KASA WEALTH MANAGEMENT
Updated 50 days ago
3070 Bristol St. Ste. 500 Costa Mesa, CA 92626-3083
If you are looking for advice or planning only, we can provide those services for an hourly rate or for a pre-determined flat fee...
If you need continuous monitoring, planning, and investment management we offer comprehensive ongoing advisory services for a reasonable asset management fee...
Matthew A. Kasa, Orange County's financial advisor and wealth manager provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations.