Specialties: Fee based Certified Financial Planner/Wealth Mgmt.
Carol Fishburn Managing Member - Brentwood Advisory Group, LLC
We provide Financial Planning and Investment Management Services to clients who want a long-term relationship with an unbiased, fee based CFP® in order to bring them Confidence in Their Futures.
(818)425-7105 (310)820-5354 Fax
11812 San Vicente Blvd Los Angeles, CA 90049-6622 -
MAP
Provide high quality, personalized investment management and financial planning solutions and services to individuals and their families that are designed to meet our client's long-term financial goals within their individual risk parameters. Each client's relationship will be personalized to meet their specific needs and objectives and diligently monitored to continuously meet or exceed the client's expectations.
Financial Plan Development and Implementation Investment Management Retirement Planning Life Transitions Planning College Planning
Our clients are individuals and their families who are looking for a long-term relationship with a professional financial partner in order to simplify their lives. They would like to have someone develop, implement and review their financial planning and generally no longer want to manage their investments. It's like having a personal Chief Financial Officer (CFO)! Prospective clients understand that they may pay a fee for our services above and beyond other investment and professional services currently paid (ie: mutual fund management fees, trading expenses or tax preparation fees).
Our clients generally have annual incomes of $200,000 and above and/or investable assets of $750,000 and above. We also accept clients expecting to receive or inherit investable assets that meet our minimums in the near future. Our clients and potential clients are citizens of the United States of America and generally reside in the state of California.
The main industry is Financial Planning. We are supported by many industries: Investments, Estate Planning, taxation/CPAs, Insurance, Real Estate, Banking, etc. We serve individuals and their families.
Time split each week between my home office in La Canada and the office in Brentwood. Most times I meet clients at their offices or in their homes.
