Fidler Wealth Management, based in Ventura, California, is led by Christine Fidler, a seasoned financial advisor holding CFA, CFP®, and EA designations. The firm specializes in providing comprehensive financial planning services tailored to individuals and small businesses. Their offerings encompass tax preparation and advice, retirement planning, investment guidance, budgeting, and financial literacy education. Fidler Wealth Management is dedicated to assisting clients with various financial needs, such as managing cash flow, debt reduction, and preparing for significant life events like home purchases or business transitions. While their primary clientele resides in Ventura and Santa Barbara Counties, they also serve clients throughout California and across the United States.