Congratulations to Michael Souza and his team for launching KOA Wealth Management last Friday!

It was a pleasure working closely with them on their RIA launch and navigating your options of independence from a non-protocol wirehouse firm. From all of us at Fusion, we look forward to watching you flourish as a business owner and independent wealth advisor! Cheers!!

If you’ve ever dreamed of owning your own practice, Fusion’s team can help make it happen, despite the changing Broker Protocol environment. If you’ve ever dreamed of owning your own practice, Fusion’s team can help make it happen.

Contact us for more information.

mhausmann@fusionfinancialpartners.com – 760.889.8141

#koawealthmanagement #fusionfinancialpartners #truclarity #freedom! #schwabadvisorservices #successfavorsthebrave

Michael Souza, CEO | CIO | Financial Advisor – KOA Wealth Management