![]() Since assuming responsibility for the current geography, Paul has reorganized and bolstered the development and support to an unprecedented level for financial planners serving the needs of our clients. His mission is to provide Southern Californians affordable access to the most caring, most competent, best supported advisors anywhere. As financial planning has become increasing complex, the advisor’s firm must be substantially committed to providing the them with resources and support that will allow the advisor time to both stay up to date on the frequent changes in the problems and solutions available to our clients, as well as to maintain the close and frequent contact with their clients necessary to help our clients reach their goals. ![]()
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December 2022
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