Casie Dunning Email

Financial Advisor . Abacus

Current Roles

Employees:
95
Revenue:
$19.9M
About
At Abacus, we use comprehensive financial analysis and time-tested financial strategies to create an individually tailored plan that helps our clients maximize their financial wealth and achieve their most important, personal goals. Because we are fee-only™ and independent of any major financial services company, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited.
Abacus Address
429 Santa Monica Blvd
Santa Monica, CA
United States
Abacus Email

Past Companies

Abacus Wealth PartnersFinancial Advisor
DAVIS & GRAVES CPA LLPFinancial Planning Associate and Staff CPA
Umpqua BankVP, Strategic Initiatives Manager

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