Your future is built on the foundation of the financial choices you make today. Choosing the right team to walk with you through the uncertainties of life isnt easy. I founded Ascend Financial in 2004 so I could focus solely on the unique concerns of people who value customized wealth management from trusted investment professionals. We are a boutique, client-centric firm that is ready to help you accomplish your goals. As a Registered Investment Advisor, we are able to offer independent advice to our clients.
Your future is built on the foundation of the financial choices you make today. Choosing the right team to walk with you through the uncertainties of life isnt easy. I founded Ascend Financial in 2004 so I could focus solely on the unique concerns of people who value customized wealth management from trusted investment professionals. We are a boutique, client-centric firm that is ready to help you accomplish your goals. As a Registered Investment Advisor, we are able to offer independent advice to our clients.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- City
- Simi Valley
- Region
- California
- Postal Code
- 91105
- Country
- United States