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Denita C

Series 63, Series 66

Chino Hills, CA

The Financial Architects Wealth Management LLC

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Gradient Securities, Transamerica Financial Advisors, and World Financial Group. She is also active as an insurance agent, selling both health and other insurance products. The Financial Architects Wealth Management provides investment advice and financial planning to individual investors and qualified retirement plan sponsors. The firm typically operates on a non-discretionary basis, recommending third-party portfolio managers and emphasizing ongoing oversight and client approval for transactions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Debt management Retirement income strategy
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