcare,10,214409,1,6,9,4,Chat,Annual,2025-01-05,31,budgeting;savings strategies;investment allocation;risk management,treasury bonds;money market;CDs,3
+C4574,32,Salaried,262884,Married,0,454,611425,19968,3,237311,Retirement,33,13391631,8,8,3,7,Phone,Annual,2025-08-01,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4575,20,Student,16919,Married,0,381,16212,1986,2,2534,Home Purchase,3,86499,6,5,5,7,In-Person,Annual,2025-01-28,42,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4576,42,Salaried,265743,Single,0,498,900570,15632,2,377756,Business Investment,7,291764,7,9,3,6,Email,Quarterly,2024-09-22,47,tax optimization;estate planning;tax-efficient investing;credit score;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4577,59,Salaried,159963,Married,1,480,189579,9843,5,554377,Retirement,8,2652810,6,8,5,8,Phone,Monthly,2025-04-06,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4578,45,Salaried,106736,Married,2,467,246479,7623,4,227718,Business Investment,10,344742,6,9,5,5,App,Monthly,2025-09-23,43,tax optimization;estate planning;tax strategies;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4579,34,Salaried,268171,Married,2,446,474793,24424,3,200888,Emergency Fund,1,196314,6,7,4,8,App,Monthly,2025-03-24,54,budgeting;savings strategies;charitable giving;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C4580,65,Self-Employed,285119,Single,0,457,125653,10663,3,1569664,Healthcare,3,282047,7,10,4,5,Email,Annual,2025-11-09,45,tax optimization;estate planning;charitable giving;risk management;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4581,37,Self-Employed,265731,Divorced,2,453,444638,17921,1,311053,Home Purchase,3,1226021,10,7,1,8,Email,Quarterly,2024-12-01,54,mortgage options;down payment;budgeting;savings strategies;emergency fund,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4582,29,Salaried,79632,Married,0,411,75832,3608,2,54768,Debt Reduction,1,67946,7,7,4,8,App,Quarterly,2024-10-18,40,debt payoff strategies;budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C4583,55,Self-Employed,146413,Married,0,466,94723,8048,4,466572,Estate Planning,5,320191,5,9,7,6,App,Quarterly,2024-08-31,35,tax optimization;estate planning;credit score;retirement income;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4584,22,Student,13436,Single,0,352,11162,1089,2,2665,Emergency Fund,1,8080,8,5,3,6,In-Person,Annual,2024-12-02,36,budgeting;savings strategies;charitable giving;credit score;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C4585,46,Salaried,212200,Single,0,510,584952,7240,4,465543,Home Purchase,7,904369,5,10,6,4,In-Person,Quarterly,2024-11-02,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,2
+C4586,23,Self-Employed,102375,Married,0,438,124677,6437,2,31573,Debt Reduction,2,100610,9,8,2,6,Email,Monthly,2025-11-25,35,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4587,28,Salaried,156347,Married,1,449,331810,13403,1,70464,Wealth Accumulation,15,112646,9,8,2,5,Email,Quarterly,2024-09-13,32,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4588,70,Retired,84527,Widowed,0,419,33416,3720,4,470458,Healthcare,20,246071,2,7,9,5,Chat,Quarterly,2025-03-05,32,budgeting;savings strategies;tax-efficient investing;social security;retirement income,treasury bonds;money market;CDs,3
+C4589,25,Salaried,139842,Widowed,1,420,196374,8938,2,56696,Home Purchase,3,570069,9,8,2,6,App,Quarterly,2025-05-23,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4590,54,Salaried,58497,Married,1,444,33286,6202,4,195080,Wealth Accumulation,7,51158,3,10,8,4,Phone,Biannual,2024-09-26,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,2
+C4591,37,Salaried,188761,Divorced,0,479,312236,11845,4,237156,Retirement,23,6540208,5,7,5,7,Email,Quarterly,2024-11-29,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4592,28,Self-Employed,129168,Married,2,423,180426,7979,2,96413,Wealth Accumulation,7,204675,7,8,3,7,App,Quarterly,2024-09-13,42,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4593,62,Unemployed,2170,Married,0,344,1563,500,2,2026,Estate Planning,7,884264,4,8,7,4,Email,Annual,2025-06-24,34,tax optimization;estate planning;college funding;medicare;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4594,33,Salaried,162843,Married,0,457,504740,6352,6,101904,Emergency Fund,2,90514,5,8,6,7,In-Person,Monthly,2025-11-20,43,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4595,23,Student,13573,Married,0,371,24731,1298,2,747,Travel,1,27051,7,5,4,5,Chat,Annual,2024-11-18,34,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,3
+C4596,80,Retired,19769,Married,1,354,8610,2057,6,177899,Healthcare,15,86811,1,7,10,4,In-Person,Ad-hoc,2025-01-05,27,budgeting;savings strategies;tax-efficient investing,treasury bonds;money market;CDs,2
+C4597,71,Retired,50613,Married,0,390,53809,4051,4,230049,Healthcare,5,104257,5,7,7,8,Email,Monthly,2024-09-11,48,budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds,3
+C4598,77,Retired,46599,Single,2,395,63116,5035,4,446037,Healthcare,7,59042,5,9,6,6,Email,Quarterly,2025-10-22,45,tax optimization;estate planning;college funding;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4599,64,Salaried,192079,Married,0,492,172879,9194,5,764374,Estate Planning,10,932158,4,10,7,4,In-Person,Annual,2024-11-05,41,tax optimization;estate planning;risk management;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4600,19,Student,10321,Married,0,369,15097,1012,1,240,Education,3,119649,6,5,4,7,Phone,Annual,2025-10-04,33,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4601,61,Self-Employed,321908,Single,0,454,216518,23065,3,2073798,Retirement,1,3487308,7,10,4,4,Phone,Annual,2024-11-04,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4602,52,Unemployed,456,Married,2,366,378,500,4,4543,Wealth Accumulation,7,440,2,6,10,8,App,Quarterly,2024-08-14,51,investment strategies;budgeting;savings strategies;college funding;insurance review,treasury bonds;money market;CDs,4
+C4603,52,Salaried,114936,Married,0,472,87581,6279,5,345796,Travel,3,25653,7,8,5,4,App,Biannual,2025-05-14,35,tax optimization;estate planning;investment allocation;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4604,62,Retired,67079,Married,0,406,107820,5583,3,325381,Retirement,1,804723,4,6,6,7,In-Person,Biannual,2025-10-20,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4605,31,Salaried,132932,Married,0,440,187653,8323,6,86704,Debt Reduction,1,104946,5,10,7,6,Email,Biannual,2024-12-03,45,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C4606,47,Salaried,167192,Married,0,487,443033,12148,4,392618,Education,3,113707,6,8,6,5,Email,Monthly,2024-10-08,34,education savings;529 plans;financial aid strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4607,21,Student,13561,Married,0,374,13753,1203,3,1615,Emergency Fund,1,8164,5,3,7,6,App,Quarterly,2025-03-11,33,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,4
+C4608,24,Student,8687,Divorced,1,374,12101,770,1,3531,Education,4,140265,8,5,4,6,Chat,Biannual,2025-02-18,36,education savings;529 plans;budgeting;savings strategies;retirement income,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4609,78,Retired,61475,Married,2,372,48039,7337,3,565663,Retirement,1,546288,5,9,6,7,Email,Quarterly,2025-08-24,50,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4610,67,Retired,95101,Married,1,452,89579,7282,4,599010,Healthcare,7,200019,4,8,7,7,Phone,Quarterly,2025-08-25,50,tax optimization;estate planning;risk management;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4611,21,Student,11843,Married,0,326,12704,1306,2,2,Emergency Fund,1,4087,7,3,3,7,In-Person,Quarterly,2024-08-03,34,budgeting;savings strategies;tax-efficient investing;charitable giving;business succession,growth stocks;sector ETFs;crypto assets,3
+C4612,27,Salaried,230953,Single,2,473,355554,17695,3,103456,Debt Reduction,1,183148,8,8,4,8,Email,Quarterly,2024-12-14,47,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4613,54,Unemployed,113,Single,0,361,74,500,5,1376,Retirement,8,2022,1,6,10,4,In-Person,Annual,2025-08-15,26,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4614,73,Retired,94492,Married,1,417,131119,5091,4,663813,Estate Planning,3,264202,4,10,8,3,Chat,Biannual,2024-12-28,31,tax optimization;estate planning;medicare;retirement income;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4615,61,Retired,83925,Widowed,0,446,36801,4249,5,375437,Wealth Accumulation,10,64102,2,9,9,4,Phone,Biannual,2025-08-06,37,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4616,58,Self-Employed,95093,Married,2,435,49484,6868,2,319364,Healthcare,20,252594,7,8,5,4,Email,Annual,2025-03-13,29,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4617,61,Salaried,276268,Married,1,493,305057,17531,3,875076,Retirement,1,2955279,7,7,4,7,In-Person,Quarterly,2025-07-29,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4618,28,Salaried,47967,Single,2,393,86826,3443,2,25486,Retirement,40,2869230,7,6,3,6,Chat,Quarterly,2025-06-29,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4619,21,Student,12406,Married,0,349,12489,1273,4,4947,Education,7,128293,5,3,7,6,Email,Quarterly,2024-09-23,31,education savings;529 plans;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4620,62,Self-Employed,231629,Married,2,488,132374,16292,3,1008622,Healthcare,7,243781,7,7,4,5,Phone,Monthly,2025-04-08,30,budgeting;savings strategies;insurance review;tax-efficient investing,growth stocks;sector ETFs;crypto assets,3
+C4621,23,Student,15834,Married,1,349,34474,1991,2,2833,Education,3,138689,6,5,5,7,App,Biannual,2024-11-16,44,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4622,75,Retired,27332,Married,0,380,26406,2709,2,164448,Estate Planning,5,655802,5,8,5,7,Phone,Monthly,2025-05-13,42,tax optimization;estate planning;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4623,50,Salaried,135585,Single,0,493,93501,6037,6,352419,Wealth Accumulation,15,178031,5,9,7,7,Phone,Annual,2024-11-26,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4624,30,Salaried,86601,Married,2,413,307956,5817,3,42796,Retirement,34,3688785,6,7,4,5,Email,Monthly,2024-10-06,35,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4625,23,Student,4919,Single,2,376,8209,500,2,3006,Education,3,108893,8,6,3,7,App,Quarterly,2024-10-30,35,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4626,23,Self-Employed,161705,Married,0,419,262082,6873,2,43136,Debt Reduction,1,208596,9,6,3,7,Email,Annual,2025-01-20,36,debt payoff strategies;budgeting;savings strategies;tax strategies;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C4627,48,Self-Employed,201123,Married,1,491,361903,14606,2,633767,Home Purchase,3,1084036,8,10,3,6,App,Ad-hoc,2025-02-07,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4628,44,Salaried,148570,Married,2,502,513603,9539,5,258555,Retirement,16,3862506,6,9,5,7,In-Person,Quarterly,2025-04-30,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4629,62,Salaried,200586,Divorced,0,484,74646,6474,6,991740,Healthcare,10,271896,6,7,6,8,Email,Monthly,2025-03-11,55,budgeting;savings strategies;social security,index funds;blue-chip stocks;corporate bonds,3
