Offering Comprehensive, Fee-Based Financial Planning & Investment Management For Southern California & Beyond
We're Wollman Wealth Designs, Inc.
A team of friendly, experienced financial advisors with a dedication to bringing clarity and calmness to your financial picture.
Financial Planning Can Mean Different Things to Different People.
That’s Why We Focus on Your Life’s Bigger Picture By:
Helping you identify your financial priorities
Articulating your financial narrative
Identify your financial reality
Finding your unique path toward financial path through life
Keeping you financially focused throughout life’s changes
Our Mission:
Helping Manage Your Financial Affairs as if They Were Our Own.
Interested in Improving your Own Financial Fluency?
"Rewrite Your Financial Narrative" by Fred Wollman, CFP® Founder
Praise for "Rewrite Your Financial Narrative"
“Finally, something written in English for people who are really not interested in financial topics but know they should know more.”
