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Client Service & Operations Associate

View Job Posting HereLife By Design Investment Advisory Services is a boutique RIA wealth advisory firm located in Dana Point, California. We specialize in helping high-net-worth individuals and families navigate retirement transitions, complex estate planning, and implement values-aligned concierge-level service. Our mission is to help clients live intentionally and steward their wealth purposefully across generations. Our practice is built on long-term relationships, high-touch service, and deep