Sportfishing Financial

Sportfishing Financial

Investment Management, San Juan Capistrano, California, United States, 1-10 Employees

sportfishingfinancial.com

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Who is SPORTFISHING FINANCIAL

At Sportfishing financial, we play hard on the water, but we also work tirelessly to help you achieve financial success. Our team offers clients a value proposition that we believe is unm...

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  • San Juan Capistrano, California, United States Headquarters: San Juan Capistrano, California, United States
  • 1981 Date Founded: 1981
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211

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Sportfishing Financial Org Chart and Mapping

Employees

Rick Jensen

Founder and Wealth Manager

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Frequently Asked Questions Regarding Sportfishing Financial

Answer: Sportfishing Financial's headquarters are located at San Juan Capistrano, California, United States

Answer: Sportfishing Financial's official website is https://sportfishingfinancial.com

Answer: Sportfishing Financial's revenue is Under $1 Million

Answer: Sportfishing Financial's SIC: 6211

Answer: Sportfishing Financial has 1-10 employees

Answer: Sportfishing Financial is in Investment Management

Answer: Sportfishing Financial contact info: Phone number: Website: https://sportfishingfinancial.com

Answer: At Sportfishing financial, we play hard on the water, but we also work tirelessly to help you achieve financial success. Our team offers clients a value proposition that we believe is unmatched. A CLIENT FOCUS We place our clients' interests above all elseand our business structure backs up those words. As an independent Registered Investment Advisor, we are legally obligated to act in clients' best interests at all times. Furthermore, we are a fee-based advisor, which eliminates potential conflicts of interest. Our sole focus is your success. WORLD-CLASS INVESTING In an industry obsessed with finding shortcuts to success, we adhere to an approach that is firmly grounded in evidence, research and proven results. We build customized portfolios using the funds of renowned investment management firm Dimensional Fund Advisors (DFA). DFA is widely respected within the advisory industry for its unique approach to capturing market returns while minimizing portfolio risk. UNDERSTANDING YOUR NEEDS We share with all of our clients an affinity for sportfishing. But we also understand that each client has unique needs and goals. We develop personal relationships with our clients and take the time to understand their situation, their concerns, and their aspirations in depth. That understanding guides every decision we make and every piece of advice we offer. We take our clients' success seriously.

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