Overview

Full Service financial planner, CFP, CLU in a large firm in Newport Beach. ( I live in Dana point)
I work with business owners, physicians and wealthy individuals.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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