Nicholas Kelly Ozer CFP
Regatta Capital Group, LLC
2321 Rosecrans Ave Ste 2275, El Segundo, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Client Reviews (1 reviews)
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