Overview

The owner is a registered investment advisor, Certified Financial Planner, Chartered Financial Analyst, CPA, and Estate Planning Attorney. I would like to expand fee based assets under management in Napa and Solano County.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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