Evan Ocepek CFP
Capital Wealth Management
1401 Dove ST Ste 110, Newport Beach, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$100,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management
Client reviews 1 published
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Favorable
Certified Trusted Financial Advisor