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Whittier Trust Company is a comprehensive financial services firm specializing in family office services, investments, philanthropy, real estate, and trust services. With a focus on personalized wealth management, the company aims to protect clients' legacies and cater to their unique financial needs. Recently expanding its San Diego office with the addition of industry veteran Ted Fogliani as Vice President of Business Development, Whittier Trust is committed to fostering an entrepreneurial spirit. The firm's independent approach ensures a tailored experience for every client, reflecting their distinctive financial goals and values. Generated from the website

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Capital Reserve Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Costa Mesa, CA area, Genae Affrunti will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.