+C4630,68,Retired,23347,Divorced,1,369,8800,1958,4,134849,Estate Planning,7,811926,4,7,7,5,Phone,Ad-hoc,2024-12-25,39,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C4631,83,Retired,74379,Married,1,379,57045,3877,5,558432,Estate Planning,15,231245,3,6,7,7,Phone,Quarterly,2024-10-05,48,budgeting;savings strategies;college funding,treasury bonds;money market;CDs,4
+C4632,76,Retired,65961,Married,0,424,30896,6486,2,560916,Estate Planning,5,542533,5,7,5,3,In-Person,Biannual,2025-11-11,26,budgeting;savings strategies;investment allocation;tax-efficient investing;college funding,index funds;blue-chip stocks;corporate bonds,2
+C4633,27,Self-Employed,159160,Married,2,414,130616,15166,1,91485,Home Purchase,1,658671,10,7,1,7,App,Annual,2025-06-02,52,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4634,25,Salaried,189072,Single,0,458,242809,11159,2,55845,Wealth Accumulation,7,221603,9,8,3,5,Phone,Quarterly,2025-03-04,33,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4635,54,Self-Employed,86722,Single,0,456,105318,3079,4,305609,Retirement,8,1665825,4,9,8,6,App,Quarterly,2025-09-08,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4636,25,Student,15747,Single,0,394,20707,1163,1,1344,Retirement,41,724264,7,6,4,8,Phone,Quarterly,2025-11-24,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,4
+C4637,57,Salaried,246459,Married,0,458,350592,17110,2,595145,Estate Planning,5,1697568,7,9,3,3,In-Person,Ad-hoc,2025-05-01,27,tax optimization;estate planning;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4638,60,Self-Employed,255757,Widowed,0,468,190972,13942,3,1485501,Retirement,8,4114636,6,6,5,8,Phone,Biannual,2024-08-20,51,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C4639,60,Salaried,218335,Divorced,0,487,216791,7402,5,648243,Estate Planning,5,1380790,5,8,6,7,Phone,Quarterly,2025-05-27,38,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4640,44,Self-Employed,189448,Widowed,0,483,208080,11938,3,393515,Retirement,23,6583327,8,7,3,5,App,Quarterly,2024-08-08,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C4641,48,Salaried,80657,Married,2,469,157426,6351,2,142446,Home Purchase,7,502796,7,8,4,4,App,Ad-hoc,2024-09-07,28,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4642,18,Student,4701,Married,1,360,9906,586,1,1612,Education,5,109741,8,5,3,8,App,Quarterly,2025-08-12,36,education savings;529 plans;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4643,55,Salaried,244324,Divorced,0,475,71638,12878,3,560374,Travel,2,13416,8,7,4,6,Email,Quarterly,2025-10-10,46,budgeting;savings strategies;emergency fund;college funding;credit score,growth stocks;sector ETFs;crypto assets,4
+C4644,64,Retired,100585,Married,1,445,45656,7561,6,471984,Wealth Accumulation,7,100479,6,9,6,3,Email,Quarterly,2025-01-06,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4645,25,Salaried,124753,Widowed,1,426,172253,6095,2,50701,Wealth Accumulation,10,120232,9,10,2,7,App,Monthly,2025-09-06,48,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4646,23,Salaried,116661,Married,0,456,99377,6793,2,35051,Education,3,131493,7,6,3,7,In-Person,Quarterly,2025-04-03,39,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4647,18,Student,7315,Married,1,318,6582,786,2,4997,Education,4,139228,5,5,6,8,App,Annual,2025-09-28,41,education savings;529 plans;budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4648,22,Salaried,45513,Married,1,379,65834,4588,2,8933,Travel,3,8176,7,7,4,6,App,Biannual,2025-07-09,45,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,3
+C4649,20,Student,4724,Married,0,369,5698,500,2,3794,Travel,2,10734,5,4,5,8,App,Monthly,2025-07-06,48,budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C4650,29,Self-Employed,258023,Divorced,0,467,193997,11809,2,216754,Emergency Fund,1,96309,9,9,2,6,In-Person,Biannual,2025-01-24,48,tax optimization;estate planning;tax-efficient investing,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4651,64,Salaried,122962,Married,0,460,65884,6675,4,446717,Retirement,6,2186591,6,7,6,5,Email,Monthly,2025-03-08,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C4652,37,Salaried,64216,Single,1,435,192992,5324,4,85446,Wealth Accumulation,5,80719,6,7,6,5,App,Ad-hoc,2025-03-21,39,investment strategies;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C4653,30,Self-Employed,59142,Divorced,0,425,65179,3137,1,32265,Emergency Fund,1,57579,7,8,3,7,Chat,Annual,2025-03-30,37,tax optimization;estate planning;social security,growth stocks;sector ETFs;crypto assets;tax-efficient funds,4
+C4654,32,Salaried,192664,Married,1,469,373901,13504,5,155629,Emergency Fund,1,121334,6,9,6,5,App,Quarterly,2025-11-23,42,tax optimization;estate planning;long-term care;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4655,44,Self-Employed,201784,Married,2,452,537323,11494,3,389376,Retirement,23,7487434,9,9,3,7,App,Quarterly,2024-11-22,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4656,36,Salaried,82805,Married,2,419,225947,6106,2,86955,Business Investment,7,36179,7,7,4,7,In-Person,Biannual,2025-11-26,41,budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets,4
+C4657,22,Salaried,116100,Married,1,435,79633,6244,1,27503,Travel,1,12869,9,5,2,6,App,Quarterly,2024-12-28,34,budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets,4
+C4658,30,Unemployed,3515,Single,0,315,10560,500,3,4217,Retirement,34,171012,5,8,6,6,Email,Annual,2024-10-13,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4659,33,Salaried,111642,Married,1,477,179141,9004,2,71723,Retirement,31,4081829,8,9,3,7,Email,Biannual,2025-06-16,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4660,85,Retired,46137,Widowed,1,363,45573,3298,4,445965,Estate Planning,7,1697097,5,8,7,5,In-Person,Biannual,2025-02-26,40,tax optimization;estate planning;social security;insurance review;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4661,33,Salaried,172059,Married,2,443,475136,13326,6,166672,Retirement,35,9210603,5,10,7,5,Email,Monthly,2025-04-20,34,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4662,31,Salaried,206002,Single,1,457,379615,12232,4,98916,Debt Reduction,1,382122,6,8,5,7,Email,Monthly,2025-06-26,46,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4663,51,Unemployed,55,Divorced,0,377,64,500,4,1847,Retirement,9,1123,1,7,10,6,App,Biannual,2025-05-03,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4664,63,Salaried,122515,Single,0,454,73514,4133,5,722358,Retirement,1,1249757,4,10,7,7,Phone,Monthly,2025-11-03,56,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4665,80,Retired,38413,Married,1,373,20225,3988,6,264688,Retirement,1,360713,2,9,10,6,In-Person,Quarterly,2025-07-06,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4666,44,Unemployed,1228,Widowed,0,341,4445,500,3,4233,Home Purchase,2,5155,5,7,6,5,App,Quarterly,2024-10-19,37,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4667,51,Unemployed,3615,Married,2,355,1468,500,4,3894,Travel,2,20223,3,7,8,5,Phone,Biannual,2024-12-25,37,budgeting;savings strategies;charitable giving,treasury bonds;money market;CDs,2
+C4668,67,Retired,43820,Married,1,409,65579,3882,5,281157,Estate Planning,15,987109,2,9,10,5,Phone,Quarterly,2025-11-08,36,tax optimization;estate planning;insurance review;long-term care;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C4669,70,Retired,96450,Single,0,447,78686,5979,3,535106,Travel,1,18741,4,5,7,5,Phone,Monthly,2025-08-26,29,budgeting;savings strategies;long-term care;tax-efficient investing;insurance review,index funds;blue-chip stocks;corporate bonds,4
+C4670,58,Unemployed,928,Married,2,378,593,500,3,3854,Retirement,12,18632,4,9,8,7,Phone,Annual,2025-03-01,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4671,41,Self-Employed,179376,Single,0,493,386167,8570,1,393166,Home Purchase,3,750955,9,10,1,5,Email,Quarterly,2025-03-05,38,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4672,53,Salaried,110994,Married,2,465,83565,11059,5,284282,Healthcare,10,139490,4,9,7,7,Phone,Quarterly,2024-10-17,40,tax optimization;estate planning;retirement income;business succession;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4673,24,Salaried,165240,Widowed,1,417,349088,8033,1,43448,Travel,1,22436,10,7,1,7,Email,Annual,2025-12-13,47,budgeting;savings strategies;emergency fund;long-term care,growth stocks;sector ETFs;crypto assets,4
+C4674,28,Self-Employed,105108,Married,2,437,160621,9277,1,54305,Home Purchase,5,604420,9,7,1,8,App,Quarterly,2025-05-11,56,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4675,25,Salaried,137912,Married,1,457,219199,6930,2,42890,Retirement,37,6478505,9,7,2,7,Phone,Biannual,2025-12-08,47,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4676,34,Unemployed,4681,Married,1,334,17973,538,2,3424,Home Purchase,3,28453,6,5,4,7,Email,Quarterly,2025-12-15,47,mortgage options;down payment;budgeting;savings strategies;emergency fund,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4677,25,Salaried,121992,Married,0,405,114419,9451,3,32259,Debt Reduction,2,115949,7,7,4,6,In-Person,Annual,2025-08-23,40,debt payoff strategies;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;debt consolidation loan,2
+C4678,33,Salaried,60877,Married,2,452,190901,6339,5,56188,Retirement,33,2738889,5,7,7,4,Email,Annual,2025-05-27,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4679,24,Salaried,142814,Married,0,448,228839,6956,3,46660,Travel,1,12087,7,8,4,6,App,Quarterly,2025-12-03,38,tax optimization;estate planning;college funding;emergency fund;long-term care,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4680,39,Unemployed,1607,Married,3,383,3583,500,2,293,Wealth Accumulation,7,1334,5,6,6,5,Email,Quarterly,2025-07-02,30,investment strategies;budgeting;savings strategies;credit score;medicare,index funds;blue-chip stocks;corporate bonds,3
+C4681,22,Student,15894,Divorced,2,394,22804,1681,3,4337,Travel,2,10536,6,6,6,5,Email,Biannual,2025-04-20,26,budgeting;savings strategies;long-term care;tax-efficient investing;business succession,index funds;blue-chip stocks;corporate bonds,3
