Pacific Legacy Wealth Management Group is a highly credentialed team of financial advisors based in Danville, CA. With decades of experience, they offer proactive service and thoughtful perspective to help individuals, families, and businesses meet their financial goals, unlock opportunities, preserve wealth, and create continuity.
Led by Senior Vice Presidents Linda Standen and David Liebowitz, the team specializes in asset management, retirement planning, corporate benefits, and providing support for individuals facing financial decisions after a loss or divorce. They are dedicated to understanding their clients' needs and offer personalized financial advice that is often described as lifestyle coaching and support.
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