Magnum Wealth Management, LLC
Irvine, United States (US) · Finance and Banking
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#business exit planning
Magnum Wealth Management is a financial planning and investment management firm based in Irvine, California, dedicated to helping individuals and families build and preserve their wealth.We specialize in providing personalized strategies and conservative financial planning principles, ensuring our clients achieve their long-term goals.What sets Magnum Wealth Management apart is our commitment to exceptional service and a deep understanding of our clients’ unique needs.
Overview
We specialize in providing personalized strategies and conservative financial planning principles, ensuring our clients achieve their long-term goals.
What sets Magnum Wealth Management apart is our commitment to exceptional service and a deep understanding of our clients’ unique needs. We offer comprehensive investment management and financial planning services, guiding clients through every stage of their financial journey.
Founded in 1991, Magnum Wealth Management has a long-standing history of providing trusted advice and building lasting relationships. We are a registered investment advisor with LPL Financial, serving clients in California and surrounding states.
Our team of experienced professionals, including Rod Chamberlin, MSFS, and Derek A. Bergfeld, Wealth Manager, are dedicated to helping you achieve your financial aspirations.
Contact Details
Irvine, United States (US)
Founded
1991
Company Type
Sole Proprietorship
Employees
2-10
Categories
Keywords
#business exit planning
Services
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