A complete list of active advisors currently associated with Continuum Financial Partners, LLC
Warmer can help you find a great advisor at Continuum Financial Partners, LLC or one who fits your needs even better.
Continuum Financial Partners provides fee-based financial planning and discretionary investment management to select individuals, high-net-worth clients, and retirement plans. The firm also offers retirement-plan advisory services and acts as a fiduciary under ERISA when engaged by plan sponsors. The firm uses a holistic, four-step planning process (Evaluate, Explore, Execute, Evolve) that incorporates Monte Carlo simulations, efficient frontier analysis and written investment policy statements to define objectives and monitor progress, with regular status updates during the execution phase. For portfolio construction it applies Modern Portfolio Theory and combines fundamental, technical and charting analysis, and may recommend unaffiliated independent or external managers while retaining ongoing oversight. Notably, Continuum provides pension consulting and retirement-plan investment oversight services (including IPS design and ERISA 3(21) support), a capability that is less common among independent advisory firms. The firm also discloses ancillary business activities — including tax-preparation services and licensed insurance sales — and identifies and addresses the attendant conflicts of interest in its disclosures.
To learn more about the advisors currently working at Continuum Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
El Dorado Hills, CA
| 28
|
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