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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Resources
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