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Our Services

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Wealth Management

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Read More

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Financial Data Analytics

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Credit Scoring and Reporting

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Crowdfunding

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Personal Finance Management

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Payment Processing

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Evolving with Monitoring and Rebalancing

[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” global_colors_info=”{}” theme_builder_area=”post_content”]Your financial voyage is an ongoing process. Regular evaluations of your mutual fund investments are pivotal to ensure alignment with your objectives. Fluctuations in market values necessitate periodic rebalancing for optimal risk and return management.[/et_pb_text][et_pb_button button_text=”Learn More” _builder_version=”4.22.0″ _module_preset=”eadfcac3-0295-44ca-8469-aca542edbfa3″ global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_button][et_pb_image src=”https://lexfex.com/wp-content/uploads/2024/01/financial-planning-14.png” title_text=”financial-planning-14″ _builder_version=”4.22.0″ _module_preset=”default” transform_translate=”50%|50%” transform_translate_linked=”off” positioning=”absolute” position_origin_a=”bottom_right” width=”15%” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.22.0″ _module_preset=”default” background_color=”gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae” background_image=”https://lexfex.com/wp-content/uploads/2024/01/financial-planning-33.png” background_size=”initial” background_position=”bottom_center” locked=”off” global_colors_info=”{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|desktop” _builder_version=”4.22.0″ _module_preset=”default” background_color=”gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681″ max_width=”1280px” overflow-x=”visible” overflow-y=”visible” custom_padding=”60px|100px|60px|100px|true|true” custom_padding_tablet=”30px|30px|30px|30px|true|true” custom_padding_phone=”20px|20px|20px|20px|true|true” border_radii=”on|30px|30px|30px|30px” locked=”off” global_colors_info=”{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22background_color%22,%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22background_color%22%93}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.0″ _module_preset=”8a198d39-80f8-4523-b1c6-938b154332ce” header_2_text_color=”#000000″ custom_margin=”||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]

Get STarted With A Free Consultation

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1234 Divi St. #1000, San Francisco, CA 94220

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(255) 352-6258

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hello@divifinancialplanning.com

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Divi

[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” global_colors_info=”{}” theme_builder_area=”post_content”]Professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. Many CFP professionals specialize in working with certain types of clients.[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.0″ _module_preset=”64b62b0a-ee7a-4157-94dd-aaf247f62e1c” header_5_text_color=”gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681″ locked=”off” global_colors_info=”{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22header_5_text_color%22%93}” theme_builder_area=”post_content”]

Quick Links

[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]About[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]Help & Support[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]Contact[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]Blog[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]Career[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.0″ _module_preset=”64b62b0a-ee7a-4157-94dd-aaf247f62e1c” header_5_text_color=”gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681″ locked=”off” global_colors_info=”{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22header_5_text_color%22%93}” theme_builder_area=”post_content”]

Events

[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”]Events[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”]Local Chapter[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”]Regional[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”]FPA National[/et_pb_text][et_pb_text _builder_version=”4.22.0″ _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” link_text_color=”rgba(255,255,255,0.7)” custom_margin=”||10px||false|false” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”]Past Events[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.0″ _dynamic_attributes=”content” _module_preset=”e5cfb3ce-c775-4e70-842e-b21657dd57b1″ text_text_color=”rgba(255,255,255,0.7)” text_orientation=”center” global_colors_info=”{}” theme_builder_area=”post_content”]@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoiY3VycmVudF9kYXRlIiwic2V0dGluZ3MiOnsiYmVmb3JlIjoiQ29weXJpZ2h0ICZjb3B5OyAiLCJhZnRlciI6IiBEaXZpLiBBbGwgUmlnaHRzIFJlc2VydmVkLiIsImRhdGVfZm9ybWF0IjoiY3VzdG9tIiwiY3VzdG9tX2RhdGVfZm9ybWF0IjoiWSJ9fQ==@[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]