Key Focus Wealth is an independent wealth management firm based in San Ramon, CA, offering personalized financial planning and investment management services. With over 20 years of experience, they provide clients with a clearly defined financial plan and help them navigate market volatility. As a fiduciary, Key Focus Wealth puts their clients' interests first and works with a team of legal and tax professionals to establish well-written estate plans.
As a fee-only firm, Key Focus Wealth is committed to providing transparent and unbiased advice. They work with CERTIFIED FINANCIAL PLANNER professionals who have extensive training in various financial planning competencies. Being independent allows them to focus on building strong, long-term relationships with clients, free from the constraints of proprietary products. Whether it's families, individuals, or small businesses, Key Focus Wealth offers customized guidance based on each client's unique financial situation and goals.
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