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Matthew D

Series 63, Series 66

Newport Beach, CA

Liberty Wealth Management, LLC

Matthew Del Junco is an advisor at Liberty Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AE Financial Services, LLC. Outside of his advisory role, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., focusing on insurance and annuity products. Liberty Wealth Management, LLC is an SEC-registered advisory firm that offers investment management, financial planning, and retirement plan services to individuals, trusts, estates, and institutions. The firm provides access to third-party manager programs and private market investments, supported by a network of affiliated businesses and private-fund activities.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Income planning General estate planning guidance Self-Employed Executive
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Nicholas D

Series 65

Newport Beach, CA

Liberty Wealth Management, LLC

Nicholas Del Junco is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC in Newport Beach, CA, where he has worked for eight years. He also holds a California insurance producer license and is active in selling life insurance and variable insurance products through Lifetime Marketing and Planning, Inc. His background includes roles at Liberty Group LLC and teaching experience at UC Berkeley. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm uses a combination of centrally developed and adviser-created strategies, offers access to third-party managers and private market investments, and provides educational seminars and workshops.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Income planning General estate planning guidance Self-Employed Executive
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