+C4682,72,Retired,55646,Married,0,383,87355,4050,2,370918,Healthcare,7,77041,6,6,5,3,Phone,Quarterly,2025-04-12,20,budgeting;savings strategies;investment allocation;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C4683,42,Self-Employed,257702,Married,2,496,337820,25442,3,423087,Retirement,21,8090973,9,10,3,8,Email,Monthly,2025-08-25,62,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4684,50,Self-Employed,88010,Divorced,0,461,22701,5699,2,185650,Retirement,17,1929896,6,8,5,6,Chat,Annual,2025-11-08,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4685,22,Salaried,147188,Married,0,422,197485,7564,2,24161,Home Purchase,3,954591,8,9,2,5,Email,Quarterly,2024-07-09,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4686,49,Salaried,206072,Married,2,519,343960,14141,2,428312,Business Investment,15,76003,8,8,3,6,App,Quarterly,2025-05-01,46,tax optimization;estate planning;tax strategies,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4687,73,Retired,91949,Single,2,434,52962,6337,7,751493,Travel,1,12395,1,8,10,5,In-Person,Quarterly,2025-09-26,33,tax optimization;estate planning;retirement income;long-term care;college funding,treasury bonds;money market;CDs;tax-efficient funds,2
+C4688,57,Self-Employed,238123,Married,1,475,377292,17833,2,774373,Retirement,7,3989923,8,10,3,4,App,Biannual,2025-07-27,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4689,21,Student,12254,Single,2,351,9328,1043,1,987,Education,5,108124,7,5,4,5,Phone,Quarterly,2025-02-06,30,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4690,24,Salaried,85843,Widowed,2,421,149382,4896,1,19148,Travel,1,18442,8,5,3,7,Chat,Biannual,2025-08-31,44,budgeting;savings strategies;tax strategies;medicare,growth stocks;sector ETFs;crypto assets,3
+C4691,45,Salaried,124289,Married,1,471,181176,8566,2,174814,Business Investment,10,110593,7,8,3,5,Phone,Ad-hoc,2025-07-11,33,tax optimization;estate planning;charitable giving;insurance review,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4692,29,Self-Employed,283661,Married,2,442,520310,23622,1,239642,Debt Reduction,2,260574,9,7,2,8,App,Quarterly,2025-08-05,50,debt payoff strategies;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C4693,61,Self-Employed,200517,Married,2,435,168432,20804,4,1281385,Wealth Accumulation,7,278866,5,10,6,6,Chat,Annual,2025-01-18,52,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4694,49,Salaried,189412,Married,0,461,660595,15664,3,536211,Wealth Accumulation,7,189780,8,9,4,5,Phone,Biannual,2024-11-04,31,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4695,72,Retired,25437,Single,1,416,32172,2313,5,143103,Healthcare,10,105766,3,5,9,8,Email,Biannual,2025-02-25,53,budgeting;savings strategies;college funding;tax strategies;emergency fund,treasury bonds;money market;CDs,3
+C4696,60,Retired,86664,Widowed,0,422,126128,4803,3,249807,Retirement,7,1359972,4,6,7,7,Email,Quarterly,2025-04-08,41,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4697,50,Unemployed,3703,Married,2,361,5284,500,3,3704,Retirement,20,109567,4,7,6,5,Email,Monthly,2025-06-11,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4698,83,Retired,61466,Married,1,389,52037,6049,5,513174,Estate Planning,10,1893883,1,8,9,4,App,Annual,2025-02-24,32,tax optimization;estate planning;charitable giving;credit score,treasury bonds;money market;CDs;tax-efficient funds,3
+C4699,31,Self-Employed,64324,Single,1,446,204254,5883,2,32534,Home Purchase,1,310996,7,6,4,7,Email,Quarterly,2025-02-09,43,mortgage options;down payment;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4700,24,Student,7633,Single,0,357,8089,629,1,3670,Travel,1,7841,7,6,4,7,App,Biannual,2025-07-10,46,budgeting;savings strategies;long-term care,growth stocks;sector ETFs;crypto assets,3
+C4701,51,Salaried,213409,Married,0,473,66954,13105,3,608311,Estate Planning,7,1044764,6,9,4,6,Email,Quarterly,2024-07-04,46,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4702,19,Student,4659,Married,1,353,10976,500,2,106,Emergency Fund,1,1690,7,4,4,6,App,Quarterly,2025-09-19,33,budgeting;savings strategies;insurance review;emergency fund;tax strategies,growth stocks;sector ETFs;crypto assets,3
+C4703,36,Salaried,213495,Single,0,462,565600,11261,2,219106,Retirement,28,7484707,7,9,3,7,Phone,Annual,2024-10-25,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4704,39,Unemployed,1993,Married,0,384,6431,500,3,1167,Education,3,143309,5,6,7,6,Email,Monthly,2025-04-03,36,education savings;529 plans;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4705,38,Salaried,204601,Married,2,493,269755,14618,4,312075,Education,5,145712,6,7,4,5,Phone,Quarterly,2025-07-03,32,education savings;529 plans;budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4706,79,Retired,25949,Single,0,394,13662,2152,3,196869,Healthcare,10,250443,5,8,7,5,App,Quarterly,2025-07-27,33,tax optimization;estate planning;investment allocation;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4707,34,Salaried,79092,Married,0,464,244357,4840,2,58499,Retirement,34,3814064,8,7,3,7,Phone,Quarterly,2025-04-15,52,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4708,47,Salaried,211555,Married,0,485,525452,14440,3,509832,Home Purchase,5,1239811,6,9,5,8,In-Person,Quarterly,2025-10-07,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4709,35,Self-Employed,101845,Married,1,418,179043,5689,2,88651,Wealth Accumulation,5,135885,8,9,3,7,Phone,Quarterly,2024-12-24,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4710,25,Student,17362,Divorced,0,369,37561,1483,2,4060,Home Purchase,3,78376,7,8,4,6,Chat,Quarterly,2025-11-06,39,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4711,62,Self-Employed,128655,Single,0,450,71741,5450,5,727248,Retirement,3,1922109,5,10,6,7,Chat,Annual,2025-04-01,59,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4712,63,Salaried,216190,Single,0,459,227617,10591,6,1095808,Retirement,1,2703207,3,8,7,4,Email,Biannual,2025-07-16,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,3
+C4713,30,Salaried,49795,Widowed,1,407,165450,4342,2,23004,Emergency Fund,1,27109,6,6,4,7,Phone,Biannual,2024-09-12,36,budgeting;savings strategies;charitable giving;social security;risk management,index funds;blue-chip stocks;corporate bonds,3
+C4714,28,Salaried,191043,Married,0,468,347955,13399,3,118423,Retirement,37,8911349,9,6,3,7,Email,Quarterly,2025-07-02,40,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4715,66,Retired,82927,Divorced,1,427,95993,4138,5,341191,Estate Planning,20,1524942,2,6,8,3,Phone,Ad-hoc,2025-03-30,26,budgeting;savings strategies;estate planning;social security;tax-efficient investing,treasury bonds;money market;CDs,3
+C4716,28,Salaried,210421,Single,0,440,251196,11028,1,128125,Home Purchase,3,1322244,9,8,2,5,App,Quarterly,2025-11-20,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4717,76,Retired,74999,Single,0,433,28825,3250,4,672722,Healthcare,7,298504,2,9,8,6,Phone,Quarterly,2024-11-20,38,tax optimization;estate planning;college funding;risk management,treasury bonds;money market;CDs;tax-efficient funds,2
+C4718,57,Self-Employed,116059,Divorced,1,444,137594,7031,5,427906,Retirement,13,2286190,4,8,7,7,App,Biannual,2025-10-31,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4719,60,Retired,65318,Married,2,451,31129,5962,3,306078,Retirement,1,603860,3,8,8,4,In-Person,Biannual,2025-09-26,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4720,22,Unemployed,3060,Married,0,335,2745,500,3,718,Education,4,139528,6,3,5,5,Email,Biannual,2025-12-20,31,education savings;529 plans;budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds;529 plan,2
+C4721,71,Retired,29936,Married,2,411,20831,3170,3,200414,Estate Planning,10,1556098,2,8,8,4,Email,Annual,2025-09-17,27,tax optimization;estate planning;insurance review;business succession;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C4722,26,Salaried,113075,Married,1,446,109570,5470,2,44937,Retirement,35,4482654,8,9,3,7,App,Monthly,2025-06-09,47,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4723,63,Salaried,192932,Single,2,467,147913,9933,6,717784,Wealth Accumulation,7,178595,3,9,7,8,Email,Monthly,2024-12-16,50,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4724,74,Retired,82840,Married,2,398,108297,6177,4,404050,Emergency Fund,1,26421,4,7,8,8,In-Person,Monthly,2024-08-13,47,budgeting;savings strategies;college funding;investment allocation,index funds;blue-chip stocks;corporate bonds,4
+C4725,53,Salaried,251317,Married,2,499,123659,19446,2,469081,Retirement,13,5236498,8,7,3,4,In-Person,Annual,2025-03-13,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,3
+C4726,72,Retired,70973,Married,0,437,44308,3964,5,554429,Healthcare,10,196794,2,6,8,4,Phone,Biannual,2025-03-19,27,budgeting;savings strategies;business succession;estate planning,treasury bonds;money market;CDs,2
+C4727,57,Salaried,149285,Widowed,0,458,183707,9577,5,613385,Retirement,8,2783852,5,8,7,8,In-Person,Monthly,2025-01-04,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4728,63,Salaried,149932,Widowed,0,467,49853,6787,5,508991,Retirement,5,2257894,4,8,7,7,In-Person,Annual,2025-02-04,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4729,61,Salaried,63850,Widowed,1,459,85042,4795,6,257864,Retirement,7,1137779,3,6,8,7,Phone,Ad-hoc,2024-10-26,45,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C4730,74,Retired,27406,Married,0,393,35327,2503,2,218704,Estate Planning,7,977972,4,6,6,5,In-Person,Monthly,2025-05-24,27,budgeting;savings strategies;tax strategies;emergency fund;investment allocation,index funds;blue-chip stocks;corporate bonds,2
+C4731,65,Retired,89818,Widowed,0,449,90718,3730,5,530279,Retirement,5,1360185,3,9,8,3,Phone,Biannual,2025-07-08,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4732,54,Self-Employed,133770,Single,2,468,88593,9170,4,421752,Travel,5,19523,7,8,4,4,Email,Quarterly,2024-09-09,25,tax optimization;estate planning;medicare;tax-efficient investing;business succession,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4733,55,Unemployed,4557,Single,0,340,5269,500,3,2031,Travel,2,16432,3,6,7,6,Email,Biannual,2024-11-03,32,budgeting;savings strategies;investment allocation;business succession;tax strategies,treasury bonds;money market;CDs,3
