Retirement Plan Playbook
Creating Client Confidence and Connection (Ep.66)
May 12, 2022
No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.
In this episode, Matthew Theal, Brent Pasqua and Joshua Wi
The RPA Wealth Management headquarters are in Claremont, CA with additional meeting locations in Los Angeles, Irvine, Pasadena and Redlands.
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