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Financial Advisor   

$44MM AUM | $550,000 GDC in San Diego, CA

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$550,000
Number of Accounts
280
Avg Client Age
55

Overview

We are a three principal RIA in business founded in 2014. Collectively we have more than 50 years in the business. All three principals have CFP designation and a variety of other designations. Fee-based comprehensive financial planning is the basis for almost all our client relationships. We believe solid, dependable advice enables clients to make educated and informed decisions leaving them feeling comfortable and confident with their financial situation.

 
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