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Rawdin-Baron Financial, Inc.

Rawdin-Baron Financial, Inc. is a wealth management firm in Southern California delivering comprehensive financial and tax services. Our staff of professionals have provided these services for more than 25 years.

We customize and implement wealth care solutions to provide a focused methodology in the growth and protection of client’s assets.


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Integrity

As a Registered Investment Adviser, Rawdin-Baron Financial, Inc. provides our clients with independent guidance by putting their best interests first.

This fiduciary standard of care is fundamental in ensuring objective advice when managing your finances.

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Service

Rawdin-Baron Financial, Inc. provides a high level of client care by building long term relationships based on trust.

Our team approach in working with our clients allows us to deliver an experience indicative to our firm. This helps to ensure what we do, we do right.

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Expertise

For more than 25 years the professionals of Rawdin-Baron Financial, Inc. have served as a trusted partner to our clients, providing sound wealth management through a wide range of market conditions.

Our approach builds on the specialized expertise of our associates, so each client benefits from our collective experience.

Financial Planning

PLANNING for education expenses, saving for retirement, managing your debt, planning your estate. With a long-range outlook, we tailor a focused strategy for reaching your financial goals.

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Investment Management

INVESTMENT strategies that provide comprehensive solutions to help meet your long term goals and objectives – building wealth, protecting your income, and preserving your assets.

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Tax Planning & Preparation

TAX-ADVANTAGED retirement plans, investment taxes, business tax, new tax deductions… so many things to consider. And with the tax laws changing each year, you need professional guidance.

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