+C4734,80,Retired,50577,Single,0,384,54340,3650,5,461139,Travel,1,10574,3,9,8,3,In-Person,Quarterly,2024-10-30,22,tax optimization;estate planning;retirement income;long-term care;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C4735,22,Student,5801,Married,0,336,5552,555,2,2794,Education,3,138399,7,5,4,7,Email,Quarterly,2025-05-16,37,education savings;529 plans;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4736,62,Self-Employed,248740,Divorced,0,491,184057,12572,8,1518800,Retirement,2,2643788,4,9,8,7,App,Quarterly,2025-12-24,48,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4737,64,Salaried,147858,Single,0,434,151561,6886,3,769949,Retirement,1,1823711,7,9,5,4,Email,Biannual,2025-06-26,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4738,33,Salaried,195383,Widowed,0,478,267447,6404,4,186812,Home Purchase,3,1109479,5,10,6,7,Email,Quarterly,2025-12-04,44,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4739,35,Salaried,182225,Married,1,449,375344,14432,4,234622,Education,5,161445,7,8,4,5,App,Quarterly,2025-12-22,40,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4740,60,Unemployed,819,Married,2,358,1000,500,2,3645,Retirement,8,13787,5,5,6,4,In-Person,Quarterly,2025-04-22,23,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4741,71,Retired,23990,Single,0,407,6948,2054,5,191202,Healthcare,7,82637,1,6,10,4,Phone,Biannual,2025-07-06,25,budgeting;savings strategies;charitable giving,treasury bonds;money market;CDs,2
+C4742,60,Retired,87327,Married,1,423,83241,6347,4,359346,Healthcare,3,132843,6,8,6,6,Phone,Quarterly,2024-11-11,48,tax optimization;estate planning;insurance review;college funding,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4743,26,Salaried,44665,Single,0,403,77622,3053,1,22585,Emergency Fund,1,42537,9,7,2,5,App,Annual,2024-12-13,35,budgeting;savings strategies;long-term care;social security,growth stocks;sector ETFs;crypto assets,3
+C4744,83,Retired,55423,Married,0,388,69414,3990,6,470402,Healthcare,10,90614,1,7,10,5,App,Quarterly,2025-03-12,34,budgeting;savings strategies;credit score,treasury bonds;money market;CDs,3
+C4745,50,Salaried,170847,Divorced,0,519,110538,11149,4,363830,Retirement,11,3703460,7,9,4,8,Chat,Monthly,2024-09-22,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4746,63,Self-Employed,75736,Married,2,420,67195,7589,3,319086,Wealth Accumulation,10,77376,5,5,7,6,Phone,Quarterly,2024-11-21,32,investment strategies;budgeting;savings strategies;retirement income;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C4747,51,Self-Employed,248752,Married,2,513,217530,19705,2,759774,Retirement,19,8472844,9,8,3,4,Email,Biannual,2024-09-22,29,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4748,26,Self-Employed,241624,Married,1,458,185586,21000,2,123862,Emergency Fund,3,218668,9,8,2,6,App,Monthly,2024-12-22,45,tax optimization;estate planning;long-term care;charitable giving,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4749,19,Student,5251,Married,1,361,7236,573,2,3194,Debt Reduction,1,4404,6,3,5,6,Phone,Monthly,2025-06-01,30,debt payoff strategies;budgeting;savings strategies;tax strategies,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4750,19,Student,10099,Married,0,320,20001,883,2,4938,Emergency Fund,1,6934,6,4,5,5,Email,Quarterly,2024-08-08,33,budgeting;savings strategies;charitable giving;retirement income;medicare,index funds;blue-chip stocks;corporate bonds,3
+C4751,36,Salaried,113256,Widowed,2,446,259745,8417,4,105771,Wealth Accumulation,5,147536,7,8,4,5,App,Annual,2025-01-06,29,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4752,72,Retired,92746,Single,0,434,142985,3165,3,692670,Healthcare,7,111155,5,8,5,7,Phone,Biannual,2024-08-12,38,tax optimization;estate planning;long-term care;investment allocation;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4753,18,Student,15359,Married,0,359,10748,1534,2,3374,Education,5,138702,5,6,6,7,App,Biannual,2025-08-29,41,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4754,70,Retired,74261,Married,2,443,69858,6745,4,452099,Retirement,1,954834,6,6,6,4,Phone,Quarterly,2025-07-06,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4755,28,Salaried,137892,Divorced,1,445,109662,5956,3,64536,Home Purchase,2,608906,9,8,3,7,Email,Quarterly,2025-06-08,45,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4756,22,Student,12603,Single,0,337,12473,1042,2,1143,Travel,1,29090,6,5,4,8,Email,Annual,2025-01-25,44,budgeting;savings strategies;investment allocation;credit score,index funds;blue-chip stocks;corporate bonds,3
+C4757,41,Self-Employed,205046,Married,2,461,622479,15558,4,501590,Business Investment,20,347962,7,10,5,7,In-Person,Quarterly,2024-08-06,42,tax optimization;estate planning;retirement income,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4758,61,Retired,58282,Single,1,431,87636,4005,3,291670,Retirement,5,914631,2,7,8,3,Phone,Annual,2025-04-06,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4759,35,Salaried,82504,Married,1,448,340647,6189,4,70433,Retirement,29,3485008,4,9,7,5,Phone,Biannual,2024-08-01,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4760,62,Salaried,240532,Single,0,504,230042,14916,3,932964,Retirement,3,2697233,6,7,4,7,Phone,Quarterly,2025-10-22,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,4
+C4761,65,Self-Employed,124154,Married,0,454,52993,6172,4,859344,Travel,3,17641,6,7,5,4,Phone,Annual,2025-11-26,26,budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds,3
+C4762,38,Self-Employed,263470,Widowed,0,459,964932,12180,5,500157,Education,10,146254,6,7,5,6,Phone,Annual,2025-12-03,43,education savings;529 plans;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4763,36,Self-Employed,214992,Married,3,449,445056,17793,3,247612,Retirement,25,8088614,7,9,4,4,App,Biannual,2025-11-18,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4764,65,Retired,67896,Divorced,1,407,89217,5463,3,326566,Estate Planning,7,724117,6,9,5,7,Email,Ad-hoc,2024-09-18,42,tax optimization;estate planning;credit score;college funding;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4765,38,Salaried,240924,Divorced,1,482,658492,15587,2,397740,Retirement,23,7406287,8,8,3,5,Email,Monthly,2025-05-12,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4766,57,Salaried,164479,Divorced,1,482,127228,8727,2,420313,Retirement,5,2127311,8,8,2,6,Phone,Biannual,2025-09-06,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4767,26,Self-Employed,157488,Single,2,432,218200,10681,2,81244,Home Purchase,2,793776,8,7,3,6,Phone,Monthly,2025-12-07,37,mortgage options;down payment;budgeting;savings strategies;risk management,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4768,69,Retired,17260,Married,2,384,19052,2031,4,117713,Estate Planning,7,779505,3,7,8,7,App,Biannual,2024-12-15,49,budgeting;savings strategies;emergency fund;investment allocation,treasury bonds;money market;CDs,3
+C4769,82,Retired,60614,Divorced,0,376,25665,3364,4,379272,Healthcare,10,158844,4,8,7,5,In-Person,Biannual,2024-12-18,40,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4770,26,Salaried,44983,Single,0,444,49610,2483,3,17256,Debt Reduction,1,69676,6,7,6,7,App,Annual,2025-03-22,40,debt payoff strategies;budgeting;savings strategies;credit score;investment allocation,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4771,64,Salaried,146327,Married,1,460,157569,8928,5,911397,Retirement,1,1791493,5,8,6,7,Phone,Quarterly,2024-10-07,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4772,57,Self-Employed,281757,Single,0,460,221459,10956,1,1468744,Retirement,8,4279005,9,8,1,7,Email,Quarterly,2024-08-12,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4773,65,Self-Employed,112110,Married,0,442,31487,5795,4,796373,Estate Planning,3,1400618,6,9,5,5,Chat,Annual,2025-03-06,41,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4774,48,Salaried,185319,Married,0,487,285483,12597,3,346277,Home Purchase,5,960496,8,10,3,7,App,Quarterly,2024-11-13,51,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4775,35,Self-Employed,201581,Widowed,0,484,323936,11948,1,269326,Retirement,35,10733392,10,10,1,7,App,Quarterly,2025-07-03,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4776,61,Salaried,146619,Married,1,469,214961,8848,6,562742,Healthcare,5,270823,5,9,6,8,Phone,Quarterly,2025-04-17,57,tax optimization;estate planning;investment allocation;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4777,25,Self-Employed,166443,Married,1,452,107084,9613,1,60280,Home Purchase,2,927612,9,7,1,7,App,Monthly,2024-09-18,41,mortgage options;down payment;budgeting;savings strategies;social security,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4778,54,Salaried,51178,Married,2,484,18904,5530,5,140603,Retirement,11,1080423,3,8,9,4,Phone,Annual,2024-08-08,28,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4779,80,Retired,17470,Married,0,355,8549,1785,3,167821,Healthcare,7,244943,2,6,8,5,Email,Quarterly,2025-05-31,25,budgeting;savings strategies;risk management,treasury bonds;money market;CDs,3
+C4780,21,Student,5499,Married,0,333,7784,531,1,3481,Home Purchase,10,21705,7,5,4,7,App,Quarterly,2025-03-23,32,mortgage options;down payment;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4781,64,Self-Employed,60433,Married,1,434,76796,4959,3,289954,Retirement,1,572895,4,8,7,6,In-Person,Biannual,2025-09-13,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4782,65,Retired,81152,Single,0,416,48480,4016,4,305665,Retirement,1,853322,5,5,7,8,Phone,Biannual,2025-07-19,43,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4783,31,Salaried,43917,Married,1,440,109597,4338,2,30642,Debt Reduction,2,27279,6,7,5,5,Phone,Biannual,2025-04-23,32,debt payoff strategies;budgeting;savings strategies;credit score,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4784,26,Self-Employed,215180,Married,0,448,369749,15515,2,114144,Home Purchase,1,990022,8,8,3,6,Email,Quarterly,2025-10-13,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4785,61,Salaried,239759,Married,1,456,319654,13088,3,744100,Retirement,9,4688574,6,7,5,5,Email,Quarterly,2025-09-18,36,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,2
+C4786,22,Student,11088,Married,0,362,15002,1149,2,2692,Travel,1,19184,7,7,4,7,App,Quarterly,2025-10-15,51,budgeting;savings strategies;tax-efficient investing;estate planning;charitable giving,growth stocks;sector ETFs;crypto assets,4
+C4787,58,Salaried,91255,Married,1,484,109989,6860,4,368793,Retirement,8,1809099,3,9,7,4,In-Person,Quarterly,2025-04-26,27,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4788,24,Salaried,113545,Single,0,436,88113,5184,2,32714,Education,2,154340,9,5,3,7,Phone,Monthly,2024-10-09,43,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4789,35,Unemployed,4388,Married,2,348,8781,528,3,3373,Retirement,25,130087,4,6,7,4,Phone,Biannual,2025-12-07,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4790,60,Salaried,203390,Married,1,496,65289,16491,6,762199,Estate Planning,5,370675,6,6,6,7,In-Person,Quarterly,2025-06-17,42,budgeting;savings strategies;charitable giving;tax-efficient investing;retirement income,index funds;blue-chip stocks;corporate bonds,3
