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Financial Advisor   

$20MM AUM | $360,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$360,000
Number of Accounts
50
Avg Client Age
58

Overview

Brian Britt serves as Managing Director and Senior Retirement Strategist for CLEARWEALTH Asset Management, Inc. providing comprehensive wealth management strategies for private clients nationwide.

As a holistic top-down retirement planner and fiduciary, Brian designs financial plans for his clients that serve as a roadmap to create a step-by-step plan that addresses their future retirement and lifestyle goals. His clients can choose from a vast array of solutions that are best suited to meet their needs including a broad range of custodians that offer multiple products and custom designed investments.

 

Has Office Space to Share in San Diego, CA

We are a tenant at Premier in Del Mar CA and individual offices are available for rent

Contact to discuss details
 
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