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Defined Financial Planning Acquires Annadel Capital

Defined Financial Planning Acquires Annadel Capital

07/27/22, 3:10 PM
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning's clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined Financial Planning's well-regarded holistic financial planning system into their retirement plans.

Company Info

Company
Defined Financial Planning
Company info
Our financial advisors at Defined Financial Planning provide pre-retirees and retirees with customized financial planning, investment management, and insurance services in Alameda, CA.