A Meaningful Life, By Design
Orange County native David Coles is proud to be at the helm of a new philosophy and set of systems in the wealth management industry called Human Centric Wealth Planning. As the Chief Operations Officer and Wealth Advisor at his family-owned business WMBC, David shares with us his favorite OC hotspots, his love of sailing, and the inside scoop on how WMBC is changing the way individuals perceive, engage and experience the wealth planning process. 1. What inspired you to get into wealth management? I grew up in a family that was focused on giving and helping others. Often times, my…
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