b"EMERALD PARTNEROctavia Wealth AdvisorsCONTACTJordan ColmanMichael Ingram (619) 557-8253 | Cell (619) 557-8241 | [email protected] [email protected]
Hazard Center Dr. Suite 1550 | San Diego, CA 92108WEBSITEwww.octaviawa.comSPECIALTIES Financial ServicesABOUTOctavia Wealth Advisors is an independent registered investment advisory (RIA) firm with a fiduciary duty to serve our client's best interests. We are a comprehensive wealth management and financial planning firm with a specialization in qualified retirement plans. We are members of the Retirement Plan Advisory Group (RPAG), which allows us to actively and effectively manage companies' defined contribution plans. We do this by leveraging the knowledge and expertise of our team, which is comprised of CFA Charterholders, ERISA Specialists, RFP/Benchmarking Specialists, and plan consultants. Our goal is to make sure that you are fulfilling your fiduciary duty to your employees while protecting your business.25"