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Wayne P

CFP®, Series 65

Rolling Hills Estates Hills Estatespalos Verdes, CA

Ridgepoint Wealth Partners LLC

Wayne Park is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience. He is currently the sole advisor at Ridgepoint Wealth Partners LLC, an independent wealth management firm. His prior experience includes positions at Mariner Wealth Advisors, Validus Capital LLC, and other financial services firms. Ridgepoint Wealth Partners LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only model with an investment approach based on modern portfolio theory, utilizing both passive and active strategies while offering in-house tax-preparation services.

Business ownership considerations College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner
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