First Point Financial Management

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantCalabasas, California

Contact

Address
23622 Calabasas Road Suite 300, Calabasas, California, 91302
Phone
(818) 436-6668
Website
fpfmgmt.com/
View on map →

Business Hours

SundayClosed
Monday09:00am – 06:00pm
Tuesday09:00am – 06:00pm
Wednesday09:00am – 06:00pm
Thursday09:00am – 06:00pm
Friday09:00am – 06:00pm
SaturdayClosed

Description

The advisors of First Point Financial Management are members of an elite advisory firm, Kestra Private Wealth Services. Kestra Private Wealth Services is an independent Registered Investment Advisor established by veterans of the financial services industry with the expressed purpose of setting experienced financial advisors free. Kestra Private Wealth Services is dedicated to the the belief that the relationship an advisor has with their client is paramount. This relationship depends on trust, flexibility, freedom of investment choice, and the advisor's ability to offer effective, comprehensive advice and service in a conflict-free environment.

Connect