Unclaimed
Paula Durrant is a Certified Financial Planner® and Investment Advisor Representative at Towneley Capital Management, Inc.. Paula is registered with the state of California and Texas. Paula has been in the financial services industry since 2005, specializes in providing financial planning, portfolio management for businesses and individuals, and business consulting. Paula has been with Towneley Capital Management, Inc. since October 2023.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
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
11/01/2023 - Present
Towneley Capital Management, Inc. (LAGUNA HILLS CA)
Active
Inactive
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