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.