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Registered Investment Advisor (RIA)

 

Black Card Circle® Registered Investment Advisor (RIA) firm is a separate and independent entity from Black Card Circle® and is registered with the State of California.

Our assets are custodied through Charles Schwab & Company.

As fully independent advisers, abiding by Certified Financial Planner (CFP®) Board guidelines, we place our clients' interests above our own.

We are fee only advisers who hold the highest standards in professional excellence and maximize our collective experience and talents in building long lasting financial planning relationships with clients.