Serenity Wealth Management
Business hours
Mon: 08:00 - 19:00
Tue: 08:00 - 19:00
Wed: 08:00 - 19:00
Thu: 08:00 - 19:00
Fri: 08:00 - 19:00
Sat: 11:00 - 19:00
Sun: Closed
About us
We are fee-only fiduciary financial advisors specializing in retirement planning and wealth management. Our unique approach comes from our goal of mitigating today's volatile stock markets while optimizing investment performance. We believe investment advice, financial planning, and retirement planning should consider more than just traditional asset allocation, performance optimization and diversification. Our pledge to you is that we will design a plan to achieve your personal goals. By leveraging our knowledge, experience, and turnkey investment management we help, our clients with planning their successful retirement. Curtis Hill, Certified Financial Planner, and Irina Hill, CPA, MBA, Realtor bring all their unique skills to the table.
Neighborhood: Downtown Long Beach
| Year established | 2013 |
| Services | Wealth Management, Retirement Planning, Retirement Tax Planner, Quantitative Investment Management, Safer Investments |
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