We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
We endeavor to know and understand you, both personally and then financially. To us, there is more to you than what your balance sheet shows.
Our process takes your goals and objectives, reviews your current financial situation, and then we design a plan to help you reach towards your goals. As needed, we enjoy working with your current financial advisors.
We do not stop there. We will meet, minimally annually, with you to review your current situation at that meeting, see if there have been any changes in your goals and objectives, and then review and make further recommendations and/or adjustments.
Contact Us
AFC Wealth Management
16130 Ventura Boulevard, Suite 400 Encino, California 91436
Phone: (310) 842-8888 Fax: (310) 842-8887
Copyright © 2025 AFC Wealth Management - All Right
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