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Noah Wu
Summer Intern at Octavia Wealth Advisors
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Work Experience
Summer Intern
Jun 2023 - Present · 1 years and 6 months
Project Intern
May 2022 - Jun 2022 · 1 months
Mergers And Acquisitions Intern
Jan 2019 - Mar 2019 · 2 months
Company Details
Octavia helps provide you with the personalized guidance to reach as high as your dreams. With your goals in mind, we search out the most appropriate investments to help grow your wealth and advance your plans. Your customized portfolio may include all types of investments, asset classes, and strategies selected from across the entire marketplace of opportunities. We also help you navigate life’s unpredictability by structuring a robust risk management system. Then we closely monitor your plan’s progress to keep things on track. As an independent, values-based firm, we build caring, long-term relationships. Serving your best interests is our fiduciary duty and our privilege. We never compromise on the time it takes to deliver the highest quality advice for all of your current and future financial needs. Over the course of our lifelong relationship, Octavia’s integrated team of experts remains united by a single purpose—helping you reach higher to create your very own success story. Disclosure: Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia Wealth Advisors provides investment advisory and related services for clients nationally. Octavia Wealth Advisors will maintain all applicable registration and licenses as required by the various states in which Octavia Wealth Advisors conducts business. For additional information, please visit our website at https://octaviawa.com.
Year Founded
2020
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banks & Financial Services
HQ Location
9999 Carver Road Suite 130 Cincinnati, Ohio 45242, US
Keywords
Wealth ManagementInvestment ManagementTax PlanningRetirement PlanningInsurance PlanningBusiness PlanningEstate PlanningFinancial Planning
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