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Welcome to RickMacBarron.com
Rick MacBarron is a fee based CFP®. I work with the owners of successful closely held businesses, as well as other successful individuals and families. My goal is to help clients achieve a sense of security because together we create a comprehensive financial plan based on their goals and objectives which assures them that taxes, expenses and creditor risks are minimized, that the desired succession plan for their business is in place, that their investment portfolio is positioned for optimal performance, and that they will leave a legacy that is both significant and meaningful. Rick MacBarron, 18400 Von Karman Avenue, Suite 400, Irvine, CA 92612. (949) 474-6847.
Deavel Wealth Advisors
The hallmark of DWA's practice: Cindy's thorough knowledge of every aspect of a client's financial landscape. Paired with her experience as a CERTIFIED FINANCIAL PLANNER ™ Professional; and role as client advocate, this distinctive approach yields sophisticated, personalized financial plans and strategies that incorporate the values as well as the financial priorities of clients and their families.
McCrea Allen
Sagemark Consulting
Sagemark Consulting Private Wealth Services Kristen J. Sydney Terry L. Sanders 7650 Rivers Edge Dr. Columbus, OH 43235 614-854-6680
