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      Details

      General Info

      We were founded in 2020 by Chris Pratt, G. Leah Stapleton, Donnalee Bowles, Noemi Bedford and Corey Solorzano. Our team has extensive experience working together from our time at WHP Financial Planning, Chrisâ?? former firm. Everyone is excited at the opportunity to partner with Chris on his new venture. Our mutual values and shared vision allow us to offer the high level of service and help our clients expect.

      Hours
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      Contact Info

      Phone:

      Main - 858-290-4455

      Address:
      6310 Greenwich Dr Ste 145 San Diego, CA 92122
      Link:

      website

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      Categories
      Financial Planning Consultants, Banks
      Location
      Two Governor Park
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.