Our Qualifications
With over 60 years of combined experience our seasoned staff has the knowledge, skills and experience to guide you on your financial journey. Our staff has expertise in a variety of different financial products and services and we hold various professional designations and licenses. Currently on our staff we have individuals with the following licenses & designations:
- CFP - Certified Financial Planner (TM)
- Registered Representative
- Investment Advisor Representative
- CA Life & Health Insurance License