Retirement Plan Playbook
Our Onboarding Process at RPA Wealth Management (Ep.68)
June 02, 2022
If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.
In this episode, Matthew Theal, Brent Pasqua,
The RPA Wealth Management headquarters are in Claremont, CA with additional meeting locations in Los Angeles, Irvine, Pasadena and Redlands.
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