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Brookside Wealth Management

Tel: (925) 788-2661
6027 Fenwood Avenue
Woodland Hills, California  91367
Brookside Wealth Management | Financial Advisor in Woodland Hills,California

About Brookside Wealth Management

I offer a unique perspective to the independent financial planning industry. Starting my career at various large financial institutions, and after spending years serving clients that met the firms high net worth requirements, I wanted to take his knowledge to more than a select few. I founded Brookside Wealth Management to serve a wider range of individuals while providing a financial education to my clients. At my firm, planning starts with your goals and objectives and I combine that with a broad institutional background. I draw on over a quarter of a century of experience to provide a truly unique approach to wealth management. Whether youre in the prime of your career, looking to start/sell your business, or preparing for retirement, I am committed to enhancing your financial goals and objectives. Trust is a hallmark of my firm. I believe you deserve custom strategies that take everything into consideration, from risk tolerance and family situations to employment history and m


General Information

Services:   Risk Management, Retirement Strategies, Estate Planning, Business Planning, Investment Strategies

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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