Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Claire Dudley is a financial advisor with Falcon Wealth Planning, Inc. Wendy has been in the financial industry since 2011 and has held positions at several firms. Wendy specializes in providing financial planning services to individuals and families, as well as small businesses. Wendy is committed to providing personalized financial advice and helping clients achieve their financial goals. Wendy is registered in California and Colorado and holds the Chartered Financial Consultant designation.
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.
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.
Selection of other advisers fees
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CA
04/08/2024 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
Active
Inactive
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