+C4791,78,Retired,88834,Married,1,433,120761,6727,4,818973,Healthcare,5,145757,3,8,8,5,Phone,Biannual,2025-12-01,33,tax optimization;estate planning;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C4792,52,Self-Employed,67977,Married,1,462,70117,6112,4,197196,Travel,1,15927,5,6,6,7,App,Quarterly,2025-07-01,36,budgeting;savings strategies;investment allocation;long-term care,index funds;blue-chip stocks;corporate bonds,4
+C4793,29,Unemployed,70,Married,2,348,65,500,3,2594,Home Purchase,1,290,6,5,6,7,In-Person,Ad-hoc,2024-08-07,42,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4794,36,Salaried,170351,Married,2,483,393818,12180,2,218800,Education,3,105783,8,8,3,6,App,Annual,2025-09-27,36,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4795,62,Salaried,153135,Divorced,1,494,196592,8161,4,804157,Retirement,1,1753057,4,9,6,8,Phone,Quarterly,2025-06-25,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4796,40,Self-Employed,204159,Married,3,487,261536,17470,3,322827,Home Purchase,2,798212,7,9,5,5,Chat,Annual,2024-07-19,34,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4797,37,Salaried,154271,Married,1,457,156437,12402,1,170740,Retirement,33,5360235,8,8,2,5,App,Biannual,2025-10-23,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4798,31,Self-Employed,228528,Married,1,449,958735,11893,2,184031,Retirement,35,9466656,8,8,2,7,Phone,Quarterly,2024-07-16,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4799,35,Salaried,92454,Married,2,454,140811,8775,3,118080,Wealth Accumulation,5,92131,6,6,5,8,Phone,Monthly,2025-08-23,42,investment strategies;budgeting;savings strategies;college funding;estate planning,index funds;blue-chip stocks;corporate bonds,3
+C4800,28,Salaried,223064,Single,0,473,253098,13217,1,107232,Home Purchase,5,1516070,9,6,2,6,Chat,Quarterly,2025-12-21,31,mortgage options;down payment;budgeting;savings strategies;insurance review,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4801,54,Self-Employed,223038,Married,2,491,227419,13882,3,654721,Wealth Accumulation,10,363662,7,9,3,3,Phone,Annual,2024-09-30,27,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4802,66,Retired,64771,Single,0,446,85658,4036,5,434557,Retirement,1,720655,2,8,8,7,Phone,Biannual,2025-07-11,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4803,33,Self-Employed,109534,Married,0,412,162345,7849,4,82690,Home Purchase,3,472791,5,8,6,7,Email,Monthly,2024-12-21,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4804,21,Unemployed,1248,Divorced,1,344,1779,500,3,829,Travel,5,16704,5,3,6,7,App,Ad-hoc,2024-09-22,30,budgeting;savings strategies;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C4805,25,Self-Employed,82538,Widowed,0,430,97048,5068,1,38191,Home Purchase,5,558735,9,6,2,5,App,Biannual,2025-09-06,33,mortgage options;down payment;budgeting;savings strategies;charitable giving,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4806,66,Retired,95391,Single,2,439,113094,5628,4,575297,Estate Planning,15,988567,2,7,9,5,Email,Monthly,2025-08-22,29,budgeting;savings strategies;tax-efficient investing;medicare;college funding,treasury bonds;money market;CDs,4
+C4807,76,Retired,37203,Single,0,391,30454,2682,6,316200,Retirement,1,469891,3,8,9,6,In-Person,Quarterly,2025-03-30,45,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4808,42,Salaried,116120,Married,2,441,277674,8642,2,224193,Wealth Accumulation,7,92444,7,9,4,4,Email,Annual,2024-08-17,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4809,61,Unemployed,1654,Divorced,1,332,1971,500,3,3046,Wealth Accumulation,7,1664,4,6,6,3,Email,Annual,2025-05-29,24,investment strategies;budgeting;savings strategies;insurance review;retirement income,index funds;blue-chip stocks;corporate bonds,2
+C4810,47,Salaried,141184,Married,0,456,525162,9769,2,371371,Retirement,14,3093563,7,9,3,7,App,Biannual,2025-10-29,41,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4811,32,Salaried,88831,Married,1,445,220848,6930,2,65363,Home Purchase,3,495418,7,7,3,7,App,Biannual,2025-02-16,43,mortgage options;down payment;budgeting;savings strategies;investment allocation,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4812,36,Salaried,152645,Married,0,448,512855,12123,1,193926,Retirement,32,5251753,8,8,2,8,Email,Quarterly,2025-04-11,52,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4813,61,Salaried,109104,Married,1,452,135597,9166,5,459191,Retirement,9,2339284,4,10,7,8,App,Biannual,2024-09-17,61,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,4
+C4814,81,Retired,75128,Married,0,386,83893,3462,4,495436,Estate Planning,3,233400,5,7,7,4,In-Person,Biannual,2025-11-05,30,budgeting;savings strategies;estate planning;college funding,index funds;blue-chip stocks;corporate bonds,2
+C4815,64,Salaried,83091,Married,0,474,25295,4717,5,281206,Healthcare,10,177716,4,7,8,4,In-Person,Annual,2025-03-30,25,budgeting;savings strategies;insurance review;tax strategies,index funds;blue-chip stocks;corporate bonds,2
+C4816,66,Retired,107421,Widowed,0,449,58379,5251,10,452031,Retirement,1,1229923,1,7,10,7,Phone,Biannual,2025-04-27,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;traditional IRA,4
+C4817,26,Salaried,123776,Married,1,433,81110,6976,1,50979,Home Purchase,10,484251,8,7,2,6,App,Monthly,2025-12-08,41,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4818,56,Salaried,223427,Divorced,0,489,140971,8761,5,873214,Healthcare,3,239041,4,8,8,8,In-Person,Quarterly,2025-08-24,55,tax optimization;estate planning;long-term care,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4819,40,Self-Employed,215827,Married,2,441,308324,20580,2,402140,Wealth Accumulation,10,202204,9,9,2,6,Email,Ad-hoc,2025-09-23,45,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4820,26,Salaried,112325,Single,1,423,116111,6783,3,32923,Emergency Fund,2,96807,6,10,4,8,Phone,Quarterly,2025-04-09,57,tax optimization;estate planning;charitable giving,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4821,43,Salaried,225237,Married,2,505,638909,19405,3,327281,Retirement,26,7482820,7,10,4,6,App,Quarterly,2025-08-09,38,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4822,40,Self-Employed,314005,Divorced,0,446,459997,21811,3,711898,Retirement,21,10921231,7,9,4,6,App,Biannual,2024-11-09,44,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4823,25,Student,5738,Married,1,335,13406,631,2,1738,Retirement,43,252259,7,5,5,5,Chat,Biannual,2025-10-11,29,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C4824,71,Retired,77614,Married,1,417,85740,5230,5,622042,Healthcare,10,145638,3,7,7,5,Chat,Biannual,2025-05-30,36,budgeting;savings strategies;insurance review;long-term care,treasury bonds;money market;CDs,3
+C4825,83,Retired,27935,Single,0,362,43236,2556,4,192750,Retirement,1,353806,4,8,8,7,Phone,Monthly,2024-10-13,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4826,64,Retired,99789,Married,0,418,78886,5457,5,485000,Retirement,3,1110517,3,7,8,4,Phone,Annual,2024-11-19,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4827,75,Retired,83121,Married,0,404,127605,3527,4,749793,Emergency Fund,1,76097,2,7,9,8,Email,Monthly,2024-08-29,51,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,4
+C4828,24,Unemployed,3394,Married,1,357,4771,500,4,1085,Education,7,132246,5,4,7,8,In-Person,Annual,2025-10-03,37,education savings;529 plans;budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds;529 plan,4
+C4829,24,Student,5064,Married,0,366,6288,508,1,2394,Travel,5,23739,8,5,3,5,Email,Annual,2025-04-02,24,budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets,3
+C4830,27,Salaried,79369,Single,0,403,137292,4334,3,43118,Debt Reduction,1,99205,6,8,5,5,Phone,Monthly,2025-06-04,31,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C4831,61,Retired,35608,Married,2,443,42052,3929,5,129510,Retirement,1,427825,2,8,10,6,Email,Monthly,2025-11-12,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4832,63,Salaried,89576,Married,2,428,148727,6406,3,340794,Retirement,3,1219138,5,9,6,6,Email,Annual,2025-01-14,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4833,31,Salaried,179700,Married,2,431,557387,13487,1,82135,Home Purchase,3,907085,9,8,1,8,App,Monthly,2025-05-18,59,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4834,64,Salaried,105394,Married,1,453,102960,9050,5,614110,Travel,3,27227,3,9,7,6,In-Person,Biannual,2025-09-24,40,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C4835,36,Salaried,170611,Divorced,0,441,408053,7237,2,203738,Retirement,28,7156988,8,7,3,6,App,Quarterly,2025-06-24,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;traditional IRA,2
+C4836,29,Salaried,122808,Single,1,467,131731,5355,1,73901,Wealth Accumulation,5,153524,9,6,2,8,Chat,Monthly,2025-03-05,41,investment strategies;budgeting;savings strategies;retirement income;emergency fund,growth stocks;sector ETFs;crypto assets,4
+C4837,54,Salaried,135702,Divorced,0,466,176157,5037,5,386668,Healthcare,7,64195,3,10,7,3,Phone,Annual,2025-03-07,28,tax optimization;estate planning;investment allocation,treasury bonds;money market;CDs;tax-efficient funds,3
+C4838,27,Salaried,100058,Divorced,0,464,73019,4984,4,51926,Wealth Accumulation,20,164550,7,9,4,8,Chat,Monthly,2025-03-30,49,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4839,23,Self-Employed,30915,Married,0,377,39032,2927,3,9215,Debt Reduction,2,55181,6,8,5,5,App,Biannual,2025-08-24,42,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C4840,18,Student,4520,Single,2,327,9953,500,2,2804,Home Purchase,3,28474,5,6,5,7,Phone,Quarterly,2025-02-11,46,mortgage options;down payment;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4841,24,Salaried,133862,Divorced,1,462,163863,8860,4,30882,Education,3,154105,7,7,4,6,App,Quarterly,2025-02-15,31,education savings;529 plans;budgeting;savings strategies;credit score,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4842,40,Salaried,80262,Single,0,448,164237,4997,3,133530,Home Purchase,2,347710,6,7,5,5,App,Monthly,2025-09-29,38,mortgage options;down payment;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4843,30,Salaried,98215,Divorced,2,451,284831,4928,1,45815,Debt Reduction,3,149906,8,7,3,6,Phone,Biannual,2025-07-30,42,debt payoff strategies;budgeting;savings strategies;tax strategies;long-term care,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4844,52,Salaried,95937,Single,0,457,96318,4064,4,190090,Retirement,17,2439296,4,8,7,5,Chat,Ad-hoc,2025-06-29,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4845,38,Self-Employed,220212,Married,2,476,617149,17969,3,371930,Education,4,135514,7,7,3,7,App,Monthly,2025-03-19,39,education savings;529 plans;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4846,41,Unemployed,3805,Divorced,1,384,15433,500,4,2522,Retirement,24,104853,2,6,10,4,App,Biannual,2025-12-04,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4847,32,Unemployed,408,Single,0,333,1765,500,4,4435,Retirement,37,20025,4,5,7,8,Email,Biannual,2025-10-16,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4848,19,Student,5770,Divorced,0,333,5669,500,1,1969,Emergency Fund,3,2097,8,4,3,7,Email,Monthly,2025-01-30,45,budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets,3
