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Wealth Excel
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Wealth Excel is a premier consulting firm based in Brea, California, specializing in wealth growth strategies for profitable small business owners and high-wage earners. Our services include innovative charitable gift financing, custom-designed private retirement plans, and comprehensive investment... Read more
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Aleksander Dyo
Managing Director
Aleksander Dyo
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Arthur Lee
Chief Operations Officer
Angie Tassone
Director of Business Relationships
Kristy Goodman
Administrator
Cristina Cabrera
Director of Marketing
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