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Certified Financial Planner Jeff Weston, Tortuga Wealth Management
Welcome back to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles-based attorney with wills and trusts clients all over CA.
In this episode, I have the opportunity to speak with Jeff Weston, CFP. He is with Tortuga Wealth Management, a South Bay Los Angeles wealth management firm. He can be reached at 310-929-0109; [email protected].
We discuss what it actually means to be a CFP (hint: Every financial planner is a financial advisor, but not every financial advisor is a financial planner.).
We also discuss Jeff's background, how he helps his clients, how CFPs charge their clients, tips for finding a wealth advisor and his success stories.
If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.
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By Christie Asselin, Esq. Wills, Trusts & Probate Welcome back to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles-based attorney with wills and trusts clients all over CA.
In this episode, I have the opportunity to speak with Jeff Weston, CFP. He is with Tortuga Wealth Management, a South Bay Los Angeles wealth management firm. He can be reached at 310-929-0109; [email protected].
We discuss what it actually means to be a CFP (hint: Every financial planner is a financial advisor, but not every financial advisor is a financial planner.).
We also discuss Jeff's background, how he helps his clients, how CFPs charge their clients, tips for finding a wealth advisor and his success stories.
If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.