Keyword:
Location





   
Link to this page
 
 

QUALIFIED CAPITAL INC

100 Pacifica Ste 320
Irvine, CA 92618
Phone: (949) 753-9270
 

Listed in:
    Click for Larger Map


2 Reviews for Qualified Capital Inc

Click here to write a review for Qualified Capital Inc
Ratings Comments Feedback
***** (5)
Frank (CA)
8/4/2008
Great Fee-Only Financial Planner
the good: They don't sell anything, Certified Financial Planner, not pushy, takes a planning approach
the bad: by appointment only....I can't just walk in to talk
the details: I went looking for a DFA (Dimensional Fund Advisors) approved financial planner as I really like the DFA Funds. I was referred to Summit Wealth Mgmt (formerly Qualified Capital) in the the Irvine area. My new planner, Bryan Wisda, is great. I think they provide a wonderful service and have really helped me get everything organized and detailed so that if something happens to me, my wife, who has never balanced a check book, would be pretty well taken care of and not have to worry too too much.
report
abuse
  0 of 0 registered users found this review helpful. rate this review

***** (5)
anonymous
8/4/2008
Great Fee-Only Financial Planner/Advisor
the good: They don't sell anything, not pushy, Certified Financial Planner
the bad: by appointment only....no walk ins
the details: I went looking for a DFA (Dimensional Fund Advisors) approved financial planner as I really like the DFA Funds. I was referred to Summit Wealth Mgmt (formerly Qualified Capital) in the the Irvine area. My new planner, Bryan Wisda, is great. I think they provide a wonderful service and have really helped me get everything organized and detailed so that if something happens to me, my wife, who has never balanced a check book, would be pretty well taken care of and not have to worry too too much.
report
abuse
  0 of 0 registered users found this review helpful. rate this review



 



HOME  |  CITIES  |  CATEGORIES  |  ADD YOUR BUSINESS  |  ADVERTISE WITH US  |  VIEW ON MOBILE SITE
LOGON  |  SITE MAP  |  ABOUT US  |  CONTACT YELLOWUSA  |  PRIVACY POLICY

lv-1