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
Helping Manage Your Financial Affairs as if They Were Our Own.