Continuum Consulting Group - Southern California
Financial Services
18400 Von Karman Avenue
13 employees
- Employees
- 13
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Continuum Consulting Group - Southern California Overview
- Headquarters
- 18400 Von Karman Avenue
- Website
- continuum-cg.com
- Industry
- Financial Services
- Employees
- 13
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Continuum Consulting Group - Southern California
Continuum Consulting Group is a boutique wealth management firm that’s committed to helping people make informed financial decisions during times of change. We understand that everyone faces unique challenges and opportunities as they adapt to expected and unexpected transitions in life. We specialize in guiding people through these often difficult and confusing times. The quality of your life depends on the thoughts and actions of today and every day. Let us help you find your “inner compass” and start a journey to the next exciting destination in your life! Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Continuum Consulting Group - Southern California Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Continuum Consulting Group - Southern California Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Teper | Partner at Continuum Consulting Group | Irvine, California, United States |
Email
|
| Peter Mcmahon, Cfp®, Cepa® |
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|
||
| Katerina Hencova, Cfp® | Financial Planner, Salary |
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|
|
| Dan Koblin, Crpc, Aif | Founder & Partner - Innovator I | Tustin, California, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Sales | 1 | 1 | 1 |
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