WESTLAKE VILLAGE, Calif. /California Newswire/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County. Originally published on CaliforniaNewswire.com — DaVinci Capital Partners Craft Customized […]
Tag Archives | Chartered Retirement Planning Counselor
DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement
WASHINGTON, D.C., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) — In his compact new book, “Parent’s Guide to Your Child’s Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children” (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your adult children to have […]
Chartered Retirement Planning Counselor Shares How to Avoid Living in Your Kid’s Basement When You Retire
WASHINGTON, D.C., Jan. 18, 2018 (SEND2PRESS NEWSWIRE) — In his new book, “The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life” (ISBN: 978-0999641408), Chartered Retirement Planning Counselor Rodger Alan Friedman, delivers blunt advice to anyone who has been putting off retirement planning.