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Let's start the conversation

Thank you!

We know you have a lot of questions and need answers before you can make any decisions. Our focus is to listen, guide and discover your financial goals and needs.

It all begins with a conversation. Let’s chat!

Reach us at the following contacts or by completing the form below. We take your privacy very seriously and do not sell or share any information you provide.

Marah Fineberg-Kuck,CFP® CRPC®

Founding President/CEO
Five Star Wealth Manager Award

Mailing Address

3020 Old Ranch Pkwy, Suite 300
Seal Beach, CA 90740

Office Hours

Mon-Fri: 7am – 4pm
Sat-Sun: Closed