+C4849,70,Retired,94368,Single,0,448,96487,3314,4,668191,Healthcare,10,267430,1,6,10,3,Email,Biannual,2025-10-19,25,budgeting;savings strategies;business succession,treasury bonds;money market;CDs,3
+C4850,29,Salaried,230459,Divorced,1,476,228449,14393,1,147529,Home Purchase,1,1436747,9,9,1,7,Chat,Biannual,2025-08-01,54,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4851,60,Salaried,170244,Married,2,467,180091,13486,3,492661,Retirement,7,3419047,5,7,5,8,Email,Annual,2025-01-19,54,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4852,55,Salaried,133961,Married,0,447,49849,9466,4,449212,Healthcare,5,81682,6,9,5,4,Phone,Annual,2025-02-02,35,tax optimization;estate planning;insurance review;investment allocation;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4853,76,Retired,91307,Married,2,381,28304,6842,4,489507,Healthcare,7,108372,2,9,8,5,Email,Biannual,2025-09-27,33,tax optimization;estate planning;tax-efficient investing,treasury bonds;money market;CDs;tax-efficient funds,3
+C4854,20,Student,10740,Married,1,375,15597,1171,3,3261,Emergency Fund,1,3738,5,6,6,7,Phone,Biannual,2025-08-24,41,budgeting;savings strategies;charitable giving;credit score;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C4855,83,Retired,38488,Divorced,1,352,48877,2846,4,323097,Travel,1,9307,2,10,8,5,Phone,Annual,2025-08-28,46,tax optimization;estate planning;credit score;long-term care,treasury bonds;money market;CDs;tax-efficient funds,3
+C4856,50,Salaried,112969,Divorced,0,463,150567,7348,8,263680,Retirement,18,3719721,3,10,9,3,Phone,Quarterly,2024-12-13,35,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;backdoor Roth IRA,2
+C4857,43,Self-Employed,175267,Divorced,0,487,557424,8399,4,360647,Wealth Accumulation,15,231772,6,10,6,5,Email,Quarterly,2025-11-24,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4858,77,Retired,80944,Single,0,395,67873,3259,3,512383,Retirement,1,972601,6,7,6,6,Phone,Quarterly,2025-06-26,33,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4859,53,Salaried,72307,Single,0,472,80856,2477,4,141286,Estate Planning,7,1762435,5,7,6,3,App,Biannual,2025-12-13,19,budgeting;savings strategies;tax-efficient investing;medicare,index funds;blue-chip stocks;corporate bonds,2
+C4860,35,Self-Employed,124621,Single,0,453,205290,5753,4,190381,Retirement,28,5540548,6,8,5,4,Email,Biannual,2025-03-18,36,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,2
+C4861,44,Salaried,215425,Married,3,467,364790,21471,4,456782,Home Purchase,5,1014583,7,10,5,8,Email,Biannual,2025-06-28,56,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4862,47,Self-Employed,197831,Single,0,470,682396,8255,1,606429,Retirement,21,6662356,10,9,1,8,In-Person,Monthly,2025-11-08,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4863,64,Salaried,203990,Married,1,497,92633,11805,5,1116062,Estate Planning,15,156644,4,7,7,7,Email,Quarterly,2025-01-19,43,budgeting;savings strategies;college funding,index funds;blue-chip stocks;corporate bonds,3
+C4864,75,Retired,80987,Married,0,416,96765,4971,4,453044,Estate Planning,5,1720101,4,6,7,8,Phone,Quarterly,2024-08-26,46,budgeting;savings strategies;emergency fund;charitable giving;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C4865,32,Salaried,129048,Married,2,441,152802,9648,5,92134,Home Purchase,7,495171,5,7,5,7,Phone,Quarterly,2025-10-19,49,mortgage options;down payment;budgeting;savings strategies;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4866,36,Self-Employed,220420,Single,2,443,509366,13921,2,277756,Home Purchase,5,1027103,8,9,3,7,Email,Monthly,2025-02-03,41,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4867,61,Salaried,55221,Married,0,452,56811,4438,4,230944,Healthcare,10,133361,4,9,7,4,Email,Biannual,2025-02-02,27,tax optimization;estate planning;retirement income;credit score;medicare,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4868,25,Student,14213,Married,2,392,28290,1840,2,1250,Retirement,37,680486,7,5,4,5,In-Person,Biannual,2025-01-13,31,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4869,47,Salaried,141325,Married,0,501,341885,5721,4,261487,Home Purchase,5,746171,5,7,6,7,Phone,Biannual,2025-11-30,46,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4870,33,Salaried,272965,Divorced,2,445,939891,16901,3,268464,Home Purchase,5,1648835,7,9,4,4,App,Biannual,2025-03-15,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4871,22,Student,12386,Single,0,357,13327,1041,1,838,Travel,3,29040,7,4,3,6,Chat,Quarterly,2024-09-26,26,budgeting;savings strategies;tax-efficient investing,growth stocks;sector ETFs;crypto assets,4
+C4872,45,Unemployed,1075,Married,0,389,2826,500,5,2357,Home Purchase,3,4713,2,6,9,7,Email,Monthly,2025-07-17,36,mortgage options;down payment;budgeting;savings strategies;estate planning,treasury bonds;money market;CDs;high-yield savings,3
+C4873,36,Self-Employed,93460,Married,2,433,207268,6560,1,100658,Wealth Accumulation,5,86682,7,7,3,8,Email,Quarterly,2024-10-25,43,investment strategies;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets,3
+C4874,43,Salaried,91622,Married,2,451,173430,5536,4,136520,Wealth Accumulation,3,109368,5,6,7,6,App,Biannual,2025-08-17,31,investment strategies;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds,3
+C4875,29,Salaried,177268,Single,0,420,285439,6839,1,71735,Home Purchase,10,756488,10,7,1,6,Phone,Monthly,2025-02-21,40,mortgage options;down payment;budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4876,57,Salaried,183271,Divorced,1,505,52024,11736,3,628081,Retirement,5,2764377,7,8,4,4,Email,Biannual,2025-07-20,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4877,54,Salaried,90736,Married,2,468,54455,8734,4,307424,Healthcare,15,95225,3,7,8,7,In-Person,Biannual,2025-11-16,36,budgeting;savings strategies;emergency fund;tax strategies;charitable giving,treasury bonds;money market;CDs,3
+C4878,42,Unemployed,1847,Married,1,370,4927,500,4,3478,Retirement,19,55557,3,8,8,7,Email,Monthly,2025-07-01,39,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4879,33,Self-Employed,204878,Married,1,441,264408,15818,2,158740,Debt Reduction,1,124751,8,8,3,6,App,Quarterly,2025-05-20,47,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4880,82,Retired,68059,Married,1,366,52941,5755,4,685552,Retirement,1,728205,5,9,6,3,Chat,Annual,2025-12-17,32,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4881,63,Retired,30463,Married,2,427,17554,3088,5,133264,Wealth Accumulation,5,50676,1,9,9,6,In-Person,Annual,2025-02-13,47,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4882,77,Retired,45377,Married,2,408,57373,5110,4,316169,Estate Planning,10,633394,3,6,8,6,In-Person,Monthly,2025-03-23,38,budgeting;savings strategies;estate planning;risk management,treasury bonds;money market;CDs,3
+C4883,30,Unemployed,2089,Married,0,310,8359,500,4,2687,Home Purchase,5,13858,4,5,8,8,App,Monthly,2024-12-19,41,mortgage options;down payment;budgeting;savings strategies;medicare,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4884,75,Retired,80644,Divorced,1,418,120048,6164,4,446893,Healthcare,5,99863,5,9,6,4,Email,Monthly,2025-07-29,32,tax optimization;estate planning;charitable giving;long-term care;social security,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4885,19,Student,4026,Married,0,337,4390,500,1,1450,Debt Reduction,1,3870,6,5,4,8,Chat,Annual,2024-09-04,36,debt payoff strategies;budgeting;savings strategies;investment allocation,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,4
+C4886,37,Salaried,113938,Widowed,0,466,325103,5743,5,136142,Home Purchase,3,777370,6,6,5,5,Email,Annual,2025-12-12,36,mortgage options;down payment;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4887,61,Retired,58462,Single,2,409,42493,5527,4,272042,Retirement,6,906156,5,9,6,7,Phone,Biannual,2025-05-23,53,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4888,65,Salaried,190152,Widowed,0,447,166317,12161,3,717694,Healthcare,7,145817,6,7,4,6,In-Person,Biannual,2025-06-30,32,budgeting;savings strategies;risk management;college funding;social security,index funds;blue-chip stocks;corporate bonds,2
+C4889,25,Student,6579,Divorced,1,331,8895,565,2,4412,Retirement,40,265354,6,6,4,7,App,Annual,2024-07-08,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,4
+C4890,43,Salaried,87156,Single,0,434,199242,4551,3,201309,Retirement,22,2491294,4,8,6,4,App,Annual,2024-09-13,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4891,27,Salaried,151629,Married,1,444,178866,12311,1,62946,Debt Reduction,1,170251,10,7,1,8,Phone,Quarterly,2024-11-01,57,debt payoff strategies;budgeting;savings strategies;charitable giving;insurance review,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4892,32,Salaried,244544,Married,2,474,493620,16659,4,196649,Debt Reduction,2,133967,6,10,5,6,Email,Annual,2025-01-16,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,2
+C4893,18,Student,5360,Married,1,370,4699,580,4,4850,Emergency Fund,2,2311,5,4,7,6,App,Annual,2025-07-09,31,budgeting;savings strategies;insurance review,index funds;blue-chip stocks;corporate bonds,3
+C4894,48,Salaried,189152,Widowed,1,509,444129,8191,3,406645,Business Investment,10,232458,7,9,4,7,Phone,Annual,2024-10-27,54,tax optimization;estate planning;credit score;investment allocation,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4895,24,Student,7180,Married,1,344,11738,680,2,4785,Education,1,174144,6,4,5,6,App,Quarterly,2024-11-02,36,education savings;529 plans;budgeting;savings strategies;retirement income,index funds;blue-chip stocks;corporate bonds;529 plan,3
+C4896,28,Unemployed,1797,Single,0,336,3558,500,2,2631,Wealth Accumulation,10,2456,6,5,6,7,App,Biannual,2024-08-01,37,investment strategies;budgeting;savings strategies;risk management;charitable giving,index funds;blue-chip stocks;corporate bonds,3
