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CMB Wealth Solutions, located in Escondido, CA, is a trusted financial advisory firm led by Curt Beyer, an experienced professional with nearly two decades of expertise in helping clients make informed financial decisions. With a focus on creating personalized plans, CMB Wealth Solutions assists individuals in charting their course from their current financial situation (Point A) to their desired goals (Point B), whether it's retirement planning, major life events, or optimizing financial strategies. From money management to major purchases and Social Security planning, Curt Beyer and his team provide comprehensive guidance to ensure clients enjoy their financial journey. As a Registered Representative with LPL Financial, a registered investment advisor, Curt Beyer offers securities and financial planning services to residents of various states, including CA, OR, OH, VA, CO, IA, and WI. With a commitment to client satisfaction and a thorough six-step process, CMB Wealth Solutions aims to create and implement tailored financial roadmaps that align with clients' values and priorities, ultimately helping them achieve their envisioned destinations.Generated from the website