Rob Cozzi, Jr, CLF, Ricp

Resilient Wealth Management, based in Fresno, CA, is a dedicated team of financial professionals led by Brandon Dixon James, a seasoned Certified Financial Planner. The firm focuses on providing personalized, strategic, and empathetic financial advice tailored to the unique goals and circumstances of each client. With a commitment to community service and financial literacy, the team includes experienced professionals such as Vice President Nicole James and Operations Associate Edith Corrales, who contribute to the firm's mission of fostering financial well-being. Together, they strive to build a financial future that reflects clients' aspirations and secures their legacies. Generated from the website

Regency Investment Advisors, based in Fresno, CA, has been serving the San Joaquin Valley for nearly 30 years, offering a comprehensive suite of financial services including financial planning, investment management, and retirement plans. Their approach emphasizes thoughtful oversight and education, aiming to help clients navigate the complexities of investment markets to achieve their financial goals. Committed to advocating for individuals, trusts, businesses, and nonprofits, Regency strives to foster peace of mind through informed financial decision-making. The firm's dedication to high standards of financial stewardship positions them as a trusted partner for clients at every stage of life. Generated from the website