Ohana Wealth
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2901 Park Ave Ste B1, Soquel, California...Phone Number
(831) 216-5519Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ohana Wealth
Ohana Wealth Management is a financial service firm that specializes in comprehensive financial planning, investment management, and retirement strategies. They cater to individuals and families who value clarity, discretion, and thoughtful strategy in managing their wealth. The firm operates on a fiduciary basis, ensuring that their advice is always in the best interest of their clients. Their services include retirement planning, tax efficiency, estate planning, and legacy planning, all tailored to meet the unique needs and goals of their clients.Explore more
Ohana Wealth Org Chart
AM
Founder & Financial Advisor
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Ohana Wealth Management is a financial service firm that specializes in comprehensive financial planning, investment management, and retirement strategies. They cater to individuals and families who value clarity, discretion, and thoughtful strategy in managing their wealth. The firm operates on a fiduciary basis, ensuring that their advice is alwa... Read More
