Advisor at Envision Capital Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Envision Capital Management Inc
Location
Palos Verdes, CA
Credentials
Series 63, Series 65
Industry experience
< 1 year
$0+: 0.43% (Municipal bonds) $0+: 0.60% (Investment Grade Corporates) $0+: 0.75% (Split-rated Corporates) $0+: 1.00% (High Yield)
Account minimum: $1,000,000 Fee-only: Annual fees based on percentage of assets under management by bond sector as listed above.
Palos Verdes, CA
California · Colorado · Florida · Illinois · Massachusetts · Texas · Washington
Envision Capital Management, Inc.
2020 - Present (6 years)
Writers Resource Group, Inc.
1999 - Present (27 years)
Christopher R. Malburg, CPA
1990 - Present (36 years)
Self Employed - Small Business Consultant
1987 - Present (39 years)
Capital Insight Brokerage (#21365)
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
Series 63, Series 66
Hermosa Beach, CA
Hughes Wealth Management Incorporated
Series 63, Series 65
Hermosa Beach, CA
John Nuckel LLC
CFP®, Series 63
Long Beach, CA
JC Financial Planning & Investments, LLC
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