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Advisent

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CWDL is now Advisent. While our name has changed, our team—and our deep focus on the mortgage industry—remains the same. We’ve rebranded to better reflect who we are today: a specialized accounting and advisory firm built to support regulated industries with insight, experience, and follow-through. This shift moves us from a name based on partner initials to one that represents the strength and depth of our entire team. What’s staying the same? Your advisors, your service model, and our commitment to helping you navigate complexity with clarity and confidence. What’s new is greater access to resources, expanded expertise, and the national support of Crete Professionals Alliance, all to help you move forward with purpose. "Advisent" is the brand name under which Advisent Assurance LLP and Advisent LLC provide professional services. Advisent Assurance LLP and Advisent LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Advisent Assurance LLP is a licensed independent CPA firm that provides attest services to its clients, and Advisent LLC provides tax and business consulting services to their clients. Advisent LLC is not a licensed CPA firm.

Employees: 0

3131 Camino Del Rio North Suite 820 San Diego, CA 92108 US

https://advisent.com

(858) 565-2700

Social: Facebook LinkedIn

Key Contact(s):

Kasey English

Director of Business Development

(858) 565-2700

[email protected]

Dustin Pfluger

Partner, Mortgage Banking Practice Leader

(858) 565-2700

[email protected]

Rachel Daly

Chief Marketing Officer

(858) 565-2700

[email protected]