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Fiduciary Financial Planner

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

What does it mean to be a “Real Fiduciary” and why should it matter to you?

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Understanding of what a fiduciary financial advisor is – past and present. A new client meeting five or ten years ago looked like this. I’d be so excited to share with them that I was a fiduciary. I’d explain that I was a Real Fiduciary and I would always put their interests first. I would…

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