Vellum Financial is a "Fee Only" - Registered Investment Advisory Firm. We provide personalized financial planning, counseling, and investment management services to retirees or those about to retire. The staff at Vellum Financial has been serving clients in southern California for over two decades. We take a long-term, team approach in the financial planning process, taking into account each client's particular needs, risk tolerance, and time horizon. It is our goal to help you achieve and maintain a rewarding lifestyle as you enjoy your retirement years with peace of mind and financial freedom.
| Website | http://www.vellumfinancial.com |
| Employees | 3 (0 on RocketReach) |
| Founded | 2009 |
| Phone | +1 805-596-2222 |
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| Industry | Financial Services, Investment Management |
| Keywords | Fee Only Financial Advisor, Fiduciary Financial Advisor, Retirement Planning, Financial Planning Services, Investment Advisory Services, Investment Management, Registered Investment Advisor, Personalized Financial Planning, Portfolio Management, Wealth Management, Financial Planning For Seniors, Investment Consulting, Retirement Planning Services, Financial Counseling, Pre Retirement Planning, Estate Planning, Tax Planning |
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Vellum Financial is based in San Luis Obispo, California.
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