5.0
Jul 14, 2020
Anonymous employee
Current employee, more than 8 years
Newport Beach, CA
Recommend
CEO approval
Business Outlook
Pros
The company does a great job for clients and they are incredibly generous to their employees. The team works very hard to help clients live their best financial lives. They encourage their employees and promote within the organization.
Cons
Would not recommend to those who are not self starters. Company expects employees to take action and ownership.