Independent Wealth Advice - San Diego, California Talk Radio Station - 760 KFMB AM - 760kfmb

Independent Wealth Advice

Hosts: Matthew Poole, CFP® and Dustin TenBroeck, CFP®

Web:  independentwealthadvice.com

Heard on 760KFMB: Saturdays from 5pm - 6pm

Show Info: Matthew Poole, CFP® and Dustin TenBroeck, CFP® have been working together for the last decade and are extremely dedicated to what they do. They co-founded Presidio Capital Management which is an independent wealth management firm based in San Diego, CA. The firm offers comprehensive financial advice to individuals and businesses throughout the country in the areas of investment management, financial, tax & estate planning. PCM is owned and operated by three CERTIFIED FINANCIAL PLANNER™ Professionals who together possess over 40 years of planning experience. Their areas of specialized knowledge include:

  • Creating dynamic income models for clients near or in retirement that strategically generate inflation adjusted income while reducing risk in their portfolios and protecting their estate's value.
  • Delivering customized wealth management solutions to Business Owners and Medical Professionals through an integrated planning protocol designed to simplify and leverage their financial management needs. These services include the review of entity structure, tax management strategies, pension and benefits design, investment and risk management, spending patterns, and estate protection.

Registered Representative offering securities through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. California Life Insurance # 0F01437, # 0F02769

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