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FORBES 2015 California Financial Leaders

We’re honored to be featured again among California’s Financial Leaders in the July 2015 subscriber issue of Forbes Magazine. This short list includes 6 companies which are excelling in the field of financial services in the State of California. The article highlights our firm’s core values, areas of expertise and holistic approach to financial planning. This is our second Forbes nomination in the financial leadership field, the first one dating back to May 2013.