Ideal Life Financial Advisors
Ideal Life Financial Advisors (CRD# 164084) is a financial advisory firm headquartered in Folsom, CA. They manage $77,100,000 in 331 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts331ACCOUNTS
Average Account Value$232,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Angel Perez (CRD# 2854651) is an Investment Advisor Representative working at Ideal Life Financial Advisors in Folsom, CA and has over 20 years of experience in the finance industry. Angel Perez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dianna Laney (CRD# 5027587) is an Investment Advisor Representative working at Ideal Life Financial Advisors in Folsom, CA and has over 12 years of experience in the finance industry.