Flatrock Wealth Partners
Financial Planning Newport Beach
Description
Native San Diegans, John and Kevin grew up less than ten miles apart. The two met through mutual friends circa 2000 in Manhattan Beach, California as their careers in finance were just getting started. Over the next twenty-plus years, John collaborated with some of the world’s largest institutional investors, leading quantitative researchers and noted academics. His primary function was to make their insights and resulting strategies more actionable for wealth managers and their clients. During the same stretch, Kevin went on to lead a multi-billion-dollar team of account managers at two of the world’s largest asset management firms.
Flatrock Wealth Partners can be found at 4041 Macarthur Boulevard Suite 400 . The following is offered: Financial Planning - In Newport Beach there are 86 other Financial Planning. An overview can be found here.
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Financial PlanningMap 4041 Macarthur Boulevard Suite 400
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