Carlsbad Chamber

Potentia Wealth

Potentia Wealth

 
 
 
 
 
 
 
 
 
 
 

Potentia Wealth

1226 Lincoln Ave., Ste. 200
San Jose, CA 95125 | map | directions
Brad Fisher Brad Fisher
(626) 808-7808
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Potentia is a comprehensive wealth management company specializing in helping families achieve their financial goals. This includes tax and fiduciary services, will & trusts, and savings plans for retirement, education and life goals. We also assist companies, of all sizes, with their 401(k) and other retirement benefits.

Products and Services
Tax and fiduciary services, will & trusts, and savings plans for retirement, education and life goals, 401(k) and other retirement benefits.
Member Since: 2023
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 (Date: 5/27/2024)
 
 

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