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Kurtis Magee Joins MGO Wealth Advisors

Los Angeles, July 17, 2018: MGO Wealth Advisors announces the addition Kurtis Magee to their wealth management team. Mr. Magee, a highly experienced Certified Financial Planner, will be joining the MGO Wealth Advisors Los Angeles office where he will provide investment management, retirement planning, estate planning, cash management, and other wealth management services for a variety of clients.

“We are thrilled to announce that Kurtis Magee is joining our firm as a Wealth Advisor,” said Robert Roman, the CEO & Managing Director of MGO Wealth Advisors. “Kurtis’ experience and planning capabilities will enhance our current value proposition and further boost our service level to all of our clients.”

Most recently, Kurtis was a Financial Advisor at a large wealth management firm where he built an impressive list of high net worth and ultra-high net worth clients. He joined MGO Wealth Advisors after seeing the advantages to the firms’ holistic approach to wealth management. MGO Wealth Advisors focuses on a highly personalized service rooted in proven tools, technologies, and investment practices.

About MGO Wealth Advisors

MGO Wealth Advisors, LLC is an independent, Registered Investment Advisory firm specializing in comprehensive personal financial planning, asset management and risk management services. MGO Wealth Advisors, LLC is affiliated with MGO LLP and MGO’s family of service firms and organizations. For more information on the firm, visit www.mgowa.com.

About MGO LLP

Founded in 1987, MGO (Macias Gini & O’Connell LLP) is one of the fastest growing professional services firms in the country. The firm offers a diverse array of assurance, tax, consulting, staffing, outsourcing and advisory services to clients that range from aerospace and engineering firms, to hospitals and nonprofit foundations – from the largest government entities in the country, to the biggest celebrities in Hollywood.

MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting. In addition, the firm was awarded the ‘Best of Accounting’ designation in Client Satisfaction by the independent research firm, Inavero.

Our Firm

Headquartered in Newport Beach, California, MGO Wealth Advisors, LLC is a very different kind of investment management firm. more >>>