Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Kiner is a Certified Financial Planner® with over 20 years of experience in the financial industry. Maria is currently affiliated with The Wealth Consulting Group, a registered investment advisor, where she provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. She is also a practicing CPA and has experience in personal investments and real estate. Maria is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/19/2015 - Present
THE Wealth Consulting Group (RANCHO MIRAGE CA)
IA
Issued 06/29/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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