Advisor Details

Advisor Details

Financial Advisor in Long Beach, CA

Personal Bio

What are you looking for in a financial advisor?

  • Do they understand your needs?
  • Are you trying to avoid taxes?
  • Do you need to check your will and medical directives?
  • Are you concerned about the markets?
  • Do you want a more personable guide in the financial world?

I started MindWallet because the big brokerages and insurance agencies saw my family as a paycheck.  They gain your confidence and then sell you products you probably didn't want or need.  I make sure my clients are taken care of like family.  If you are looking for a knowledgeable financial guru, look no further. 

Firm Name

MindWallet Investment Advisory

Firm Bio

At MindWallet investment advisory, your mind is the greatest asset and obstacle to your own success.  Investing can be a lot of fun and exciting.  However, it's very time-consuming to understand every possible financial product and investment available.  When you come to MindWallet, we will present you with the best and worst-case scenario for your current savings and plans.  We approach investing the same way you would consider buying a house or starting your own company.  We look at the fundamentals of the investment. If it makes sense to you, then it probably makes sense to buy that investment.  If you can't figure it out or you don't care, we can help with that too.  The important thing to remember is that you are family here.

Firm SEC/CRD #

MindWallet Investment Advisory

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NASAA

Firm Logo

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Advisor SEC/CRD #

5459456

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    Disclaimer

    All information contained is for informational purposes only. The information presented does not constitute a solicitation or offer to sell securities or investment advisory services. MindWallet is a Registered Investment Advisor and may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. No information accessed through the MindWallet constitutes investment, financial, legal, tax, or other advice, nor is it to be relied on in making an investment or other decision. MindWallet specific advice is given only within the context of our contractual agreements with each client. Any mention of past performance may not be indicative of future results.

Contact:

145 West Broadway
Long Beach, CA 90802

dan@mindwallet.org

(562) 726-4366

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