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Regardless of what you’ve been told, your finances aren’t black and white. In fact, your financial life can be as colorful and dynamic as the rest of your life. It’s not that you don’t have enough money, it’s that you haven’t been shown the


The best plan does more than keep you from outliving your money.

It helps you live out the life you envision, the retirement you hoped for, the dreams you have for yourself and your loved ones.

When it comes to investing, you don’t need piles of assets or a wealth of expertise.

All you need is one thing:
The commitment to cultivate an abundant life.

Kerry Bubb ranked #6 in Southern California.
(read more >>>)

Business established:

Assets under management:

TOP 1,000/1,200

(*per data as of 12/31/2021)

When Leslie lost her husband, she was advised to roll his accounts over to her name. But what she didn’t realize was that because she was 49, she wouldn’t have access to the money for another ten years. In talking with her, we found out she’d been given inaccurate advice. We worked to make sure that she maintained access, flexibility, and control of those assets. That was more important than anything else.

— Kerrick Bubb, President, Chief Wealth Manager

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