+C4897,48,Salaried,116189,Married,1,483,376445,9494,6,327283,Business Investment,10,81197,5,8,7,8,Email,Monthly,2024-10-18,42,tax optimization;estate planning;credit score;risk management;investment allocation,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4898,42,Salaried,81825,Married,1,439,211544,6512,2,103401,Wealth Accumulation,10,117506,7,9,4,6,Email,Quarterly,2025-10-10,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4899,24,Self-Employed,218625,Single,0,440,285387,8445,3,58433,Travel,2,9275,9,7,3,7,Chat,Monthly,2025-02-09,41,budgeting;savings strategies;long-term care;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C4900,48,Salaried,56689,Married,1,434,167126,5623,1,119920,Retirement,19,1539667,7,8,3,4,App,Biannual,2024-12-22,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;Roth IRA,2
+C4901,68,Retired,33360,Married,1,415,14162,2556,3,149731,Estate Planning,7,802439,4,7,6,8,App,Monthly,2024-07-07,48,budgeting;savings strategies;estate planning,index funds;blue-chip stocks;corporate bonds,4
+C4902,35,Salaried,246786,Married,1,453,1060407,15340,5,315345,Wealth Accumulation,5,378363,6,8,5,8,App,Quarterly,2025-09-07,43,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4903,29,Salaried,127951,Divorced,2,439,205723,9550,3,88247,Wealth Accumulation,7,63581,9,7,3,6,App,Biannual,2025-05-29,44,investment strategies;budgeting;savings strategies;business succession;investment allocation,growth stocks;sector ETFs;crypto assets,3
+C4904,26,Unemployed,3306,Divorced,1,303,3793,500,3,655,Wealth Accumulation,20,1846,4,7,7,6,App,Biannual,2024-08-19,40,investment strategies;budgeting;savings strategies;tax strategies;credit score,index funds;blue-chip stocks;corporate bonds,4
+C4905,61,Salaried,82865,Married,0,445,53922,5513,2,441763,Retirement,1,753250,6,7,6,5,Phone,Biannual,2024-07-20,32,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4906,63,Unemployed,1564,Married,2,339,2135,500,5,4644,Wealth Accumulation,7,1049,1,8,10,6,Email,Monthly,2025-07-08,46,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4907,33,Salaried,46710,Married,0,456,164339,3467,2,45124,Home Purchase,3,214570,7,8,4,7,Email,Monthly,2024-07-09,48,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4908,63,Unemployed,1132,Married,1,328,866,500,5,4334,Retirement,5,15039,1,6,10,5,In-Person,Quarterly,2025-12-20,37,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,4
+C4909,84,Retired,21983,Married,1,363,16501,2527,4,140524,Retirement,1,223874,3,9,7,7,Email,Monthly,2024-12-13,54,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,3
+C4910,33,Salaried,79950,Single,0,456,96947,3852,2,81138,Debt Reduction,2,108942,7,5,3,6,App,Quarterly,2025-01-01,29,debt payoff strategies;budgeting;savings strategies;emergency fund;medicare,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4911,65,Salaried,58333,Single,2,419,50154,6263,3,310184,Healthcare,10,84967,5,9,6,5,Email,Biannual,2024-08-04,45,tax optimization;estate planning;charitable giving;insurance review;tax-efficient investing,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4912,31,Unemployed,2599,Married,1,356,8002,500,3,1114,Debt Reduction,1,4055,4,8,6,4,Email,Ad-hoc,2024-10-21,36,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4913,60,Retired,120864,Single,1,425,117847,6803,5,400388,Wealth Accumulation,5,186462,4,7,6,8,Phone,Monthly,2024-08-14,43,investment strategies;budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,4
+C4914,40,Salaried,174238,Single,0,498,392822,8735,4,311163,Wealth Accumulation,3,224406,7,7,5,7,Phone,Monthly,2024-11-04,41,investment strategies;budgeting;savings strategies;estate planning,growth stocks;sector ETFs;crypto assets,3
+C4915,40,Self-Employed,237483,Married,2,498,271053,15426,3,438674,Home Purchase,7,1070959,7,9,3,7,Email,Monthly,2025-11-29,53,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,4
+C4916,36,Salaried,117154,Married,2,477,334352,7942,3,147557,Education,5,137744,7,8,5,7,Email,Quarterly,2024-07-17,52,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,4
+C4917,55,Salaried,119563,Single,2,476,105490,8698,6,444417,Retirement,8,2443166,4,8,7,3,Phone,Quarterly,2024-09-28,23,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4918,62,Unemployed,1634,Divorced,1,369,2145,500,4,1865,Retirement,5,25249,1,4,10,5,Phone,Annual,2024-08-22,28,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4919,40,Self-Employed,248594,Married,1,479,908786,20606,1,335528,Retirement,27,9829495,9,8,1,8,In-Person,Quarterly,2024-08-25,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,4
+C4920,63,Retired,34339,Married,1,428,20912,3321,4,120378,Retirement,1,332681,1,9,9,6,Email,Quarterly,2024-07-09,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4921,35,Salaried,128629,Married,1,431,396684,8799,4,154553,Retirement,33,6273457,5,9,5,7,Email,Annual,2024-07-18,51,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4922,36,Salaried,156604,Married,1,460,210727,10474,6,221385,Retirement,28,5568316,5,9,6,6,App,Annual,2024-12-22,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4923,60,Retired,97629,Married,2,454,46385,9999,3,359634,Retirement,1,935653,6,7,6,4,Email,Annual,2025-04-27,24,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4924,61,Salaried,72497,Married,1,444,81348,5624,4,308611,Healthcare,3,258573,3,8,8,5,In-Person,Ad-hoc,2024-08-07,42,tax optimization;estate planning;charitable giving,treasury bonds;money market;CDs;tax-efficient funds,3
+C4925,43,Self-Employed,75428,Married,2,430,201480,5997,2,123190,Home Purchase,5,298109,7,9,4,7,Email,Quarterly,2025-11-18,56,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4926,38,Self-Employed,122814,Divorced,0,422,255522,4926,2,187392,Education,3,133088,7,9,3,4,Email,Biannual,2024-08-27,28,education savings;529 plans;financial aid strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4927,24,Salaried,165460,Married,1,439,168226,14621,1,38184,Travel,2,28960,9,8,1,6,App,Biannual,2025-09-09,39,tax optimization;estate planning;college funding,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4928,71,Retired,53253,Married,0,421,64652,4318,3,429123,Healthcare,3,54047,4,6,6,7,Phone,Annual,2025-03-04,38,budgeting;savings strategies;medicare;social security;retirement income,index funds;blue-chip stocks;corporate bonds,4
+C4929,45,Salaried,133562,Married,2,506,211209,12579,5,282860,Retirement,17,3905776,5,9,5,5,App,Quarterly,2025-12-15,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4930,74,Retired,72686,Married,1,394,91186,4662,4,470952,Estate Planning,10,1305691,2,8,9,7,In-Person,Biannual,2025-07-12,52,tax optimization;estate planning;business succession,treasury bonds;money market;CDs;tax-efficient funds,4
+C4931,64,Salaried,69137,Married,2,417,58646,7858,5,407217,Healthcare,15,54695,3,8,9,7,Phone,Biannual,2025-11-05,44,tax optimization;estate planning;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,4
+C4932,54,Self-Employed,250191,Single,0,501,280274,11281,3,957187,Wealth Accumulation,10,352633,8,10,3,4,Email,Annual,2024-07-21,30,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4933,57,Salaried,236657,Married,1,456,177326,12964,5,986762,Retirement,13,5395830,6,8,5,7,In-Person,Quarterly,2025-04-19,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4934,70,Retired,83806,Married,2,424,105265,7982,5,536254,Estate Planning,5,1960843,4,8,8,3,In-Person,Biannual,2025-09-08,29,tax optimization;estate planning;college funding;business succession;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4935,48,Salaried,90806,Married,1,503,205589,7331,2,173904,Retirement,15,2255752,6,9,5,4,Email,Biannual,2024-10-28,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4936,68,Retired,60557,Single,0,405,109230,4406,4,438561,Healthcare,7,211202,3,5,8,6,Phone,Monthly,2025-12-02,35,budgeting;savings strategies;college funding;risk management;business succession,treasury bonds;money market;CDs,4
+C4937,73,Retired,99611,Married,2,419,93604,6551,4,523440,Estate Planning,20,1969219,4,9,8,4,App,Annual,2025-06-14,29,tax optimization;estate planning;emergency fund;retirement income,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4938,40,Salaried,113994,Married,1,439,346257,6948,3,198050,Retirement,26,4036901,6,9,4,7,Chat,Monthly,2024-12-24,49,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA,3
+C4939,36,Self-Employed,234232,Married,0,464,491464,10012,2,276551,Home Purchase,3,1314915,9,9,2,5,Email,Quarterly,2024-09-17,31,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4940,62,Unemployed,2953,Divorced,1,360,2215,500,4,728,Wealth Accumulation,10,2512,2,4,10,6,In-Person,Annual,2024-11-29,37,investment strategies;budgeting;savings strategies;insurance review;college funding,treasury bonds;money market;CDs,3
+C4941,85,Retired,15518,Married,1,331,17706,1714,3,172068,Travel,2,16080,1,9,10,5,App,Monthly,2025-06-22,40,tax optimization;estate planning;emergency fund;tax strategies,treasury bonds;money market;CDs;tax-efficient funds,3
+C4942,73,Retired,28210,Single,0,413,31315,2372,4,191436,Estate Planning,7,1559801,2,8,9,5,Email,Monthly,2025-03-21,33,tax optimization;estate planning;tax-efficient investing;social security;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C4943,84,Retired,21357,Married,1,392,15056,2378,4,218762,Retirement,1,195710,1,9,10,4,Email,Biannual,2025-02-04,33,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4944,56,Salaried,245183,Married,1,474,162743,19820,4,986710,Wealth Accumulation,7,241644,4,8,6,4,In-Person,Annual,2024-12-28,28,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4945,26,Unemployed,1834,Single,0,307,3128,500,2,4651,Wealth Accumulation,5,2636,6,5,5,5,In-Person,Monthly,2024-09-14,35,investment strategies;budgeting;savings strategies;retirement income;social security,index funds;blue-chip stocks;corporate bonds,3
+C4946,66,Retired,104027,Married,2,439,128078,9971,3,438448,Healthcare,3,99055,6,9,4,4,Email,Monthly,2024-09-18,37,tax optimization;estate planning;charitable giving;social security;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4947,84,Retired,15034,Divorced,1,377,16160,1429,4,101600,Retirement,1,160813,2,9,9,3,Phone,Quarterly,2025-08-06,30,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4948,65,Retired,94507,Married,2,445,63136,5208,3,378294,Healthcare,20,227551,5,7,6,6,App,Monthly,2025-09-03,41,budgeting;savings strategies;risk management,index funds;blue-chip stocks;corporate bonds,2
+C4949,44,Salaried,213886,Widowed,1,476,323078,17542,3,463007,Retirement,18,7001589,9,9,3,5,Email,Quarterly,2025-03-08,42,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4950,51,Self-Employed,261933,Married,0,487,303439,16978,2,826545,Retirement,16,5580049,8,10,3,7,Email,Monthly,2025-01-18,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4951,67,Retired,20849,Married,2,404,28224,2760,4,122767,Estate Planning,7,959507,1,9,10,7,Phone,Monthly,2024-09-22,57,tax optimization;estate planning;credit score;insurance review,treasury bonds;money market;CDs;tax-efficient funds,3
