Presidio Capital Management
Financial ServicesView the employees at
Presidio Capital Management-
David Chenet, CFA Director of Wealth Management - Presidio Capital Management
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San Diego
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Rising Star
Matthew Vallebo, AIF® Wealth Manager at Presidio Capital Management-
San Diego, California, United States
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Rising Star
Rielle Sanidad Client Services Associate at Presidio Capital Management-
San Diego, California, United States
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Rising Star
Megan Howard Finance & Real Estate Student at University of San Diego-
San Diego, California, United States
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Rising Star
Heather Berezansky Director of Operations at Presidio Capital Management-
San Diego, California, United States
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Rising Star
Overview
Presidio Capital Management is an independent wealth management firm based in Southern California. The firm offers comprehensive financial planning & investment advice with a focus on retirement and estate planning, investment management, and comprehensive tax strategies. Presidio Capital Management is owned and operated by Founder Dustin TenBroeck, a CERTIFIED FINANCIAL PLANNER(TM) professional who created the firm in 2012 in an effort to bring holistic wealth management advice to individuals and business owners in San Diego and Orange County. Collectively, with his extensive team of professionals and service associates, Presidio Capital Management is able to offer clients a "family office" experience to their custom-tailored financial advice. Please visit www.presidiocm.com for more information or to request an appointment. Advisory services offered through Presidio Capital Management LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Presidio Capital Management, LLC unless a client service agreement is in place.
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