Kristian Widor-Morgan Stanley

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Wells Fargo Advisors, located in Rolling Hills Estates, CA, operates as a registered broker-dealer under the name of Wells Fargo Clearing Services LLC. The branch includes a diverse team of financial advisors who are dedicated to helping clients navigate investment and insurance products, which are not guaranteed by any federal government agency. The firm provides access to investment services while emphasizing the importance of understanding associated risks, including potential loss of the principal amount invested. As a member of SIPC, Wells Fargo Advisors targets U.S. residents, ensuring compliance with various legal and privacy regulations in its communications and operations. Generated from the website

Zambriski-Polson Wealth Advisors in Torrance, CA offers high-quality, personalized wealth management services in a boutique, private investment management setting. Their team of experts utilizes advanced technology and a disciplined approach to help clients achieve their financial goals and navigate market challenges. With a focus on custom-tailored investment portfolios and a team-based approach, Zambriski-Polson Wealth Advisors provides comprehensive wealth management solutions to address each client's unique needs. Their independent thinking, disciplined planning approach, and commitment to client success set them apart in the financial advisory industry.Generated from the website