Defined Financial Planning Acquires Annadel Capital in San Rafael, California.
MANews-(C)2009-2022
California, US-based financial advisory firm Defined Financial Planning has acquired Annadel Capital of San Rafael, the firm said.
Defined Financial Planning's clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined Financial Planning's holistic financial planning system into their retirement plans.
Defined Financial Planning principal Sam Gaeta built his business on a...
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