TRU Independence Asset Management 2, LLC

Daniel Mauser is a financial advisor at TRU Independence Asset Management 2, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Rely Wealth Partners, LLC and Investment Placement Group. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, pension plans, and trusts. The firm employs a blend of active and passive investment strategies across various asset classes using fundamental and technical analysis, offering both investment management and financial planning services.

Robert Robinson is a financial advisor at Checchi Capital Advisers, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Boston Private Wealth LLC and Oppenheimer & Co. Inc. Robinson is based in Beverly Hills, CA. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, and insurance-dedicated funds. The firm employs proprietary statistical models and an index-replication approach to construct globally diversified equity and fixed-income portfolios with an emphasis on diversification, tax optimization, and low turnover.

Jeffrey Griswold is a financial advisor with TRU Independence Asset Management 2, LLC and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Merit Risk Management, LLC and Merit Wealth Management, LLC. TRU Independence Asset Management 2, LLC serves individual and institutional clients such as high-net-worth individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party manager selection, employing a blend of active and passive strategies across multiple asset classes.

Abigail Chao is a financial advisor at tru Independence Asset Management 2, LLC with seven years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she engages in non-investment-related work with TELUS International and has done occasional delivery work for Uber Technologies. tru Independence Asset Management 2, LLC serves a range of individual and institutional clients, including high-net-worth individuals, pension plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and pension consulting, employing a blend of active and passive strategies across various asset classes and utilizing both technical and fundamental analysis.

Nicolas Castano is a financial advisor at Morton Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at AProvideC for seven years and taught at UCLA Extension. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction, and offers discretionary portfolio management, financial planning, and business consulting services.