LPL Financial - Freddie Brown

Pacific Premier Bank is now Columbia Bank. Columbia Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to know them and find products and services that meet their needs and goals. And we give back to the communities we serve because it helps us all. Columbia Bank offers the best of both worlds - the financial expertise and strength of a national bank with the customer service and care of a community bank.

First and foremost, we believe in the process of planning your financial future. We take your specific factors, including your current situation, your dreams and goals, your ability and desire to take short-term and long-term risks, and meld them with what we believe is real and attainable, to create a "roadmap" of your financial journey. We provide personalized education in the key subjects needed for you to make informed decisions regarding those matters crucial to your ability to complete your journey. Please note our other location at: 3480 Torrance Boulevard Suite 102 Torrance, CA 90503

At Kingswood Wealth Advisors, we believe that authentic relationships and deep understanding form the foundation of effective financial planning. We listen intently to your life story, uncovering the "why" behind your financial decisions. This approach allows us to craft strategies that genuinely reflect your values and aspirations. Our focus extends beyond mere transactions; it's about building meaningful connections that support your life's journey. We prioritize balance and well-being, guiding you toward a life rich in both financial health and personal fulfillment. By embracing curiosity and exploration, we remain open to innovative strategies that challenge the status quo, ensuring that your financial path is uniquely yours.