Investment Management​

As a Registered Investment Advisory firm, Collaborative Financial Consulting is proud to be a fiduciary.  We act in your best interests, not because the law tells us to, but because it is in Our DNA.  Collaborative Financial Consulting offers each client a confidential review of your financial situation and your lifetime financial goals.  With your input, we design a custom portfolio together.   

CFC takes pride in educating our clients about what large, established institutions do and don’t do. 


We will discuss the advantages and disadvantages of all of the Investment Products we offer:

  • Stocks

  • Bonds

  • Exchange Traded Funds (ETF’s)

  • Mutual Funds

  • Annuities

  • Real Estate Investment Trusts (REITs)

Connect with Us
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Collaborative Financial Consulting | 433 N. Camden Blvd Suite 970  Beverly Hills, CA 90210 |

 Tel:  (310) 271-2758 |

CA Insurance License# 0E17792