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We are an independent financial planning
and Registered Investment Advisory firm, offering services throughout Southern California. CEO and Senior Consultant, Rob Leanza,
RFC®, CFP®, has
been
providing comprehensive consulting services to businesses and individuals since
1981 and leads a team of niche service providers and researchers who
collectively contribute to the Financial Dynamics of each
client's financial plan.
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Our Mission
To provide truly unbiased
financial planning advice by:
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Charge reasonable fees for consultation
work instead of relying solely on commissions. We work directly for
our clients and no one else.
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Maintain NO product selling
quotas or sales pressure relationships with investment or insurance companies.
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NO proprietary investment products
or affiliations with any investment banking firms!
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Clients are FREE to implement
financial product purchases with whomever they wish and are not obligated to
place them through our financial planners.
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When asked by the client to assist
with financial product considerations, we represent an INDEPENDENT investment and
insurance broker-dealer that provides financial products, from numerous independent
sources, that are in the client's best interest.
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"I'd as soon have a
stargazer, a hypnotist or psychic reader recommend my retirement
strategies as expect to get quality, objective advice from a
commission-only advisor".
Edwin P. Morrow, CLU, ChFC,
CFP®, RFC®
Financial Advisor |
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We currently have
individuals licensed to offer securities in the states of California,
Arizona, Colorado, Connecticut, Florida, Georgia, Nevada, South
Carolina, Virginia and Washington. We currently have individuals
licensed to offer investment advisory services in the state of
California. This is not an offer to sell securities or provide
investment advice in any other state or jurisdiction.
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