Can I set up linked bank accounts or standing instructions?

Yes. Both must be authorized via signed paperwork and set up with the custodian.

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Kyle Buffo, CFP^®

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Kyle Buffo, CFP®

Client Development Advisor

Let’s align your wealth with your purpose.

Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

Prefer a phone call? Call us: 805-902-4550

Can I set up linked bank accounts or standing instructions?

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Let’s align your wealth with your purpose.

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Kyle Buffo, CFP®

Let’s align your wealth with your purpose.