Salinas, CA
Whether you are investing as an individual, for your family or a small business it is paramount to make informed and strategic decisions through each of life’s stages.After 36 years as a financial advisor, I have enjoyed countless conversations with my clients, all of which provided me the opportunity to connect and delve into the financial goals my clients set for themselves. Although these goals are sometimes amended as life throws us a curve ball, due to the strength of our financial advisory relationship, trusted adjustments are thoughtfully executed.Whether you have questions on your 401(k) or IRA account(s), retirement planning, estate planning, or holistic financial planning, it is essential to explore these topics with a financial advisor who starts first by earning your trust through insights and then continues to provide value overtime.
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