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Our Mission Statement
Rapp Financial Services strongly believes effective financial and risk management is a relationship business built on personal trust, without any hidden agendas or proprietary products.  Sophisticated wealth management is a team effort drawing upon, as required, the various expertise of the financial, accounting, and legal professions. Our experience allows Rapp Financial Services to work together with our clients towards their financial goals while providing thoughtful, considerate guidance regarding complex, evolving financial issues.  Ultimately, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
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William Rapp California Insurance License No. 0601755

Stephen Ripic California Insurance License No.0C89989

Registered Principals of and Securities offered through Capital Synergy Partners. Member FINRA/SIPC, 4400 MacArthur Blvd, Ste 850, Newport Beach, CA 92660 (949) 442-7413

Rapp Financial Services and Capital Synergy Partners are unaffiliated entities.

 


Check the background of this financial professional on FINRA's BrokerCheck.