Savvy Doc Financial Planners
Financial Services - Carlsbad, California, United States
Savvy Doc Financial Planners Employees
Savvy Doc Financial Planners Details
We help doctors take control of their financial destiny. Our combined 55+ years of experience contribute to our ability to help our savvy doctor clients achieve the financial freedom to do what they want to do when they want to do it.DISCLAIMER:Savvy Doc Financial Planners is a division of Wolff Wiese Magana, LLC also known as WWM Financial. Wolff Wiese Magana, LLC ("WWM") is an SEC Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where WWM and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WWM unless a client service agreement is in place. The commentary on this website reflects the personal opinions, viewpoints and analyses of the WWM employees providing such comments, and should not be regarded as a description of advisory services provided by WWM or performance returns of any WWM Financial client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. WWM manages its clients' accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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