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Annelizabeth R

Series 66

San Diego, CA

Azimuth Wealth Advisors

Annelizabeth Rogers is a financial advisor at Azimuth Wealth Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Azimuth since 2017, following two years at DW Advisors. Outside of her advisory role, she is a member of Glacierfish Ski Resort, LLC. Azimuth Wealth Advisors serves individuals, trusts, estates, and various business entities with comprehensive portfolio management and financial planning. The firm employs a discretionary, tailored investment approach, offering services that include M&A advisory and selective use of alternative instruments such as commodities and digital assets.

Debt management
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Charles R

ChFC®, Series 66

San Diego, CA

Azimuth Wealth Advisors

Charles Rogers is a financial advisor at Azimuth Wealth Advisors with 24 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Azimuth Wealth Advisors since 2017, following two years at DW Advisors. Outside of financial advising, he is a member of Glacierfish Ski Resort, LLC, a holding company for real property. Azimuth Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and various business entities. The firm offers comprehensive portfolio management and financial planning with a discretionary investment approach tailored to client objectives, employing a range of strategies including ETFs, individual securities, and selective use of alternative instruments.

Debt management
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