Dave Coffaro in Brea is dedicated to empowering individuals and organizations to achieve their utmost success. With a background in leading diverse teams at Bank of America and Wells Fargo, Dave brings a wealth of experience in private banking, wealth planning, portfolio management, real estate asset management, business succession, and philanthropic advising.
Through his passion for helping others thrive, Dave Coffaro offers invaluable expertise and guidance to drive personal and professional growth. His proven track record of leadership and strategic insight positions him as a trusted resource for those seeking to maximize their potential.
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