Excelsus Capital Management

310-376-1367
820 Manhattan Avenue 104
Manhattan Beach, CA 90266

Fax: 3103567287
No photo available for this business

Business Information

financial advisor, investment advisor, financial planner, wealth management, asset management, certified financial planner, CFP, CFA, retirement planning, asset allocation, money management, portfolio management, IRA, rollover IRA, 401(k)manhattan beach, south bay, los angeles, hermosa beach, el segundo, palos verdes
Financial planning, portfolio management, retirement planning, asset managment, insurance planning, comprehensive wealth management
2004
CFA Institute, Los Angeles Society of Financial Analysts
Chartered Financial Analyst (CFA), Certified Financial Planner (CFP)

Business Description

Registered investment advisor providing comprehensive wealth management services including financial planning and investment management.

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