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Brennan J. Turner, CFP®

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  • Brennan J. Turner, CFP®
    3027 Townsgate Rd Ste 100 Westlake Village, CA 91361-5870 M: 562.754.3664 T: 805.373.5680 TF: 877.280.2248 F: 805.497.1895
    Map and Directions Map and Directions

Personalized planning for your financial goals

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

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Brennan J. Turner, CFP®
Financial Advisor

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.


But in the end, financial decisions aren't about getting rich. They're about getting what you want - getting happy.
Carl Richards

Are you ready? Let’s uncover the possibility of working together.

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Brennan J. Turner, CFP®

Raymond JamesRaymond James
  • 3027 Townsgate Rd Ste 100 Westlake Village, CA 91361-5870
  • 562.754.3664
  • 805.373.5680
  • 877.280.2248
  • 805.497.1895
  • Map & Directions
  • Map & Directions

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