The partnership between our team and City National Rochdale offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.
Sovereign Wealth Advisors
Rise to your financial independence.
City National Rochdale Team
Senior Investment Consultant
Sovereign Wealth Advisors is not affiliated with City National Rochdale, LLC. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met. City National Rochdale, LLC, is a Registered Investment Advisor and a wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. Check the background of registered investment professionals on FINRA's BROKERCHECK: https://brokercheck.finra.org. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Sovereign Wealth Advisors LLC, a registered investment advisor and separate entity from LPL Financial. Sovereign Wealth Advisors, City National Rochdale, LLC and LPL Financial are separate entities.