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The Six Core Values of Wealth Financial Partners

“We help people make wise financial decisions."

“In order to do this, we need to know more than just numbers.  We need to know your situation, your opportunities, your challenges, your aspirations, and your financial experience.  Once this foundation is laid, we will work with you to create a financial plan that fits YOUR LIFE.”

-Walter F. Pardo, (Founder | Managing Partner) 

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services are offered through Independent Financial Group, LLC(IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Financial Partners and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

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