Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Orcutt, CA, US
Profile Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$450,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We are Vivid Financial Management. We have a loyal clientele across the Central Coast and in various pockets throughout the US.

We pride ourselves in being a full-service financial planning firm which includes tax services for individuals and corporations. We develop customized, comprehensive and strategic financial solutions for individuals and families who don't have the expertise or the time to do so on their own. We base every decision on unbiased analysis and that only has one goal - to protect and grow our clients’ wealth. We invest in our people and in the technology to support them to deliver transparent, comprehensive reporting and service to every client.

We are always open to connecting with other like-minded firms, specifically those within the Central Coast. Don't hesitate to reach out!

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