Overview

Registered 38 years. Live in Alameda Co and Santa Cruz Co.
Retirement planning for clients emphasis.
Lead through financial planning .
Stocks, bonds, mutual funds, etf's.
Develop long term relationships with clients. Inter generational family relationships from birth to long term care planning, charitable bequests.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Nov. 16, 2016

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