Chelsea Rouleau's Contact Details

Chelsea Rouleau's Company Details

Moneywise Wealth Management

, California, United States • 1 - 10 Employees
Financial Services

We, Moneywise Wealth Management | "The Moneywise Guys" podcast, are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and partners with incredible clients from all walks of life and who live all over the country. We specialize in a down-to-earth service style that favors humor and compassion and our financial advisors are driven by an integrated WEALTH + TAX + ESTATE planning structure and a strategic investing mindset.We are dedicated to doing everything that is within our power, experience, and resources to better empower our wealth management clients and our show listeners in strategically building healthy financial lives in order to enjoy the things in life that matter much more. We are passionate about achieving this through our investment + retirement planning services and our live radio show + podcast "The Moneywise Guys."This is the Moneywise way. Everyone deserves to create financial stability in their lives, and we believe that a healthy relationship with money allows, by ripple effect, each individual to have a positive impact on their loved ones and their community.Individuals. Families. Business Owners. We're here to help you on your financial journey to and through your retirement years.BE MONEYWISE.Moneywise Wealth Management | "The Moneywise Guys" podcastcall: 661.847.1000 email: info@moneywiseguys.com visit: www.moneywiseguys.comhttps://www.scfsecurities.com/blog/scf-branch-named-inc-500-company/http://www.scfsecurities.com/disc/moneywise