ABUNDA FINANCIAL

Abunda Financial LLC is a private, independent financial services firm. We offer investment and wealth management services under a fee-only, annual retainer arrangement. Combining our technical expertise with more than 30 years' experience in security analysis, portfolio management and tax planning services, we work with clients to grow and preserve their wealth... Abunda Financial adheres to the principles of maintaining a long haul - five years or more, not the next quarter. We do not attempt to mirror shorter term market movements... Abunda Financial provides wealth management services, including investment management, financial planning, investment counseling, tax planning, and estate planning services to individuals interested in preserving their wealth and conservatively seeking growth and income. Offices located in Sausalito, CA and Solana Beach, CA.

Also known as: Abunda Financial, LLC

Primary location: Sausalito United States