Moneywise Wealth Management Email Format
Financial ServicesCalifornia, United States11-50 Employees
Moneywise Wealth Management is a financial services firm headquartered at 8700 Stockdale Highway in Bakersfield, California, operating as an independent, fee-based financial and investment advisory practice. Rooted in Bakersfield, it serves clients from diverse backgrounds nationwide, combining wealth, tax, and estate planning with a strategic investing framework. The firm is independent and small-to-midsized, employing between 11 and 50 professionals. In addition to advisory services, Moneywise operates The Moneywise Guys, a live radio show and podcast that complements its financial guidance. It focuses on investment and retirement planning for individuals, families, and business owners.