Assoctd Planners Invest Advisry

The Sportfishing Financial Group, based in San Juan Capistrano, CA, is a Southern California investment management firm that combines a passion for fishing with a commitment to financial success. Managed by Richard Jensen, who has over 25 years of experience in the financial industry and a family history of fishing in the region, the firm emphasizes strategic planning and client-focused services. Specializing in wealth management, investment management, 401k solutions, and college funding, Sportfishing Financial caters to a diverse clientele, including entrepreneurs, families, and retirees. The firm prides itself on understanding the unique challenges and opportunities faced by its clients, ensuring that their financial strategies are grounded in evidence and tailored to individual needs. Generated from the website

Doll Capital Advisors, Inc. is a full-service financial consulting firm dedicated to helping our clients build assets and preserve their hard-earned assets. We conduct a thorough discovery process with each client in order to determine their true individual goals. We will then design a new investment portfolio or realign their existing investment portfolio in order to help them pursue these goals. As independent wealth advisors we have chosen to align ourselves with LPL Financial which offers no proprietary investment product ensuring that our loyalty belongs exclusively to our clients - not to a parent company. This relationship enables us to recommend only those products and services that can be tailored to suit our clients' unique needs.