CONA Wealth provides comprehensive financial planning and wealth management services to a wide range of clients throughout the Southern California area.
I offer a holistic approach to investments by looking beyond just the figures on a page and helping you realize the dreams they represent.
With over a decade of experience in financial services, my practice has an emphasis on supporting business owners and their retirement plan benefits.
''Our firm will change the way you think about financial planning.''
Pension Portfolios ''The Retirement Specialists''
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2076 Bonita Ave., La Verne, CA 91750 – (909) 593-5265 – director@lavernechamber.org