Capital Guardian Partners With Strategic Alliance

Sally Ling

12 February 2013

Boutique wealth manager, Capital Guardian, has added Strategic Alliance Financial Advisors to its panel of independent advisors.

“We partnered with Capital Guardian for many reasons, including their ability to customize services to fit our unique clientele and their ability to provide innovative solutions to financial issues,” Joe Moore, president and chief financial design officer for Strategic Alliance, said in a statement.

Strategic Alliance, which started in southern California over 32 years ago, provides financial education, products and services to more than 400 clients in six states. The six member team specializes in working with California state and county employees, small business owners, medical practitioners and professionals.