The Bahnsen Group


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About Us

About The Bahnsen Group

The Bahnsen Group is a nationally recognized wealth management firm dedicated to helping clients achieve extraordinary outcomes. Our approach combines investment management, advanced planning, and relationship management into a holistic “financial concierge” experience. With both in-house expertise and a trusted network of specialists, we provide clients with the resources of a family office while delivering personalized, values-driven service.

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Founded: 2001
Headquarters: Newport Beach, CA

Current Open Positions

Tax Internship
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Planning Associate (Financial Planning)
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