Overview

We are affiliated with Commonwealth. I have been a CFP for nearly 31 years and was an in instructor in the Financial Planning program at UC Davis Extension for over 10 years. We are looking for another planner to possibly join our firm to help with our existing clients and if it is a good fit, be part of a succession plan. We began incorporating structured products and alternative investments in our portfolios the last 4 years and many have greatly reduced the volatility in our portfolios this year.

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