Fusion Financial Partners LLC

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2150 Palomar Airport Rd Ste 206
Carlsbad, CA 92011
+1 (760) 867-0098
https://fusionfp.com

Fusion Financial Partners LLC is a leading consulting firm based in Carlsbad, CA, specializing in providing bespoke solutions and expert advice to Registered Investment Advisors (RIAs) and wealth management institutions. With a focus on transition guidance, growth consulting, and platform building, Fusion leverages its extensive industry expertise to help clients achieve revenue growth and enhance their inorganic growth strategies.

Offering a range of capabilities, including RIA launch services, FinTech optimization, estate planning solutions, and M&A guidance, Fusion acts as a trusted partner, providing tactical support, strategic guidance, and negotiation services to help clients navigate the complexities of the wealth management industry. Led by industry veterans Mike and Kimberly Papedis, Fusion Financial Partners has a proven track record of creating successful and rapidly growing businesses in the wealth-management sector.

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