Simplending Financial LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, Sanjay Pathak 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. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Santa Monica Wealth Management is a fee-only financial planning and wealth management firm based in Houston, TX. They offer a unique approach to investing, focusing on their clients' Return on Life (ROL) rather than just their Return on Investment (ROI), and providing comprehensive financial advice without the fear of being sold unnecessary products. Their services include life-centered financial planning, investment management, and a specialized program for millennials. With a commitment to transparency and a fiduciary oath, Santa Monica Wealth Management aims to change the way people think about money and help their clients live a life fueled by enjoyment and passion.Generated from the website