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Drake Wealth Management Careers in Sausalito, CA

Drake Wealth Management
  • Founded

    2011

  • No. of Employees

    Myself Only

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Drake Wealth Management

Welcome to the Next Evolution in Wealth Management. Drake Wealth Management offers a rare combination: financial planning meets life coaching. After 15 years of helping people with their money, it's clear to me that people want money because they believe it brings happiness. And yet, true wealth comes when you pair financial independence with a life you love. And that's what we're out to make happen together. Money & Happiness. It may sound corny, until you have both. Then, you don't mind how it sounds. Specialties Financial Planning, Wealth Management, Portfolio Management, Wealth Coaching

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