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FDP Wealth Management
- Retirement Planning Specialists
- Investment Services
- Financial Services
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About
Working for You, Not Institutions. New clients often share that they assumed their previous advisor was providing comprehensive wealth management. Then they discovered they were merely being sold a proprietary collection of investment and insurance products. Imagine having your own Chief Prosperity Officerâ„¢, solely dedicated to translating your wealth into goals attained. The CPO role eliminates this conflict of interest. Working on a fee-only basis, your CPO serves you.
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Whom to Contact
- Mr. Mark ChandikChief Prosperity Officer & President8841 Research Drive, Suite 100Irvine, CA 92618Phone: (949) 855-4337 x12
- Bryan UgaldeChief Operations Officer
- Michelle WinklerAccount Coordinator
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Directions
8841 Research Dr Ste 100, Irvine, CA 92618; less than 1 mile from the Irvine Spectrum