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Chris Olivarez, Cfp

We provide our clients with complete financial care built on our experience, fiduciary care, and strategic alliances with institutional wealth managers. Our guidance includes comprehensive wealth management, retirement planning, and estate strategies. We have no proprietary investment products, and are free to use any investment to address your needs. Gone are the days of your advisor choosing his firms funds and inventory. Confident Choices.

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HeadquartersCupertino, United StatesEmployees1(1 to 10)Websitecoprivatewealth.comLinkedIn profileLinkedIn

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