About RTJ Financial Management

RTJ Financial Management provides comprehensive fee-based wealth management services to successful individuals who are feeling overwhelmed by the complexity of their financial lives. We utilize a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes, insurance and retirement. Recommendations are based solely on your specific needs, circumstances and goals. We receive no commissions or fees from third parties. The firm and its principal are registered with the State of California. The firm’s employees are all members of the Financial Planning Association.


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