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RIA · CRD 336503

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FOX WEALTH STRATEGIES

Fox Wealth Strategies is a registered investment adviser (RIA) in the state of California. It offers standalone investment advice/review, comprehensive...

Overview

Fox Wealth Strategies is a registered investment adviser (RIA) in the state of California. It offers standalone investment advice/review, comprehensive financial planning, and life insurance policy acquisition. The firm presents its approach as advice without sales gimmicks, pressure tactics, or quotas.

General information

Firm type

RIA

Principals

Chris Lis

Founder

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