David Teper

Partner @Continuum Consulting Group - Southern California

Irvine, CA, US
MOBILE NUMBERS
+19•••••••59

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WORK HISTORY

Feb 2015 — Present

Partner @Continuum Consulting Group - Southern California

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Irvine, CA, US

David TeperPartner, Continuum Consulting Group18400 Von Karman Ave, Suite 400, Irvine, CA Mission: Guided by our “Clients First” philosophy, we cater to those interested in a deeply rooted relationship and guidance through all of life’s stages. A passion to help and better our community is at the very foundation of our firm. Our Vision:To guide our clients through the continuum of change as they pursue clarity and financial well-being.Our Core Values: Clients First - We always put our clients first. We have conviction in what we do and the courage to get our clients to take action. We invest in long-term relationships with our clients, our business partners and our employees. Our primary purpose is to help our clients towards achieving their goals and vision.Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CA Insurance License #0K02755

ABOUT DAVID TEPER

Continuum Consulting Group is a boutique financial planning firm providing comprehensive…

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