Trusted Financial Advisor

Mr John L Lodwick CFP

Mr John L Lodwick CFP

BTI Professional Svcs Inc

17821 17 th St Ste 270, Tustin, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
$600,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor