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Kost Investment Group

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About
Wealth planning
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- Market commentary
Insights
Contact

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Theresa Kost, NMLS # 1682004, and Kurt Kost, NMLS # 1680374 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Theresa Kost, NMLS # 1682004, and Kurt Kost, NMLS # 1680374 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Theresa Kost, NMLS # 1682004, and Kurt Kost, NMLS # 1680374 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Kost Investment Group

Phone: 949-720-8949

Theresa Kost

Senior Vice President - Financial Advisor,
Portfolio Director Group

Phone: 949-720-8949

Kurt Kost

Associate Vice President,
Senior Financial Associate

Phone: 949-720-8973

Daniel Cole

Registered Client Associate

Phone: 949-720-8900

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Newport Beach
610 Newport Center Dr., Suite 900
Newport Beach, CA 92660
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