+C4952,41,Salaried,102658,Single,1,485,109623,6011,5,191443,Retirement,28,4150493,4,7,8,7,App,Quarterly,2025-07-26,38,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4953,62,Unemployed,330,Married,1,378,95,500,3,3192,Retirement,7,6270,1,9,9,6,Phone,Quarterly,2024-12-07,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,treasury bonds;money market;CDs;Roth IRA,2
+C4954,77,Retired,34282,Married,1,379,28155,3886,5,215464,Healthcare,15,139660,3,5,8,5,Email,Quarterly,2025-03-21,32,budgeting;savings strategies;insurance review;social security;long-term care,treasury bonds;money market;CDs,4
+C4955,28,Self-Employed,125795,Married,0,424,171780,7904,2,90931,Home Purchase,2,519302,10,8,2,5,App,Monthly,2025-10-18,42,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4956,40,Salaried,134447,Married,1,474,310395,11944,3,181614,Business Investment,5,444825,6,10,4,8,Phone,Monthly,2024-09-08,65,tax optimization;estate planning;emergency fund,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4957,51,Salaried,206868,Married,1,471,191610,14350,4,395192,Healthcare,7,260789,6,8,5,6,In-Person,Quarterly,2025-06-29,44,tax optimization;estate planning;medicare;retirement income;risk management,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4958,62,Unemployed,4469,Married,1,332,2797,508,5,1061,Retirement,7,67413,3,7,9,6,Email,Monthly,2025-10-25,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4959,55,Salaried,168641,Single,0,502,215950,6236,4,653617,Healthcare,10,287650,5,10,5,8,Email,Monthly,2025-02-11,59,tax optimization;estate planning;tax strategies,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4960,64,Salaried,260738,Single,1,497,112700,13678,3,1005050,Estate Planning,15,1133670,8,7,3,6,Phone,Quarterly,2025-05-21,45,budgeting;savings strategies;business succession,growth stocks;sector ETFs;crypto assets,3
+C4961,45,Unemployed,2994,Divorced,0,388,9244,500,2,2656,Business Investment,3,452577,3,7,7,8,App,Biannual,2024-12-25,44,budgeting;savings strategies;emergency fund,treasury bonds;money market;CDs,4
+C4962,40,Salaried,192987,Married,2,464,538134,15532,3,209449,Retirement,25,5613833,8,10,4,5,App,Quarterly,2025-09-14,46,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,3
+C4963,72,Retired,35678,Married,0,369,29760,2982,3,239335,Travel,1,26190,4,8,6,7,Email,Ad-hoc,2025-05-22,43,tax optimization;estate planning;charitable giving;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4964,85,Retired,43203,Married,1,359,28158,3845,4,303701,Retirement,1,507092,3,7,8,4,In-Person,Annual,2025-03-17,25,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,2
+C4965,30,Salaried,59850,Married,1,405,98125,5297,3,27436,Retirement,35,2328413,5,6,6,6,App,Ad-hoc,2025-01-07,42,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4966,33,Salaried,80554,Married,1,461,120540,5757,3,57190,Debt Reduction,1,55093,5,8,7,5,Email,Monthly,2025-04-26,31,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;debt consolidation loan,3
+C4967,31,Self-Employed,168880,Married,1,451,362958,13238,4,150669,Home Purchase,3,975557,7,8,5,5,In-Person,Monthly,2024-12-26,36,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,2
+C4968,29,Salaried,235502,Married,0,484,253929,13057,2,133302,Debt Reduction,1,375080,10,8,2,7,Chat,Quarterly,2025-09-22,43,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,4
+C4969,22,Student,4040,Single,0,369,6743,500,2,3669,Travel,1,23522,7,4,4,7,App,Quarterly,2024-07-04,34,budgeting;savings strategies;insurance review;risk management,growth stocks;sector ETFs;crypto assets,4
+C4970,57,Unemployed,4240,Single,0,367,3981,500,4,3865,Estate Planning,3,1585103,1,7,10,6,Email,Quarterly,2025-07-04,41,budgeting;savings strategies;long-term care;retirement income;medicare,treasury bonds;money market;CDs,3
+C4971,44,Salaried,98882,Single,0,472,295861,5783,3,233696,Business Investment,7,179275,7,7,4,4,App,Quarterly,2024-08-27,30,budgeting;savings strategies;investment allocation;charitable giving,growth stocks;sector ETFs;crypto assets,3
+C4972,44,Salaried,103440,Divorced,0,460,212447,6328,2,195362,Business Investment,5,112829,7,9,3,7,Email,Monthly,2024-12-15,51,tax optimization;estate planning;medicare;long-term care;risk management,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4973,33,Self-Employed,147020,Single,0,467,185466,6890,2,135079,Emergency Fund,2,73546,8,9,2,5,Email,Biannual,2025-10-02,43,tax optimization;estate planning;investment allocation;business succession;credit score,growth stocks;sector ETFs;crypto assets;tax-efficient funds,2
+C4974,62,Self-Employed,194958,Married,2,459,226208,13898,6,1142755,Estate Planning,10,1375847,4,7,6,6,Email,Quarterly,2025-08-30,33,budgeting;savings strategies;retirement income;medicare,index funds;blue-chip stocks;corporate bonds,2
+C4975,60,Retired,64328,Married,2,452,23878,6220,5,329462,Wealth Accumulation,3,62132,3,8,8,5,Phone,Quarterly,2024-07-18,40,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,treasury bonds;money market;CDs;tax-efficient funds,3
+C4976,28,Self-Employed,35816,Divorced,0,412,27289,2476,1,22625,Retirement,35,1598076,9,6,2,7,App,Quarterly,2024-07-09,34,retirement planning;savings rate;retirement age;budgeting;savings strategies,growth stocks;sector ETFs;crypto assets;Roth IRA,3
+C4977,25,Salaried,101405,Married,2,460,80225,9305,4,26870,Debt Reduction,3,125575,7,8,4,7,Chat,Monthly,2024-07-21,50,debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;debt consolidation loan,3
+C4978,42,Salaried,150664,Married,2,498,377198,11107,6,330828,Home Purchase,2,978397,5,10,6,7,Email,Quarterly,2025-05-09,57,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,4
+C4979,37,Self-Employed,271661,Divorced,1,467,907099,17987,3,386967,Retirement,33,13900040,7,9,4,6,Phone,Biannual,2025-11-18,43,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;backdoor Roth IRA,2
+C4980,43,Unemployed,951,Divorced,0,360,3206,500,3,2001,Retirement,23,28488,5,9,6,4,App,Biannual,2025-10-18,31,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4981,39,Salaried,223974,Married,1,474,486336,14174,4,335227,Business Investment,3,420766,6,8,6,8,Email,Ad-hoc,2025-07-30,45,tax optimization;estate planning;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,4
+C4982,64,Retired,73844,Married,0,404,87955,4886,6,319214,Wealth Accumulation,10,91729,2,6,9,5,Phone,Monthly,2025-08-30,28,investment strategies;budgeting;savings strategies;investment allocation;tax strategies,treasury bonds;money market;CDs,3
+C4983,72,Retired,93854,Widowed,0,414,63370,5326,5,725611,Retirement,1,1029523,3,6,8,8,Email,Quarterly,2024-10-23,49,retirement planning;savings rate;retirement age;budgeting;savings strategies,treasury bonds;money market;CDs;Roth IRA,3
+C4984,43,Salaried,82109,Single,0,490,220659,4267,2,163778,Home Purchase,2,514116,6,8,5,6,Phone,Biannual,2024-08-12,33,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;high-yield savings,3
+C4985,20,Student,4933,Married,0,380,6598,500,3,3299,Travel,3,10091,6,6,6,8,App,Quarterly,2025-03-21,38,budgeting;savings strategies;business succession;long-term care;tax-efficient investing,index funds;blue-chip stocks;corporate bonds,3
+C4986,58,Salaried,148217,Married,1,479,56588,10315,7,474782,Healthcare,15,222986,4,9,7,5,Phone,Annual,2024-11-06,45,tax optimization;estate planning;credit score;insurance review,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4987,60,Self-Employed,227289,Married,1,443,320368,17848,4,1327342,Estate Planning,5,919175,6,9,6,6,In-Person,Biannual,2024-12-29,35,tax optimization;estate planning;college funding;tax-efficient investing;business succession,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,3
+C4988,74,Retired,87586,Divorced,1,397,69524,5051,5,470522,Healthcare,5,166778,4,10,8,3,Phone,Biannual,2025-04-22,34,tax optimization;estate planning;tax-efficient investing;risk management;credit score,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4989,43,Salaried,139208,Married,2,485,384667,10972,4,320185,Home Purchase,3,911977,8,9,4,5,App,Quarterly,2025-06-28,37,mortgage options;down payment;interest rate strategies;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;high-yield savings,3
+C4990,30,Salaried,182778,Married,1,479,340798,9684,3,81992,Emergency Fund,2,123503,6,6,5,5,In-Person,Quarterly,2024-09-12,35,budgeting;savings strategies;long-term care,index funds;blue-chip stocks;corporate bonds,3
+C4991,62,Retired,48144,Married,1,403,22590,3763,3,234257,Retirement,1,476159,6,10,5,7,Phone,Monthly,2024-10-06,57,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4992,78,Retired,33184,Married,2,391,10121,3652,4,304530,Estate Planning,10,210492,3,6,7,4,In-Person,Quarterly,2024-11-08,22,budgeting;savings strategies;charitable giving;business succession,treasury bonds;money market;CDs,3
+C4993,49,Salaried,154357,Married,2,468,367411,15279,4,378311,Wealth Accumulation,10,95771,6,9,5,6,Email,Biannual,2025-02-16,39,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;tax-efficient funds,2
+C4994,65,Self-Employed,295107,Married,0,433,276825,11667,6,2270491,Retirement,3,3484804,5,6,7,4,Phone,Annual,2025-09-23,22,retirement planning;savings rate;retirement age;budgeting;savings strategies,index funds;blue-chip stocks;corporate bonds;traditional IRA,3
+C4995,35,Salaried,154468,Divorced,0,474,498791,8186,2,132528,Wealth Accumulation,20,126321,9,8,3,6,App,Quarterly,2024-12-11,41,investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning,growth stocks;sector ETFs;crypto assets;tax-efficient funds,3
+C4996,42,Salaried,91090,Single,0,480,342699,5486,4,110779,Retirement,26,3185228,5,9,7,5,App,Biannual,2024-07-16,40,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,2
+C4997,43,Salaried,96954,Single,0,470,239221,3692,3,122437,Retirement,24,3565765,6,9,4,4,Chat,Annual,2025-06-10,37,retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning,index funds;blue-chip stocks;corporate bonds;Roth IRA,3
+C4998,22,Self-Employed,196885,Married,0,433,400476,9032,3,49557,Education,4,154784,8,7,3,6,Phone,Quarterly,2025-01-11,45,education savings;529 plans;budgeting;savings strategies;college funding,growth stocks;sector ETFs;crypto assets;529 plan,3
+C4999,23,Student,10564,Married,0,361,14003,1077,2,804,Education,7,173216,7,6,4,6,Chat,Biannual,2025-06-05,38,education savings;529 plans;budgeting;savings strategies;medicare,growth stocks;sector ETFs;crypto assets;529 plan,3
+C5000,24,Student,5201,Married,1,372,8574,617,2,2558,Education,3,172112,7,5,5,5,App,Biannual,2024-09-01,26,education savings;529 plans;budgeting;savings strategies;tax strategies,growth stocks;sector ETFs;crypto assets;529 plan,3