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BROCHURES & LITERATURE

Wenrich Wealth Management Financial Plan

FINANCIAL PLANNING & PARTNERSHIP GUIDE

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FINANCIAL WELLNESS PROGRAM

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BASICS OF ESTATE PLANNING

SUPER SIMPLE FINANCIAL PLANNING CHECKLIS

SUPER SIMPLE FINANCIAL PLANNING CHECKLIST

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DATA GATHERING FORM

SCHEDULE A ZOOM MEETING

Phone: 949.325.8325

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JJ.Wenrich@LPL.com

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Wenrich Wealth

439 N El Camino Real #B

San Clemente, CA 92672

J. J. Wenrich is a registered representative with, and Ron Holliday is a registered administrative associate with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, KS, MD, MN, OK, OR.

Other state licenses available upon request.

J. J.'s CA Insurance Lic# 4038469

Ron's CA Insurance Lic# 0B98522