CA · Huntington Beach

Fiduciary advisors in Huntington Beach, CA

1 advisor with offices in Huntington Beach. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Huntington Beach

Matt Passaquindici

Huntington Beach, California

Matt Passaquindici is an investment advisory firm in Huntington Beach, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Huntington Beach, California

Advisors serving Huntington Beach specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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