Charles Klumpp Financial Services

At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Murrieta, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities. Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.Generated from the website

Stifel is a wealth management firm dedicated to supporting financial advisors with a seamless transition experience and a comprehensive suite of services. With a focus on advisor satisfaction, the firm combines small-firm service with big-firm capabilities, offering nationally recognized research and advanced technology designed to enhance client relationships. Emphasizing an entrepreneurial spirit, Stifel provides a wide range of investment products, wealth planning, and alternative investment options to help advisors grow their businesses. The firm prides itself on its commitment to client-focused service and the unmatched support it offers to its advisors, fostering a collaborative and innovative environment. Generated from the website