Financial Services
I was a wealth manager for 15 years. I helped clients diversify and invest in stocks, bonds, mutual funds, life insurance, long term care insurance, and also helped with their estate plan setting up a trust, trustees, successor trustees, power of attorney both healthcare and financial and build out their will. I can help you do the same, I can help you understand your investments, what the fees are, why it may or may not be a good investment for you, and help take fear and emotion out of the money you invest.
- Category
- Professional Services
- Estimated duration
- 1 hour
- Exchange rate
- 1 TTT per whole hour
- Location
- San Juan Capistrano, CA
Offered by David Ventura.