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Ronald V
CFP®, Series 63
Valencia, CA
Rcv Financial Services
Ronald Verbeck is a financial advisor at Wealth Planning Group, Inc. with 32 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes six years at Purshe Kaplan Sterling Investments. In addition to his advisory roles, he is a licensed life insurance agent. Wealth Planning Group, Inc. provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm combines financial planning with portfolio management, employing strategic, cyclical, and tactical analysis to build diversified portfolios managed on a discretionary basis.
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