• Investment Advisory

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    Fidelity Investments
    Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of product solutions.
    111 S. Westlake Blvd. # 103
    Thousand Oaks, CA 91362
    28720 Roadside Dr. # 345
    Agoura Hills, CA 91301
    Freedom Wealth Management
    I help high net worth individuals and their families work towards their financial goals by creating and implementing comprehensive wealth management plans.
    3717 E. Thousand Oaks Blvd.
    Westlake Village, CA 91362

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  • 7-Time President's Circle Award from


    Official Chamber of Commerce for

    Official Chamber of Commerce for Thousand Oaks, CA Official Chamber of Commerce for Westlake Village, CA   Official Chamber of Commerce for Agoura Hills, CA