Continuum Financial Partners

Member Description

Continuum Financial Partners is an independent wealth management firm, located in Northern California, focused primarily on affluent individuals and families. Our clients include entrepreneurs, professionals, closely held corporations, family trusts, private charitable foundations and estates. We offer comprehensive, objective financial advice, financial planning, and wealth management to clients who desire a high level of personal service. We also benefit from collaborative relationships with a number of Tax, Legal, Insurance and Employee Benefits professionals.

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