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ADVISORS ON CALL
Advisors on Call provides wealth management in Southern California and creates customized strategies to help clients keep more of their money, protect their...
Overview
Advisors on Call provides wealth management in Southern California and creates customized strategies to help clients keep more of their money, protect their assets, and grow their wealth. Investment advisory services are offered through Greg Ramirez at Advisors on Call, a California state-registered investment adviser. Tailored solutions include retirement planning, income planning, tax planning, estate planning, long term care planning, insurance planning, and life planning.
General information
Location
City
Laguna Hills
Principals
Greg Ramirez
Frequently asked questions
Does ADVISORS ON CALL invest capital in deals or funds?
No. ADVISORS ON CALL is a professional-services intermediary, not an investment firm. It sources and vets experienced advisors for short-term assignments but does not deploy capital on behalf of clients or itself.
What is the background of advisors placed by ADVISORS ON CALL?
Advisors are generally retired or transitioning finance executives with prior roles as CFOs, investment principals, or corporate development officers. The firm pre-vets candidates based on sector experience and functional expertise.
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